CFO Reporting vs IQEQ

You are looking for alternatives to CFO Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

IQ-EQ

Consolidated Reporting

IQ-EQ combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

500+

–

1896

Owned by management

Luxembourg

United Kingdom
Belgium
France
Hong Kong
Japan

Hong Kong
France
Singapore
United Kingdom
United States of America

–

Client

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Single-family offices

Individual wealth owners
Multi-family offices
Financial advisors
Fund managers
Banks

–

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

Accounting
Consolidated reporting
Compliance
Portfolio management
Data aggregation
Impact/ESG reporting

Enhance transparency
Reduce operational risk
One-stop-shop for investors
Leverage state of the art technology, along with full systems support
A fully customized solution around your specific requirements
Provides real time data online from a single point of truth

Bankable assets
Private equity
Real estate
Rare collectibles

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Technology

SaaS

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CFO Reporting vs IQEQ

You are looking for alternatives to CFO Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Category

Reporting

IQ-EQ

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Client

Focus

Secondary focus

Product

Main Tasks

Top features

Assets supported

Assets supported

White Label

Technology