IQ-EQ Cosmos vs Masttro Comparison

You are looking for alternatives to IQ-EQ Cosmos. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Go back to IQ-EQ - Cosmos
iqeq, family office software, portfolio management software, consolidated reporting software

IQ-EQ - Cosmos

Category
Consolidated Reporting

Developed out of Luxembourg, IQ-EQ Cosmos provides an end-to-end portfolio monitoring solution for institutional and private wealth investors focussed on alternative and luxury assets. With in-house development services, the solution can be integrated with I.T. systems, data feeds, and open source feeds to create bespoke dashboard for families needs.

Read more
masttro family office software

Masttro

Category
Consolidated Reporting

Based in Switzerland, the United States, Mexico and Chile, Masttro is an integrated global wealth technology platform. The platform delivers comprehensive & interactive views of total net worth, an intuitive and customizable client experience, and automated & robust operational efficiencies with military-grade security.

Read more
Company
Employees

  • 500+
Revenue

-

Founded

  • 1896
Ownership

  • Owned by management
Incorporated

  • Luxembourg
Locations

  • United Kingdom
  • Belgium
  • France
  • Hong Kong
  • Japan
Top 5 Markets

  • Hong Kong
  • France
  • Singapore
  • United Kingdom
  • United States of America
Total AUM

-

Avg. AUM per client

-


  • 100-500

  • 2010

  • Owned by management

United States of America


  • Zurich
  • New York
  • Miami
  • Los Angeles
  • Indianapolis
  • Mexico City
  • Monterrey
  • Santiago

  • United States of America
  • Switzerland
  • Canada
  • Italy
  • Mexico

  • Masttro’s platform is uniquely designed to restrict Masttro’s visibility to client data, including client assets, as part of its award-winning data privacy standards.
Client
Focus

  • Single-family offices
Serves also

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

-


  • Single family offices
  • Multi-family offices
  • Wealth/asset managers
  • Private banks
  • Financial Institutions
  • Fund/Private investment/Pooled vehicle managers
  • Professional Services Firms

  • Financial advisors
  • Registered investment advisors
  • Broker-dealers
  • Individual wealth owners
  • Trust & estate companies
Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Compliance
  • Portfolio management
  • Data aggregation
  • Impact/ESG reporting
Top features

  • 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
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles
Compliance

  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS
Whitelabel

  • Yes

  • Consolidated, 360-degree view of total net wealth (full balance sheet)
  • Data ingestion & management
  • Estate & wealth mapping
  • Portfolio analysis
  • Consolidated reporting
  • Document & contact management

  • Data aggregation (direct, server-to-server feeds to more than 500+ custodians globally)
  • Interactive portfolio analytics
  • Estate & wealth mapping tool
  • Above-industry standard cybersecurity and data privacy standards
  • Flexible reporting in PDF & Excel
  • Cash projections
  • Multi-currency
  • Compliance center
  • Portfolio management
  • Track banking relationships and fees
  • Artificial intelligence-enabled document reader for private equity
  • Communication portals for within the family and with trusted Advisors
  • Integrated general ledger
  • Simple and efficient onboarding process
  • Mobile and tablet apps
  • Document & contact management

  • Bankable assets
  • Private equity
  • Hedge funds
  • Real estate
  • Private direct company
  • Collectables
  • Cryptocurrencies
  • Pooled vehicles
  • Liabilities
  • Receivables

  • GDPR

  • Yes
Technology
Type Of Software

  • SaaS
Security

-

Ecosystem

-

Integrations

-

Mobile App

  • Yes

SaaS


  • Military-grade infrastructure
  • Encryption keys
  • Data stored in an independent Tier 4 data center in Geneva with a redundancy site in Lausanne
  • ISAE 3402 Type II certified operating data center
  • Advanced Encryption Standard 256

  • Proprietary integrated wealth technology solution

  • Complimentary software by either push or pull data aggregation

  • Yes
Simple solutions for complex times.