IQ-EQ Cosmos vs Masttro Comparison

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iqeq, family office software, portfolio management software, consolidated reporting software

IQEQ - 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.

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masstro, family office software, portfolio management software, consolidated reporting 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.

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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


  • Switzerland
  • United States
  • Mexico
  • Chile


  • Zurich
  • New York
  • Jackson Hole
  • Mexico City
  • Monterrey
  • Santiago


  • North America
  • Europe
  • Latin America
  • Middle East


-


-

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Fund managers
  • Banks

Number

-


  • UHNW Families
  • Single Family Offices
  • Multi-Family Offices
  • Private Banks
  • Independent Advisors
  • Financial Institutions
  • Trust & Estate Companies
  • RIAs & Broker Dealers


  • Fund managers
  • Financial advisors
  • Banks


-

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 Reporting
  • CRM
  • Compliance
  • Portfolio Management
  • Data Aggregation
  • Accounting


  • Global wealth map
  • Consolidated portfolio analysis
  • Performance reporting
  • Communication portals within the family&clients
  • 24/7 alerts and monitoring functionality
  • Mobile apps
  • Document management
  • Compliance functionality
  • General ledger & balance sheet
  • Military-grade security standards
  • Simple and efficient on boarding process


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • MiFID II
  • GDPR
  • FITLEG
  • FINRA/SEC


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.