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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
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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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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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
