IQ-EQ Cosmos vs Masttro Comparison

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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.

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masttro wealth platform logo

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 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.