IQ-EQ Cosmos vs RSM Family Office Dashboard 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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RSM

RSM Family Office Dashboard

Category
Consolidated Reporting

The US branch of the multinational company, RSM, offers a family office dashboard that combines industry-leading technology and advisors to increase clarity and transparency around wealth management. Family offices can gain a personalized, holistic and integrated view, alongside complete ownership and access to their data.

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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

-


500+


$2.4B


1926


Owned by management
Key staff also have ownership


United States


120+
Botswana
Australia
India
Austria
France
Georgia
Germany
Ukraine
United Kingdom
Argentina
Bolivia
Brazil


Brazil
Hong Kong
Singapore
United States
United Kingdom


-


-

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
UHNWIs


505 SFO
34 MFO

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


Data Aggregation
Consolidated Reporting
Accounting
Portfolio Management
Risk Management


Access to Data
Transparency of Data
Ease of doing business
Single source of data
Alignment of multiple disciplines
Complex partnership tiering and allocation
Presentation of total wealth aggregation


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


GDPR


Yes

Technology
Type Of Software

SaaS

Security

-

Ecosystem

-

Integrations

-

Mobile App

Yes


Serviced Software
SAAS
Fully Standalone


SOC 1
SOC 2 certifications


Microsoft


25 API’s and are open to explore open integrations


No

Simple solutions for complex times.