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IQ-EQ Cosmos vs RSM Family Office Dashboard 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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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.
Read moreCompany
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
