IQ-EQ vs Assure Wealth
You are looking for alternatives to IQ-EQ. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
IQ-EQ
Category
Outsourced solutions
IQ-EQ combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team.
Read more
Assure Wealth
Category
Data Aggregation
Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.
Read moreCompany
Employees
- 5000+
Revenue
-
Founded
- 1896
Incorporated
-
Locations
- Amsterdam
- Belfast
- Bermuda
- British Virgin Islands
- Brussels
- Cape Town
- Cayman Islands
- Cebu City
- Curacao
- Dallas, Texas
- Dubai
- Dublin
- Geneva
- GIFT City
- Guernsey
- Hyderabad
- Isle of Man
- Jersey
- London
- Luxembourg
- Miami
- Mumbai
- Newcastle
- New York
- Nicosia
- Paris
- Pasig City
- Port Louis
- Shanghai
- Sheung Wan
- Singapore
- Tokyo
Top 5 Markets
- United Kingdom
- United States of America
- Singapore
- Luxembourg
- United Arab Emirates
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership
- Owned by a larger corporation
- 11-50
- $2.5 million
- 2014
- Key staff also have ownership
- Clients are also owners
- Denmark
- Nivå
- Denmark
- Norway
- Sweden
- Switzerland
- United Kingdom
- $20 billion
- $160 million
Client
Focus
- Single-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs)
- Fund managers
- Banks
- Pensions
- Endowments
- Foundations
- Funds of funds
-
- Individual wealth owners
- Single-family offices
- Multi-family offices
- 50 UHNWI
- 3 SFO
- 10 foundations
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
- Portfolio & Cost Analysis
- Developers
- Data
- Compliance
- Investing Technology
- Real Estate
Top features
- Mobile App
- Custom Reports
- Full Multi-Currency Support
- Custom Development Service
- Ability to Whitelabel
Assets supported
- Art & Collectables
- Alternatives
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Commercial
- Commodities
- Rating Agency
- Impact Funds & Deal Platform
- Developed Markets
- Developing Markets
- Direct Private Equity
- Fixed Income
- Foreign Exchange
- Equities
- Hedge Funds
- Gold & Precious Metals
- Infrastructure
- Insurance
- Lifestyle Assets & Rare Collectibles
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate,
- REITS
- Warehousing & Industrial
- Venture Capital
- Residential
Compliance
-
Whitelabel
- Yes
- Accounting
- Consolidated reporting
- Data aggregation
- Risk management
- Impact/ESG reporting
- Overview
- Flexible wealth reports
- Independence
- Full risk picture
- Follow-up on performance
- Integration to accounting systems
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- GDPR
- Yes
Technology
Type Of Software
- Serviced software
Ecosystem
-
Integrations
- IQ-EQ Navigator
- IQ-EQ gVUE
- IQ-EQ Compass
- IQ-EQ Connect
- Max Comply
- Yardi
- ALLVUE
- Diligend
- Enfusion
- Box
- Snowflake
- Novata
- Power BI
- Freyda
- FIS Capital Suite
- Trident Connect
- Tableau
Mobile App
- Yes
-
- Serviced software
- Two-factor login
- Secure emails
- VITEC
- Accounting systems
- DW-solutions
- Yes