IQ-EQ vs Ethic
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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.
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Company
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
50-100
< $50 million
2015
- Key staff also have ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Owned by management
United States of America
New York City
–
As of July 2022: $2 billion
–
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
-
- Investment & Financial Advisors (RIA / IFAs)
- Individual wealth owners
- Single family offices
- Multi-family offices
- 109 RIAs
- 12 single family offices
- 7 multi-family offices
- 6 institutional consultants
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
Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Bankable or Financial Assets & Funds
-
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
-
SaaS
–
Java
Software integrations can be discussed on a case-by-case basis.
No