IQ-EQ vs Etops

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

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.

Etops

Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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

2010

Owned by management
External investors

Switzerland

Altendorf
Zurich
Bratislava
Lviv

Germany
Liechtenstein
Luxembourg
Switzerland
France

$68 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

Single-family offices

Individual wealth owners,
Multi-family offices
Independent advisors
Fund managers
Banks

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

Consolidated Reporting
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (orders only)
Data aggregation
Risk management
Impact/ESG reporting

Consolidated reporting
Regulatory compliance
Comprehensive portfolio analytics
Risk management
Private equity & non-bankable reporting
Sustainability analytics & ESG reporting
Interactive dashboards
Attractive mobile apps
Workflow management
Ecosystem with intelligent marketplace
Compliance (MiFID II, GDPR, UCITS, AIFMD)

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

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

Serviced software
SAAS
Fully standalone

Encryption
Hosting in secure IT centers
Access control
2-factor-authentication
Anonymization
User rights management

Microsoft

Yes (iOS & Android)