IQ-EQ vs Performativ

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.

Performativ

Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

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

<$50 million

2019

Owned by management
External investors

Denmark

Copenhagen

Denmark
Sweden
Norway
Belgium
Netherlands

15 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

Multi-family offices

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
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

Advisors
Consolidated Reporting
Data Aggregation
Portfolio Management
Risk Management
Technology provider
Non-bankable assets
Reporting, data entry
Offering backend data (i.e., reconciliation corporate action fixing)

Full suite of performance metrics
Consolidated performance reporting
Firmwide analytics
Near real-time valuation
API gateway to 3rd party services
Intelligent benchmarking
Data aggregation
Ability to Whitelabel
Mobile App
Banking Providers
Full Multi-Currency Support

Bankable or Financial Assets & Funds
Lifestyle Assets & Rare Collectibles
Real Estate
Private Equity & Direct Investments
Alternative investments

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

SAAS
Fully standalone
Serviced software

–

Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.