IQ-EQ vs Sage

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IQ-EQ

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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sage

Sage Intacct

Category
Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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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

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

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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

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

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