IQ-EQ vs Swimbird

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.

Swimbird

Consolidated Reporting

With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.

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

15-20

–

2018

Owned by management and external investors
Staff also have ownership

Sweden

Stockholm

Sweden
Finland
Denmark
Norway
Switzerland

$10 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
Banks
Financial advisors

15-30

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

Portfolio management
Data aggregation
Consolidated reporting

Connectivity and integration
Portfolio overview all assets & liabilities
Flexible and customizable reporting
Performance and risk analysis
Asset allocations incl. multiple categories
Online customizable
Dashboard in real time
Private equity
Private equity funds
Commercial real estate
Accounting records
Data warehouse, record keeping incl full audit trail
Market and static data master

Bankable assets
Private equity
Commercial real estate
Private assets (e.g. collections)

GDPR

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

SWIP employs bank-grade security measures in order to safeguard our clients’ data.

Java

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