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As an asset manager, your primary goal is to create value for your investors. However, operational inefficiencies in your back office can strain client relationships, undermine your competitive edge, and impede growth.

If you’re looking for more from your service provider, switching to IQ-EQ could be the right move—and it’s easier than you think.

We offer a comprehensive switching solution that covers every aspect of the transition process, from data migration and compliance to reporting and client communication. Our dedicated team ensures a smooth, efficient, and cost-effective switch, maintaining business continuity and operational stability while enhancing the investor experience through our technology-driven approach.

Leveraging our cutting-edge technology and experienced teams, our Switch Package is designed to streamline the fund service provider switch. Key features include:

  • Streamlined onboarding via MaxComply™
  • A dedicated implementation team
  • An experienced data migration team

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Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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