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Portfolio monitoring & investor solutions

Data driven - Custom built investment monitoring solutions

Investors increasingly require more information and transparency via portfolio monitoring services. We know the funds industry and how it works, so we understand the problems investors and portfolio managers face. Data led decision making is as important as it is complex. As a consequence, we have developed IQ-EQ Investor Solution and Portfolio Management Services to meet the needs of investment managers and their investors.

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A secure investor solution delivering real time data reporting and data analysis on your investment portfolio. Encrypted data is guarded by a best in class identity authentication provider and shielded within the IQ-EQ secure network. Reports are easily accessible when you are in the office or viewed securely on your mobile device.

We understand the importance of technology platforms, data analytics and data visualisation tools in direct investment fund reporting and they are core in our investment monitoring solution. Through our technology platforms, we capture data and turn it into easily accessible intelligence to aid our portfolio monitoring service, providing real transparency to assess different asset classes, portfolios, funds and investments. Risk and investment parameters can be set. Cashflows can be forecast and commitments and distributions calculated.

Our technology solution forms the backbone of our portfolio monitoring services, combining one of the best in class accounting systems, FIS Investran with the best in class online visualisation technology. No need for in-house developers, we have our own development team. We combine our know how and know you to quickly and effectively fully bespoke your online dashboard for your particular needs and specific portfolio composition.

Key features of our portfolio monitoring services include;

  • Asset reporting
  • Cash flow forecasting
  • Data aggregation
  • Portfolio monitoring
  • Performance reporting
  • Enhanced data visualisation
  • Look through reporting

Please contact Hugh if you would like to book a guided tour through our Investor Solution portal.

We know how and we want
to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

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