{"id":346,"date":"2024-05-24T15:24:54","date_gmt":"2024-05-24T15:24:54","guid":{"rendered":"https:\/\/iqeq.com\/gb\/services\/our-client-portals\/"},"modified":"2024-08-07T13:48:24","modified_gmt":"2024-08-07T13:48:24","slug":"our-client-portals","status":"publish","type":"service","link":"https:\/\/iqeq.com\/gb\/services\/our-client-portals\/","title":{"rendered":"Our client portals"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p>Browse our suite of client portals to assist you across private, open-ended and closed-ended fund structures. These include:<\/p>\n<p><b>IQ-EQ Connect<\/b><\/p>\n<p>IQ-EQ Connect is a portal providing control and visibility of key client facing systems via a single point of access, centralising and simplifying the client journey.<\/p>\n<p style=\"text-align: center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/03\/Connect-Logo_FA_04-300x169.png\" alt=\"\" width=\"300\" height=\"169\" \/><\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"http:\/\/connect.iqeq.com\">IQ-EQ Connect<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"our-client-platforms\"\n            >\n                Our client platforms            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"accordion standard-spacing\">\n    <div class=\"container\">\n                    <div class=\"accordion\">\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>MaxComply<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p class=\"BodyA\" style=\"line-height: 120%\"><span lang=\"EN-US\">MaxComply is a proprietary risk and compliance SaaS platform that supports global firms in completing and evidencing their AML\/KYC due diligence and verifications for investor, investment asset, and client onboarding.<\/span><\/p>\n<p>Key features of MaxComply:<\/p>\n<ul>\n<li>AML\/KYC compliance<\/li>\n<li>Investor onboarding<\/li>\n<li>Monitoring and tracking<\/li>\n<li>Integrations with Worldcheck One PEP\/Sanctions, Qual-ID, address matching, Google media searches, and a risk score engine<\/li>\n<li>E-Signatures via DocuSign<\/li>\n<li>White labelling<\/li>\n<li>Employee-related conflict management<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a class=\"btn btn--dark-purple\" href=\"https:\/\/iqeq.com\/services\/maxcomply\/\" target=\"_blank\" rel=\"noopener\">Find out more<\/a><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>IQ-EQ Cosmos<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p>IQ-EQ COSMOS is a digital reporting tool for performance monitoring and portfolio reporting, powered by Snowflake with connectivity to other IQ-EQ systems.<\/p>\n<p>It offers:<\/p>\n<ul>\n<li>Standard GP\/LP dashboards.<\/li>\n<li>A scalable operating model with reduced reliance on manual processes.<\/li>\n<li>Simplified data models.<\/li>\n<li>The ability to ingest third-party data sets.<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a class=\"btn btn--dark-purple\" href=\"https:\/\/iqeq.com\/services\/iqeq-cosmos\/\" target=\"_blank\" rel=\"noopener\">Find out more<\/a><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>IQ-EQ Navigator<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p><strong>\u00a0<\/strong>IQ-EQ Navigator is a global workflow platform offering visibility, control, and auditability for work within or across teams and countries. It focuses on enabling KPIs and embeds &#8216;four eyes&#8217; controls.<\/p>\n<p>IQ-EQ Navigator features:<\/p>\n<ul>\n<li>Task management<\/li>\n<li>Checklists<\/li>\n<li>Document management<\/li>\n<li>Client workflow portal<\/li>\n<li>System integrations<\/li>\n<li>Task management modules in use in 10 countries, with more to be added<\/li>\n<\/ul>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>FIS Digital Data Exchange &amp; R&amp;A<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p>FIS Digital Data Exchange (DDX) provides clients with an interactive platform to send, access, and share information with their Limited Partners (LPs) in a secure, online environment, including drawdown and distribution notices.<\/p>\n<p>It features:<\/p>\n<ul>\n<li>Customisation and\/or branding for each client<\/li>\n<li>Document storage, management, and sharing<\/li>\n<li>Standard analytics dashboards with DX R&amp;A Add-on<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"https:\/\/services-uk.sungarddx.com\/LogOn\/?redirectUrl=%2F\">Go to FIS Digital Data Exchange (DDX)<\/a><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>FIS Private Capital Suite (formerly Investran)<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p>FIS Private Capital Suite (formerly Investran), is a private equity fund accounting software and reporting solution<\/p>\n<p>Features include:<\/p>\n<ul>\n<li>Real-time accounting and reporting<\/li>\n<li>A flexible, centralized database Unifying fragmented data<\/li>\n<li>Automates complex processes<\/li>\n<li>Supports smarter accounting while reducing costs, errors and pressure on your team.<\/li>\n<\/ul>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>Box<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p>Box is a secure, cloud-based document sharing platform that facilitates file sharing, commentary, audit and document storage. It also enables secure file exchange, along with commentary and full audit trail.<\/p>\n<p>Features include:<\/p>\n<ul>\n<li>Setting Permissions for Secured File Sharing<\/li>\n<li>Seamless Collaboration<\/li>\n<li>Effortless Offline Syncing<\/li>\n<li>Better Workflow Automation<\/li>\n<li>Integration with Other Applications<\/li>\n<li>Easy Document Sharing<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"https:\/\/iqeq.account.box.com\/login\">Go to BOX<\/a><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"accordion-item\">\n                        <div class=\"title\">\n                            <p>IQ-EQ Connect PX<\/p>\n                            <div class=\"toggle\"><\/div>\n                        <\/div>\n                        <div class=\"expanded\">\n                            <div class=\"inner\">\n                                <p>IQ-EQ Connect PX is a 24\/7 client portal allowing fund managers, investors, and other authorised third-parties to access their fund information online<\/p>\n<p>It includes:<\/p>\n<ul>\n<li>24\/7 access to fund accounting reports and investor records<\/li>\n<li>A document repository for prospectuses, investment commentary, and newsletters<\/li>\n<li>Visual dashboards and export options into Excel, CSV, Word, and PDF<\/li>\n<li>Secure, multi-factor authentication access<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"https:\/\/iqeqconnect.com\/\">Go to IQ-EQ Connect PX<\/a><\/p>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2>Why IQ-EQ Connect ?<\/h2>\n<ul class=\"ticks\">\n<li>Enhanced efficiency: Streamline your fund administration processes, saving time and resources<\/li>\n<li>Better experience: Enjoy an intuitive, easy-to-navigate and secured platform with real-time updates and data visibility<\/li>\n<li>24\/7 accessibility: Access your fund&#8217;s information whenever you need it, empowering you to make informed decisions promptly<\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n    <section class=\"related-section related-section--people related-section--centered standard-spacing\">\n        <div class=\"container\">\n                        <div class=\"cards row-load\">\n                    <div class=\"person-card\">\n                    <div class=\"bg-img lozad normal\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/gb\/wp-content\/uploads\/sites\/6\/2024\/08\/Jacques-Vermeulen-Grey-290x192.jpg\" \/>            <\/div>\n            <div class=\"bg-img lozad hover\">\n                <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/gb\/wp-content\/uploads\/sites\/6\/2024\/08\/Jacques-Vermeulen-Green-290x192.jpg\" \/>            <\/div>\n                <div class=\"info\">\n                            <h3>Jacques Vermeulen<\/h3>\n                        <p class=\"job-title\">Director, Funds, United Kingdom and Jersey<\/p>\n            <div class=\"border\"><\/div>\n                            <p class=\"location\">United Kingdom<\/p>\n                        <a href=\"#contact-person\" class=\"link link--deepgray email\">\n                Send email            <\/a>\n                            <a href=\"tel:+441481231941\" class=\"link telephone\">\n                    +44 1481 231 941                <\/a>\n                                                    <div class=\"socials\">\n                    <a href=\"https:\/\/www.linkedin.com\/in\/jacques-vermeulen-397427146\/\" class=\"linkedin\">\n                        <span class=\"screen-reader-text\">LinkedIn<\/span>\n                    <\/a>\n                <\/div>\n                    <\/div>\n    <\/div>\n            <\/div>\n            <div class=\"button-wrapper\">\n                            <\/div>\n        <\/div>\n    <\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[389],"service_category":[390],"class_list":["post-346","service","type-service","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Our client portals | IQ-EQ UK<\/title>\n<meta name=\"robots\" content=\"index, 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