All services Fund and Asset Managers Private and Institutional Asset Owners Debt, Capital Markets and Corporate

Asset Owners


Foundation and endowments

Family Office

Pension Funds

Sovereign Wealth Funds



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Our client portals

Securely accessing your private fund client portal is simple and straightforward with our bespoke data platforms. We offer a streamlined service for setting up and managing both open-ended fund client portals and closed-ended fund client portals, providing the technological means for you to view benchmarked metrics, evaluate fund performance and comply with administrative regulations.

Our client portals

Browse our suite of client portals to assist you across private, open-ended and closed-ended fund structures. These include:


A secure, cloud-based document sharing platform that facilitates file sharing, commentary, audit and document storage, as well as secure file exchange.

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Private fund investors

A portal that provides fund performance data and fund documents via the Investran DX and Reporting & Analytics portal.

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FIS Private Capital Suite (formerly Investran)

An investor portal that can be used to evaluate fund performance, analyse strategies and geographies, and make comparisons with peer groups. It incorporates Preqin benchmark data.

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IQ-EQ Connect (Paxus)

Our preferred system for open-ended funds and directly held liquid securities. It provides a fund accounting, portfolio valuation, fund pricing solution and shareholder record-keeping administrative solution on a single, fully integrated system.

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My Compliance Office




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

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