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Portfolio Monitoring Solutions

The world is changing for investors, necessitating a new way of managing investments to give true transparency and the ability to turn data into crucial intelligence.

This is particularly true for family offices and UHNW individuals, who increasingly have investments spanning multiple asset classes and worldwide locations, not to mention multiple fund and asset managers, banks, custodians and brokers. As such, consolidating and visually simplifying that diverse and often highly complex investment picture is essential to enabling monitoring and informed decision making.

With IQ-EQ’s Portfolio Monitoring Solutions, powered by IQ-EQ Cosmos, our innovative multi-asset class reporting tool, family offices and UHNW private clients gain access to:

  • A complete picture of family wealth in one place across all asset classes, including traditional cash and public securities (often held across multiple custodians) but also alternative assets such as private equity and real estate (often held with multiple managers and locaitons) as well as luxury assets
  • Real-time data, accessible anywhere and at any time via a secure and user-friendly online dashboard
  • Reporting against key environmental, social and governance (ESG) criteria and global sustainability benchmarks
  • An efficient, cost-effective and fully customisable end-to-end solution that is ‘plug and play’ with much less reliance on more expensive internal resources and development costs
  • A one-stop shop for your back- and middle-office requirements, delivered and supported by IQ-EQ’s dedicated client onboarding team and in-house technical and technological experts.

We would encourage you to explore the power and potential of this unique service offering, which can be fully tailored to suit your specific needs and portfolio composition.

Watch the Portfolio Monitoring Solutions introductory video below:

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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