Interested in joining our team?
We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.
To create and maintain a successful investment portfolio, you must understand how well your assets are performing. Professional portfolio monitoring and reporting services can help you manage your investments effectively, evaluate risks, and identify growth opportunities.
$750B+
assets under administration
800+
funds under administration
Supporting 11 of the top 15 private equity firms
Advanced technology for seamless asset administration
Streamlined processes for increased efficiency
Technical services to meet your operational needs
We can support you with:
Our portfolio monitoring services are designed to help investors and portfolio managers track investments across a range of asset classes, including alternative, traditional, and luxury investments. Whether you have investments in private markets or a hybrid portfolio, we can help you stay informed and make strategic decisions.
Our all-inclusive portfolio monitoring tool, IQ-EQ Cosmos, provides personalised portfolio reporting across multiple jurisdictions all over the world. This user-friendly online platform provides a customised online dashboard, allowing you to access real-time data and see how your portfolio is performing.
When it comes to managing your investments, risk mitigation is key. That’s why our end-to-end solution enhances transparency and helps you manage investment risks across your portfolio.
With our custom online dashboard, you can easily access real-time data so you can track relevant metrics and provide more useful reporting to your stakeholders.
Contact us today to find out how you can effectively manage your portfolio and achieve your investment goals.
The IQ-EQ Investor Solutions team, listened to our requirements and provided a custom built, investor solutions platform providing accurate and reliable data. The data analytics platform supports the team in their investment decision making. Single family office Utah
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
We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.