{"id":7206,"date":"2023-04-26T09:03:24","date_gmt":"2023-04-26T09:03:24","guid":{"rendered":"https:\/\/iqeq.com\/?post_type=service&p=7206"},"modified":"2024-03-26T12:22:33","modified_gmt":"2024-03-26T12:22:33","slug":"client-portals","status":"publish","type":"service","link":"https:\/\/iqeq.com\/services\/client-portals\/","title":{"rendered":"Client portals"},"content":{"rendered":"
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\n \n Overview <\/p>\n <\/div>\n<\/section>\n\n
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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.<\/p>\n

Our <\/strong>client portals<\/strong><\/h2>\n

Browse our suite of client portals to assist you across private, open-ended and closed-ended fund structures. These include:<\/p>\n

Box <\/strong><\/h3>\n

A secure, cloud-based document sharing platform that\u00a0facilitates file sharing, commentary, audit and document\u00a0storage, as well as secure file exchange.<\/p>\n

Go to portal\u00a0<\/a><\/p>\n

IQ-EQ Xchange<\/a><\/p>\n

Private fund investors<\/strong><\/h3>\n

A portal that provides fund performance data and\u00a0fund documents via the Investran DX and Reporting &\u00a0Analytics portal.<\/p>\n

Go to portal ><\/a><\/p>\n

FIS Private Capital Suite (formerly Investran)<\/strong><\/h3>\n

An investor\u00a0portal that can be used to evaluate fund performance, analyse\u00a0strategies and geographies, and make comparisons with peer\u00a0groups. It incorporates\u00a0Preqin\u00a0benchmark data.<\/p>\n

Go to portal <\/a><\/p>\n

IQ-EQ Connect (Paxus<\/strong>)<\/h3>\n

Our preferred system for open-ended funds and directly held liquid securities. It provides a\u00a0fund accounting, portfolio valuation, fund pricing solution and\u00a0shareholder record-keeping administrative solution on a single,\u00a0fully integrated system.<\/p>\n

Go to portal\u00a0<\/a><\/p>\n

My Compliance Office<\/h3>\n

MCO<\/a><\/p>\n

 <\/p>\n

 <\/p>\n <\/div>\n<\/section>\n\n

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Key contacts<\/h2>\n <\/div>\n<\/section>\n\n
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\n \"\" <\/div>\n
\n \"\" <\/div>\n
\n

Rich Drew<\/h3>\n

Group Product Development Director <\/p>\n

<\/div>\n

United Kingdom<\/p>\n \n Send email <\/a>\n \n +44 207 397 5535 <\/a>\n

\n \n LinkedIn<\/span>\n <\/a>\n <\/div>\n <\/div>\n<\/div> <\/div>\n
\n <\/div>\n <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[415],"service_category":[31],"acf":[],"yoast_head":"\nClient portals - IQ-EQ<\/title>\n<meta name=\"description\" content=\"Enhance your data access with IQ-EQ's secure client portals. Stay informed and connected with your investment portfolio. Check out our client portals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/services\/client-portals\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client portals - IQ-EQ\" \/>\n<meta property=\"og:description\" content=\"Enhance your data access with IQ-EQ's secure client portals. Stay informed and connected with your investment portfolio. 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