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.

IQ-EQ’s Portfolio Monitoring Solutions is powered by IQ-EQ Cosmos, our proprietary and unique multi-asset class reporting tool that delivers consolidated, real-time data reporting and analysis via a customised and secure online dashboard.

Whilst there may be other reporting tools out there, most are limited in scope and application to certain asset classes. We fill that gap in the marketplace with a true multi-asset class solution, backed by dedicated servicing teams including in-house technical and technological support.

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.