Data driven.
Custom built.
Cosmos Scribe
Client users (such as investment professionals) can add commentary directly onto selected sections of the Cosmos dashboards to provide supporting narrative, for example relating to macroeconomic factors or performance of the fund and/or investments.
One-click report generator
Client users can now merge various Cosmos dashboards (including qualitative and quantitative information) into one report, in PDF or PPT format, with just one click. The generated report can be used for investor, management or board reporting.
Customisable
For general partners (GPs), IQ-EQ Cosmos includes a comprehensive set of pre-configured dashboards that give teams the detail they need with customised branding.
Mobile
View your IQ-EQ Cosmos dashboard on a smart phone or tablet on both Apple and Android devices.
Multi-format
Download your IQ-EQ Cosmos dashboards as PNG, PDF or PPT and the underlying data in either Excel or CSV format.
Breach reporting
See how key performance metrics have performed over time with a RAG status.
Automated alerts
Get an immediate alert by text if key performance metrics have changed.
Modular
IQ-EQ Cosmos offers several modules catering to the different demands of GPs and limited partners (LPs), including tailored dashboards for real estate investments, ESG, and the specific needs of high-net-worth individuals.
Sharing
Inform discussions by sharing comments, analysis or screenshots with colleagues, directly from your dashboard.
Dictionary
Inform discussions by sharing comments, analysis or screenshots with colleagues, directly from your dashboard.
Updates
Our in-house development team regularly releases new and improved features.
Training and ongoing support
Our in-house development team regularly releases new and improved features.
Technology
IQ-EQ Cosmos uses an array of leading accounting and software systems including FIS Investran, Allvue and PFS Paxus and is powered by our Data Platform based on market-leading Snowflake technology.
Advanced cashflow forecasting
The platform also enables advanced Cashflow Forecasting, helping you model valuations, performance and future exposure to make confident, well‑informed decisions
This document is provided for information purposes only and does not constitute legal, tax, investment, regulatory, accounting or other professional advice. For more information on the legal and regulatory status of IQ-EQ companies please visit www.iqeq.com/legal-and-compliance.