Data driven.
Custom built.
Cosmos Scribe
Client users (such as investment professionals) can insert commentaries directly onto selected sections of the Cosmos dashboards, providing narratives on the economy, 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
IQ-EQ Cosmos includes a comprehensive set of pre-configured dashboards which give teams the detail they need.
Where you have further data requirements, IQ-EQ Cosmos can be fully configured to your specifications, from custom branding to building new dashboards for your specific reporting methodologies.
Mobile
View your IQ-EQ Cosmos dashboard on a smart phone or tablet on either Apple & Android devices.
Multi-format
Download your IQ-EQ Cosmos dashboards as PNG, Pdf or Powerpoint and underlying data in Excel or CSV.
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 for different demands for general partners (GPs), limited partners (LPs), real estate, ESG and high net worth individuals (HNWIs).
Sharing
Inform discussions by sharing comments, analysis or screenshots with colleagues, directly from your dashboard.
Dictionary
Easy explanations of all calculations and key performance metrics within IQ-EQ Cosmos dashboards.
Updates
Our in-house development team regularly release new and improved features.
Training and ongoing support
Get the most out of IQ-EQ Cosmos with training and ongoing support from our in-house technical experts.
Technology
IQ-EQ Cosmos uses an array of leading accounting and software systems including FIS Investran, Allvue and PFS Paxus and is powered by a Data Platform based on market-leading Snowflake technology.
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.