{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/iqeq-com","markdownUrl":"https://nowen.ai/agents/iqeq-com.md","jsonUrl":"https://nowen.ai/agents/iqeq-com.json","name":"IQ-EQ","website":"https://iqeq.com","industry":"Financial Services","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T04:03:43.826Z","summary":"IQ-EQ provides investor services and operational support to investment managers, asset owners and businesses.","description":"IQ-EQ is a global investor services group supporting investment managers, asset owners and businesses with administration, compliance, governance, data and reporting services. Its professionals combine technical expertise, connected technology and personal partnership to help clients manage complex structures and operations.","mission":"Powering people and possibilities.","directory":{"industryName":"Financial Services","agentCount":316,"indexable":true,"hubUrl":"https://nowen.ai/industry/financial-services"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["Perplexity"],"products":[{"name":"Fund and Asset Managers","anchor":"product-fund-and-asset-managers","type":"Service","url":"https://iqeq.com/services/fund-asset-managers/","summary":"Manage complex funds across their lifecycle with administration, accounting, compliance and reporting support across asset classes and jurisdictions.","description":"IQ-EQ supports private markets fund managers and asset owners with administration, accounting, compliance and reporting across the investment lifecycle. The offering spans fund launch, fundraising, ongoing operations, investment activity, portfolio monitoring, reporting, exit and wind-down. Services cover closed- and open-ended funds and asset classes including private equity, venture capital, real assets, hedge funds, debt and credit, digital assets, and evergreen and hybrid funds. Support includes investor services, AIFM and depositary services, AML/KYC, fee and carried-interest administration, and technology-enabled operations with global delivery.","pricing":{},"features":[{"name":"Fund lifecycle administration","value":"Manage Fund Operations Across The Lifecycle","valueDescription":"Coordinate administration and accounting from fund launch through operations and closure, including records, NAV calculations and financial statements."},{"name":"Fund accounting and financial reporting","value":"Maintain Fund Accounts And Reporting","valueDescription":"Support accurate accounting and reporting through maintained records, NAV calculations, financial statements and investor reporting."},{"name":"Regulatory compliance and reporting","value":"Address Regulatory Requirements","valueDescription":"Access compliance expertise and reporting support for fund-related regulatory obligations across jurisdictions."},{"name":"Multi-asset-class fund administration","value":"Support Diverse Fund Structures","valueDescription":"Access administration for a range of alternative asset classes and closed- and open-ended fund structures."},{"name":"Investor servicing and transfer agency","value":"Manage Investor Transactions","valueDescription":"Handle investor transactions and records, including subscriptions, redemptions, capital calls and onboarding."},{"name":"AIFM and depositary services","value":"Access AIFM And Depositary Support","valueDescription":"Add AIFM and depositary capabilities to fund operations, with related authorization, compliance and reporting support."},{"name":"Fund technology","value":"Use Technology-Enabled Fund Services","valueDescription":"Use technology-supported processes and asset-class-aligned platforms for fund administration and operations."},{"name":"Global fund delivery","value":"Coordinate Fund Support Across Jurisdictions","valueDescription":"Access coordinated delivery and local expertise for cross-border fund structures and requirements."},{"name":"Fund operations outsourcing","value":"Outsource Fund Operations","valueDescription":"Use outsourced support for operational and compliance needs while focusing on investment activity and fundraising."},{"name":"Fund data and portfolio monitoring","value":"Monitor Investments Across Portfolios","valueDescription":"Track investments and access portfolio reporting across asset classes and jurisdictions."},{"name":"Fee and carried-interest administration","value":"Administer Fees And Carried Interest","valueDescription":"Support calculations and administration for management fees and carried interest."},{"name":"Fund classification support","value":"Address Fund Classification Requirements","valueDescription":"Access taxonomy support for relevant fund classification and reporting requirements."}]},{"name":"Asset owner solutions","anchor":"product-asset-owner-solutions","type":"Service","url":"https://iqeq.com/services/asset-owner-solutions/","summary":"Helps asset owners and limited partners oversee investments with accounting, portfolio monitoring and transparent reporting support.","description":"IQ-EQ provides asset owners and limited partners with tailored investment accounting, portfolio monitoring, consolidated reporting and liquidity management. Support includes management accounts, financial statements, bookkeeping, accounting records, and carry and management fee modelling and validation. Reporting can include daily transaction reports in client-selected formats, alignment with ILPA, INREV and ANREV frameworks, and ESG metrics through IQ-EQ Cosmos. Cosmos provides access to investment and accounting records across portfolios and supports portfolio, KPI and customized reporting, including dashboards.","pricing":{},"features":[{"name":"Investment accounting and administration","value":"Maintain Accurate Investment Records","valueDescription":"Access accounting and administrative support for financial statements, bookkeeping and investment records."},{"name":"Portfolio monitoring and analytics","value":"Monitor Portfolio Performance","valueDescription":"Track investments and assess performance across portfolios and jurisdictions."},{"name":"Consolidated and framework-aligned reporting","value":"Access Transparent Portfolio Reports","valueDescription":"Receive daily transaction and consolidated portfolio reporting in preferred formats, aligned with specified frameworks and including ESG metrics where required."},{"name":"IQ-EQ Cosmos portfolio access","value":"Access Portfolio Records In One Platform","valueDescription":"Use Cosmos to access portfolio records and reporting, including daily transaction reports, ESG metrics and customized dashboards."},{"name":"Carry and management fee modelling","value":"Validate Fund Manager Fees","valueDescription":"Use modelling and validation of carry and management fees to support informed assessment."},{"name":"Liquidity management","value":"Manage Investment Liquidity","valueDescription":"Access liquidity management as part of financial and administrative support."},{"name":"Flexible service partnership","value":"Choose Your Level Of Support","valueDescription":"Work with a dedicated team and select a level of service suited to operational needs."}]},{"name":"Asset servicing","anchor":"product-asset-servicing","type":"Service","url":"https://iqeq.com/services/asset-servicing/","summary":"Coordinate asset administration, monitoring and custody support to help clients manage complex financial and physical assets.","description":"IQ-EQ’s asset servicing offering helps clients track assets, report on key metrics and protect assets through custodian services. It includes portfolio monitoring and reporting, fiducie services, loan agency and administration, luxury asset company setup and management, property and lifestyle management, and real estate structuring. Luxury asset support covers companies holding cars, yachts, aircraft and art, while property and lifestyle services can include property care, concierge, household administration and coordination with advisers and service providers.","pricing":{},"features":[{"name":"Portfolio monitoring and reporting","value":"Track Investments Across Portfolios","valueDescription":"Monitor investments and access reporting to support strategic decision-making."},{"name":"Custodian services","value":"Protect Financial Assets","valueDescription":"Access custodian services designed to support asset safety."},{"name":"Loan agency and administration","value":"Manage Multi-Party Loans","valueDescription":"Access loan agency and administration throughout multi-party loan lifecycles."},{"name":"Luxury asset company management","value":"Structure And Manage Luxury Assets","valueDescription":"Set up and manage companies holding a range of luxury assets, with support for asset ownership structures and protection."},{"name":"Fiducie services","value":"Manage Assets From Setup To Termination","valueDescription":"Coordinate asset management and financial transactions throughout the fiducie lifecycle."},{"name":"Property and lifestyle management","value":"Coordinate Property And Lifestyle Needs","valueDescription":"Access property, concierge and lifestyle coordination, including specified property transactions and household administration."},{"name":"Real estate investment structuring","value":"Structure Real Estate Investments","valueDescription":"Establish real estate investment structures tailored to client needs."}]},{"name":"Banking and treasury","anchor":"product-banking-and-treasury","type":"Service","url":"https://iqeq.com/services/banking-treasury/","summary":"Access banking and treasury solutions that help manage global cash, cross-border payments, accounts and foreign exchange risk.","description":"IQ-EQ connects clients with global banks and online financial service providers Ebury and Alpha Group for treasury and global cash management solutions. Services include account opening, cross-border payments and FX risk management. Ebury provides cash management capabilities, including payments and collections, while Alpha offers global accounts and mass payments. Online platforms support transaction and account management across jurisdictions.","pricing":{},"features":[{"name":"Global cash management","value":"Manage Cash Across Global Operations","valueDescription":"Access global cash management solutions through IQ-EQ’s banking relationships and provider partnerships."},{"name":"Cross-border payments","value":"Make Payments Across Borders","valueDescription":"Access global payment capabilities, including support for payments and collections involving emerging markets."},{"name":"FX risk management","value":"Manage Foreign Exchange Exposure","valueDescription":"Use FX risk management support for currency exposure, including emerging market currencies."},{"name":"Account opening and local account availability","value":"Open Accounts Across Jurisdictions","valueDescription":"Access account-opening support and local account options through provider networks."},{"name":"Centralized online account management","value":"Manage Accounts In One Place","valueDescription":"Use online platforms to manage accounts and support global transactions and treasury operations centrally."}]},{"name":"CFO support services","anchor":"product-cfo-support-services","type":"Service","url":"https://iqeq.com/services/cfo-services/","summary":"Outsource finance operations and reporting to strengthen financial infrastructure and free management teams to focus on strategic priorities and growth.","description":"IQ-EQ provides outsourced CFO, accounting and finance support for fund managers and asset owners. Services include fund administrator oversight, management company and general partner controllership, budgeting, forecasting, cash flow management, financial reporting, treasury, internal controls, investor communications, operational due diligence, and fund launch and wind-down support. The service can integrate with existing operations and provide scalable financial infrastructure. U.S. support also includes tax filing coordination, audit support, and Form PF information collection, completion and submission facilitation.","pricing":{},"features":[{"name":"Fund administrator oversight","value":"Strengthen Fund Administration Oversight","valueDescription":"Review key administrator calculations and records to support oversight of fund operations and NAV accuracy."},{"name":"Management company controllership","value":"Manage Core Company Finances","valueDescription":"Support day-to-day financial operations and maintain financial records and controls for management companies and general partners."},{"name":"Financial planning and analysis","value":"Inform Financial Planning","valueDescription":"Use budgeting, forecasting and analysis to plan and assess financial performance."},{"name":"Financial reporting and audit support","value":"Prepare Financial Reports And Support Audits","valueDescription":"Organize financial information for internal reporting, audits and tax processes, including Form PF information collection and preparation."},{"name":"Treasury management","value":"Coordinate Treasury Operations","valueDescription":"Manage cash movements, accounts payable, capital calls and financing information through treasury support."},{"name":"Internal controls and risk management","value":"Maintain Financial Controls","valueDescription":"Document and test controls across key financial processes to support oversight."},{"name":"Form PF reporting support","value":"Coordinate Form PF Reporting","valueDescription":"Support Form PF preparation by organizing information, populating the form and facilitating submission."},{"name":"Investor reporting and communications","value":"Support Investor Communications","valueDescription":"Address investor and audit information needs with tailored reporting and confirmation responses."},{"name":"Operational due diligence support","value":"Prepare Due Diligence Responses","valueDescription":"Support operational due diligence requirements when soliciting institutional investments."},{"name":"Fund lifecycle event support","value":"Coordinate Fund Lifecycle Events","valueDescription":"Organize timelines and tasks for fund launches and wind-downs."},{"name":"Finance systems implementation","value":"Implement Finance Systems","valueDescription":"Support development of financial and operational infrastructure suited to client needs."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"CFO and middle office support services to asset owners","anchor":"product-cfo-and-middle-office-support-services-to-asset-owners","type":"Service","url":"https://iqeq.com/services/cfo-and-middle-office-support-services-to-asset-owners/","summary":"Outsource financial and post-trade operations to reduce operational risk and free asset owners to focus on investment performance and strategic growth.","description":"IQ-EQ provides asset owners with integrated outsourced CFO and middle office support. CFO services include accounting and fund administrator oversight, budgeting, forecasting, financial analysis, cash flow management, audit coordination, finance systems implementation and financial control for management companies. Middle office support for liquid hedge fund operations spans launch to wind-down through outsourcing, co-sourcing and advisory. Services include post-trade processing, shadow book maintenance, trading architecture, real-time position tracking, FX hedging, margin and collateral monitoring, reconciliations and corporate action processing.","pricing":{},"features":[{"name":"Post-trade lifecycle management","value":"Manage Post-Trade Operations","valueDescription":"Support post-trade activity through trade capture, reconciliation and resolution of settlement issues."},{"name":"Accounting and financial oversight","value":"Strengthen Financial Oversight","valueDescription":"Coordinate accounting and financial planning support, controls, audits and systems for asset owner operations."},{"name":"Shadow book maintenance","value":"Maintain Shadow Book Records","valueDescription":"Maintain supporting records for asset owner middle office operations."},{"name":"Trading architecture and systems","value":"Tailor Trading Architecture","valueDescription":"Align trading architecture and systems with client strategy and operational requirements."},{"name":"Position, margin and collateral monitoring","value":"Monitor Positions And Collateral","valueDescription":"Track portfolio positions and monitor margin and collateral to support operational oversight."},{"name":"FX hedging","value":"Hedge Multi-Currency Exposure","valueDescription":"Access FX hedging support for multi-currency portfolios."},{"name":"Daily reconciliations and corporate actions","value":"Reconcile Accounts And Process Corporate Actions","valueDescription":"Support portfolio administration through daily reconciliations and corporate action processing."}]},{"name":"Corporate administration services","anchor":"product-corporate-administration-services","type":"Service","url":"https://iqeq.com/services/corporate-administration/","summary":"Delegate corporate administration and governance tasks to help manage entities, meet requirements and keep day-to-day operations running smoothly.","description":"IQ-EQ provides corporate administration and governance support for multi-jurisdictional entities and SPVs throughout their lifecycle. Singapore services include company secretarial support, company formation, nominee services, accounting and transactional services, payroll, immigration, banking and tax services. Broader entity management combines administration, reporting and back-office support across jurisdictions to help simplify complex structures and support compliance.","pricing":{},"features":[{"name":"Entity and SPV lifecycle support","value":"Manage Entities Across Their Lifecycle","valueDescription":"Receive support from setup through ongoing administration for entities and SPVs operating across jurisdictions."},{"name":"Corporate secretarial administration","value":"Maintain Corporate Records","valueDescription":"Support governance and record-keeping with statutory records, meeting support, resolutions and corporate action guidance."},{"name":"Multi-jurisdictional delivery","value":"Coordinate Support Across Jurisdictions","valueDescription":"Combine global delivery and local expertise to support consistent entity operations across markets."},{"name":"Regulatory filings and returns","value":"Prepare And Lodge Required Filings","valueDescription":"Receive assistance with preparing and lodging required Singapore filings."},{"name":"Company formation and registration","value":"Form And Register Companies","valueDescription":"Establish a range of Singapore business structures, including companies, partnerships and branch offices."},{"name":"Nominee and registered office services","value":"Access Nominee And Office Services","valueDescription":"Obtain specified company support roles and registered office services."},{"name":"Corporate action support","value":"Manage Corporate Changes","valueDescription":"Get assistance with specified corporate changes and board support."},{"name":"Accounting and transactional services","value":"Prepare Accounts And Financial Statements","valueDescription":"Access accounting, financial statement, audit liaison and specified XBRL and GST support."},{"name":"Payroll, immigration, banking and tax administration","value":"Coordinate Corporate Administration Tasks","valueDescription":"Access specified payroll, immigration, banking and tax administration as part of corporate services."}]},{"name":"Data services","anchor":"product-data-services","type":"Service","url":"https://iqeq.com/services/data-services/","summary":"Organize and use fragmented data more effectively to gain clarity and make better-informed decisions.","description":"IQ-EQ’s end-to-end data services help clients manage data through collection, aggregation, exchange, storage, analysis and reporting. The IQ-EQ Data Platform, underpinned by Snowflake, offers flexible cloud-based solutions for managing client data and storing and analysing large volumes efficiently. Clients can access, distil and leverage data to support better-informed decisions.","pricing":{},"features":[{"name":"Fragmented data management","value":"Organize Fragmented Data","valueDescription":"Manage client data through a flexible platform that helps organize and understand information."},{"name":"Cloud data storage and analysis","value":"Store And Analyze Large Data Volumes","valueDescription":"Store and analyse large volumes of data flexibly and efficiently through a cloud-based platform."},{"name":"Data-driven decision support","value":"Make Better-Informed Decisions","valueDescription":"Access, distil and use data to support better-informed decisions."},{"name":"Data collection, aggregation and exchange","value":"Collect And Exchange Client Data","valueDescription":"Collect, aggregate and exchange data to support its management and use."},{"name":"Data reporting","value":"Report Client Data","valueDescription":"Use managed client data in reporting."}]},{"name":"Outsourcing","anchor":"product-outsourcing","type":"Service","url":"https://iqeq.com/services/outsourcing/","summary":"Outsource financial statement preparation to access accounting expertise, coordinated auditor processes and reporting across recognised accounting standards.","description":"IQ-EQ prepares financial statements for investment funds and operating companies, managing the process from first draft through auditor review and final sign-off. The team coordinates with clients, administrators, auditors and other providers to gather supporting materials and manage agreed timelines. It has experience with IFRS, US GAAP, Luxembourg GAAP, UK GAAP and other recognised accounting standards, and supports a range of investment strategies and legal structures.","pricing":{},"features":[{"name":"Financial statement preparation","value":"Outsource Financial Statement Preparation","valueDescription":"Use qualified professionals to prepare financial statements for funds and operating companies."},{"name":"End-to-end audit process support","value":"Manage The Process Through Audit Sign-Off","valueDescription":"Coordinate financial statement preparation and review through final audit sign-off."},{"name":"Accounting standards expertise","value":"Apply Recognised Accounting Standards","valueDescription":"Access preparation expertise across multiple accounting frameworks."},{"name":"Stakeholder and timeline coordination","value":"Coordinate Inputs And Agreed Timelines","valueDescription":"Gather supporting materials and coordinate stakeholders to manage agreed delivery timelines."},{"name":"Fund and structure coverage","value":"Support Diverse Funds And Legal Structures","valueDescription":"Access financial statement preparation across a range of investment strategies and legal structures."},{"name":"Global fund experience","value":"Draw On Global Fund Experience","valueDescription":"Draw on reported experience spanning more than 2,200 funds and several jurisdictions."}]},{"name":"Regulatory compliance services","anchor":"product-regulatory-compliance-services","type":"Service","url":"https://iqeq.com/services/regulatory-compliance-services/","summary":"Get tailored compliance support to address regulatory obligations, manage risk and keep pace with changing requirements.","description":"IQ-EQ provides regulatory compliance consulting and managed support for regulated firms. Services include licence applications and authorisations, compliance programme implementation, regulatory advice and reporting, AML/CTF and client due diligence, policies and procedures, training, audits, mock inspections, health checks and remediation. Specialist support also covers expert network compliance, delegated risk management, post-trade surveillance, compliance software and regulatory developments. The service includes Singapore-focused consulting and training, with support tailored to client needs and jurisdictions.","pricing":{},"features":[{"name":"Compliance programme implementation and oversight","value":"Manage Ongoing Compliance Obligations","valueDescription":"Support implementation and maintenance of compliance programmes across governance, regulatory interactions and operational controls."},{"name":"Regulatory monitoring and advisory","value":"Track And Interpret Regulatory Changes","valueDescription":"Stay informed about relevant developments and receive guidance on potential business impacts and required changes."},{"name":"AML/CTF and client due diligence","value":"Support AML And Client Due Diligence","valueDescription":"Access onboarding, screening, AML documentation, audits and remediation, and specified MLRO and AMLCO services."},{"name":"Compliance audits and inspection remediation","value":"Prepare For And Address Inspections","valueDescription":"Assess compliance and receive support addressing inspection findings and remediation needs."},{"name":"Compliance policies and procedures","value":"Develop Tailored Compliance Documentation","valueDescription":"Put tailored policies, procedures and control documentation in place."},{"name":"Regulatory applications and authorisations","value":"Support Regulatory Authorisation","valueDescription":"Get support with licence applications and initial regulatory authorisations."},{"name":"Regulatory reporting","value":"Meet Regulatory Reporting Requirements","valueDescription":"Get assistance preparing regulatory reporting and submissions."},{"name":"Compliance training","value":"Build Regulatory Knowledge","valueDescription":"Provide specialist training to support professional development obligations and regulatory knowledge."},{"name":"Expert network compliance support","value":"Manage Expert Network Risks","valueDescription":"Strengthen expert network procedures with due diligence, call chaperoning and detailed notes."},{"name":"Managed compliance and risk services","value":"Access Managed Compliance Support","valueDescription":"Use managed compliance and related risk support within IQ-EQ’s regulatory services."},{"name":"Compliance software","value":"Use Compliance Software","valueDescription":"Access compliance software as part of regulatory support."}]},{"name":"ESG services","anchor":"product-esg-services","type":"Service","url":"https://iqeq.com/services/esg-services/","summary":"Organize ESG strategy, data and reporting to support compliance, demonstrate performance and pursue sustainable investment goals.","description":"IQ-EQ helps alternative asset managers, corporates and investors develop ESG strategies, collect and manage portfolio data, and produce sustainability, investor and regulatory reports. Services cover disclosures, policies and operating procedures; framework and metric selection; portfolio-company data requests and collation; and performance dashboards. A strategic alliance with Novata supports ESG data collection and reporting.","pricing":{},"features":[{"name":"ESG reporting and dashboards","value":"Produce ESG Performance Reports","valueDescription":"Demonstrate ESG performance through reports and dashboards across investments and funds."},{"name":"ESG strategy and setup","value":"Establish An ESG Foundation","valueDescription":"Create ESG strategies, policies and documentation suited to regulatory requirements and investor expectations."},{"name":"ESG data collection and strategy","value":"Collect And Manage Portfolio ESG Data","valueDescription":"Select relevant metrics, request data through a secure platform and aggregate portfolio information with support for data quality."},{"name":"ESG regulatory compliance","value":"Address ESG Regulatory Requirements","valueDescription":"Access support for ESG regulatory requirements and related investor reporting."},{"name":"ESG administrative support","value":"Reduce ESG Administration Work","valueDescription":"Coordinate ESG administration, data collection and analytics through a dedicated team."}]},{"name":"Foundation and trust administration services","anchor":"product-foundation-and-trust-administration-services","type":"Service","url":"https://iqeq.com/services/trust-foundation-administration/","summary":"Helps asset owners administer trust and foundation structures and manage related records, entities and tax compliance.","description":"IQ-EQ provides trust and foundation administration tailored to wealth planning needs and coordinated with clients’ advisers. Related support includes trust formation and management, bookkeeping and accounting, family investment companies, holding companies, private trust companies, and tax filings and compliance.","pricing":{},"features":[{"name":"Trust and foundation administration","value":"Administer Trust And Foundation Structures","valueDescription":"Access formation and ongoing administration for trust and foundation structures."},{"name":"Bookkeeping and accounting","value":"Maintain Trust Financial Records","valueDescription":"Track financial records related to trust administration."},{"name":"Tax filings and compliance","value":"Handle Tax Filings And Compliance","valueDescription":"Receive support with tax filing and compliance requirements."},{"name":"Trust compliance and administration","value":"Follow Trust Rules And Coordinate Administration","valueDescription":"Support trust administration through monitoring, compliance with applicable rules and communication among trust parties."},{"name":"Related company support","value":"Manage Related Wealth Structures","valueDescription":"Access company formation and administration support for entities connected to wealth planning structures."}]},{"name":"Fund services","anchor":"product-fund-services","type":"Service","url":"https://iqeq.com/services/fund-services/","summary":"Fund services help asset owners and managers handle operations, compliance and reporting across the investment lifecycle.","description":"IQ-EQ provides fund administration, compliance and reporting support for asset owners and fund managers across the investment lifecycle. Services address complex fund structures and multiple asset classes, combining specialist expertise, global delivery and technology-enabled operations. Support can cover fund launch and fundraising, ongoing administration, investment activity, portfolio monitoring, reporting, exit and distribution.","pricing":{},"features":[{"name":"Fund administration and accounting","value":"Manage Fund Operations Accurately","valueDescription":"Support fund accounting and administration across records, NAV calculations, financial statements and transaction processing."},{"name":"Regulatory compliance and fund reporting","value":"Address Fund Obligations","valueDescription":"Access compliance and reporting support for regulatory and investor requirements."},{"name":"Investment lifecycle support","value":"Support Funds From Launch To Exit","valueDescription":"Coordinate support throughout the investment lifecycle."},{"name":"Investor servicing","value":"Manage Investor Transactions","valueDescription":"Support investor transactions and related onboarding and reporting."},{"name":"Technology-enabled operations","value":"Scale Operations With Fund Technology","valueDescription":"Use platforms and technology-supported processes for fund administration across asset classes."},{"name":"Multi-jurisdictional fund support","value":"Coordinate Support Across Jurisdictions","valueDescription":"Access coordinated support for cross-border funds and jurisdiction-specific requirements."},{"name":"Alternative asset-class expertise","value":"Support Diverse Fund Strategies","valueDescription":"Access services across a range of asset classes and fund structures."}]},{"name":"Governance, risk management, compliance and reporting","anchor":"product-governance-risk-management-compliance-and-reporting","type":"Service","url":"https://iqeq.com/services/governance-risk-management-compliance-and-reporting/","summary":"Helps asset owners address regulatory obligations, manage risk and support compliance and reporting requirements.","description":"IQ-EQ’s governance, risk management, compliance and reporting service supports asset owners with regulatory expertise and operational compliance solutions. Related services include compliance programme implementation, regulatory advice and reporting, delegated risk management, post-trade surveillance and compliance software. Regulatory support can also include licence applications, policies and procedures, internal audits, mock inspections, compliance health checks and training.","pricing":{},"features":[{"name":"Compliance programme implementation and advice","value":"Implement And Maintain Compliance Programmes","valueDescription":"Access implementation and ongoing support for compliance programmes, regulatory interactions, controls and updates."},{"name":"Delegated risk management","value":"Delegate Risk Management","valueDescription":"Use delegated risk management support within broader compliance services."},{"name":"Regulatory reporting and applications","value":"Support Regulatory Reporting","valueDescription":"Access reporting and application support for regulatory obligations."},{"name":"Compliance policies and procedures","value":"Develop Compliance Policies","valueDescription":"Obtain tailored compliance and operational documentation."},{"name":"Compliance audits, inspections and training","value":"Review Compliance And Build Knowledge","valueDescription":"Assess compliance, address gaps and provide training to support regulatory knowledge."},{"name":"Post-trade surveillance and software","value":"Monitor Post-Trade Compliance","valueDescription":"Access surveillance and compliance software through IQ-EQ’s regulatory services."}]},{"name":"Luxury assets services","anchor":"product-luxury-assets-services","type":"Service","url":"https://iqeq.com/services/luxury-assets/","summary":"Structure and manage companies holding luxury assets to support asset ownership and protection.","description":"IQ-EQ helps clients set up and manage companies that hold luxury assets, including cars, yachts, aircraft and art. These services provide a structure for holding such assets and support asset protection.","pricing":{},"features":[{"name":"Luxury asset holding company setup and management","value":"Structure And Manage Asset Ownership","valueDescription":"Set up and manage companies to hold luxury assets."},{"name":"Luxury asset coverage","value":"Hold Cars, Yachts, Aircraft, And Art","valueDescription":"Use holding structures for a range of luxury assets."},{"name":"Luxury asset protection","value":"Protect Luxury Assets","valueDescription":"Use companies set up to hold luxury assets as part of asset protection services."}]},{"name":"Aviation leasing and finance services","anchor":"product-aviation-leasing-and-finance-services","type":"Service","url":"https://iqeq.com/services/aviation-finance/","summary":"Get back- and middle-office support for aviation leasing and finance activities, helping teams focus on transactions.","description":"IQ-EQ lists aviation leasing and finance services within its Debt, Capital Markets and Corporate offering. This offering provides back- and middle-office support across relevant financial and corporate services.","pricing":{},"features":[{"name":"Back- and middle-office support","value":"Focus On Transactions","valueDescription":"Use back- and middle-office support to help teams focus on transactions rather than paperwork."}]},{"name":"Capital markets services","anchor":"product-capital-markets-services","type":"Service","url":"https://iqeq.com/sg/services/capital-markets/","summary":"Supports structured finance and capital markets transactions from SPV set-up through ongoing administration and reporting.","description":"IQ-EQ supports structured finance, securitisation and capital markets transactions, including collateralised loan obligations, from SPV set-up and execution through ongoing administration and reporting. Its integrated support combines specialist expertise, back- and middle-office services and technology across jurisdictions to help simplify operational complexity and support compliance.","pricing":{},"features":[{"name":"SPV setup and transaction execution","value":"Support Transaction Setup And Execution","valueDescription":"Get support with SPV setup and transaction execution."},{"name":"Transaction lifecycle administration","value":"Coordinate Transaction Lifecycle Support","valueDescription":"Access support spanning transaction execution and ongoing structure administration."},{"name":"Transaction reporting","value":"Provide Ongoing Transaction Reporting","valueDescription":"Access reporting support throughout ongoing structure administration."},{"name":"Multi-jurisdictional delivery","value":"Coordinate Support Across Jurisdictions","valueDescription":"Access coordinated administration and reporting across jurisdictions."},{"name":"Compliance and operational support","value":"Support Compliance Across Complex Structures","valueDescription":"Use specialist operational support for debt, capital markets and securitisation structures."}]},{"name":"Insurance services","anchor":"product-insurance-services","type":"Service","url":"https://iqeq.com/services/insurance/","summary":"Access back- and middle-office support to help insurance teams focus on their deals rather than paperwork.","description":"IQ-EQ provides back- and middle-office support across insurance and corporate services. Insurance is also listed among the asset-owner sectors it serves.","pricing":{},"features":[{"name":"Back- and middle-office support","value":"Focus On Deals, Not Paperwork","valueDescription":"Use back- and middle-office support for insurance operations."}]},{"name":"Loan services","anchor":"product-loan-services","type":"Service","url":"https://iqeq.com/services/loan-services/","summary":"Manage multi-party loans from start to finish with administration, agency support and reporting.","description":"IQ-EQ provides loan agent and administration services for multi-party loans. Support includes loan management, portfolio reporting, interest computation, collateral and covenant monitoring, cash flow management, and loan agency support for closings, notices, funding and borrower and lender communications.","pricing":{},"features":[{"name":"Multi-party loan administration","value":"Manage Loans From Start To Finish","valueDescription":"Coordinate administration throughout the multi-party loan lifecycle."},{"name":"Loan agency and deal execution","value":"Coordinate Loan Agency And Deal Closings","valueDescription":"Coordinate loan notices, closings, funding and communications."},{"name":"Loan portfolio reporting","value":"Track Loan Portfolio Activity","valueDescription":"Access information on loan portfolios and related reporting."},{"name":"Loan cash flow management","value":"Monitor And Manage Loan Cash Flows","valueDescription":"Coordinate loan cash flow processes, reconciliations, drawdowns and distributions."},{"name":"Loan interest and transaction administration","value":"Administer Interest And Loan Transactions","valueDescription":"Support interest calculation and derivatives transaction administration."},{"name":"Collateral and covenant monitoring","value":"Monitor Collateral And Covenants","valueDescription":"Track collateral and covenants to support oversight of loan terms."}]},{"name":"Global entity management for corporate structures","anchor":"product-global-entity-management-for-corporate-structures","type":"Service","url":"https://iqeq.com/services/global-entity-management-solutions/","summary":"Coordinate corporate entity and SPV administration across jurisdictions, supporting compliance and operations throughout the lifecycle.","description":"IQ-EQ provides corporate administration and governance support for multi-jurisdictional entities and SPVs across their lifecycle. Its broader debt, capital markets and corporate offering combines administration, reporting and back-office support across jurisdictions to help simplify complex structures and support compliance.","pricing":{},"features":[{"name":"Lifecycle entity and SPV support","value":"Support Entities Throughout Their Lifecycle","valueDescription":"Access administration and governance support from setup through ongoing operations."},{"name":"Multi-jurisdictional entity management","value":"Coordinate Support Across Jurisdictions","valueDescription":"Maintain coordinated operations across markets with global delivery and local expertise."},{"name":"Integrated administration and reporting","value":"Connect Administration And Reporting","valueDescription":"Coordinate administration, reporting and back-office work across jurisdictions."}]},{"name":"Securitisation services","anchor":"product-securitisation-services","type":"Service","url":"https://iqeq.com/services/securitisation/","summary":"Get coordinated support across securitisation transactions and structures, helping simplify complexity and support compliance.","description":"IQ-EQ provides integrated administration, reporting and back-office support for securitisation structures across jurisdictions. Specialists support transactions from structuring and execution through ongoing administration and reporting.","pricing":{},"features":[{"name":"Transaction lifecycle support","value":"Coordinate Support Across The Transaction Lifecycle","valueDescription":"Access support spanning transaction structures, administration and reporting."},{"name":"Structuring and execution support","value":"Support SPV Setup And Transaction Execution","valueDescription":"Get assistance with SPV set-up and transaction execution."},{"name":"Compliance support","value":"Support Compliance Across Complex Structures","valueDescription":"Access specialist support for compliance requirements across complex structures."},{"name":"Multijurisdictional delivery","value":"Coordinate Support Across Jurisdictions","valueDescription":"Access coordinated services across jurisdictions with local understanding."}]},{"name":"Special purpose vehicle management services","anchor":"product-special-purpose-vehicle-management-services","type":"Service","url":"https://iqeq.com/services/spv-management-services/","summary":"Coordinate SPV operations and investment-structure support to help managers oversee complexity and focus on investment performance.","description":"IQ-EQ provides SPV management as part of its end-to-end support for real asset investment structures. Its coordinated service model supports requirements from fund and SPV through holding company and portfolio company, combining SPV management with corporate governance, accounting, tax compliance, regulatory support, technology and portfolio reporting. The service is backed by global delivery and local expertise.","pricing":{},"features":[{"name":"SPV management","value":"Manage SPV Requirements","valueDescription":"Coordinate operational needs across fund, SPV, holding company and portfolio company structures."},{"name":"Corporate governance support","value":"Support Strong Governance","valueDescription":"Coordinate SPV management with governance support for real asset structures."},{"name":"SPV accounting and tax compliance","value":"Coordinate Accounting And Tax","valueDescription":"Access accounting and tax compliance as part of SPV management."},{"name":"Coordinated global delivery","value":"Coordinate Multi-Jurisdictional Support","valueDescription":"Work with coordinated delivery and local expertise as investment structures grow."},{"name":"Regulatory support","value":"Address Regulatory Support Needs","valueDescription":"Access regulatory support for real asset investment structures."},{"name":"Portfolio reporting support","value":"Coordinate Portfolio Reporting","valueDescription":"Bring portfolio reporting inputs together with related structure support."}]},{"name":"Portfolio analytics and reporting services","anchor":"product-portfolio-analytics-and-reporting-services","type":"Service","url":"https://iqeq.com/us/services/portfolio-analytics-reporting-services/","summary":"Gain investment oversight with tailored analytics, reporting and financial support to assess portfolios and make informed decisions.","description":"IQ-EQ provides investment oversight to fund managers of open- and closed-end funds. Services include valuation facilitation, investor reporting and request support, audit coordination, net waterfall modelling, liquidity analysis and capital projections. IQ-EQ develops dynamic fund models tailored to each portfolio, supports cash flow forecasting and performance tracking, and offers customized reporting and dashboards. Its software-agnostic approach integrates with clients’ existing technology stacks, and tools such as Qashqade support complex waterfall modelling.","pricing":{},"features":[{"name":"Valuation facilitation","value":"Support Accurate Investment Valuations","valueDescription":"Support investment oversight and valuation accuracy through valuation facilitation."},{"name":"Investor reporting and audit coordination","value":"Support Reporting And Audit Readiness","valueDescription":"Address investor information needs and coordinate audit processes."},{"name":"Liquidity forecasting and capital projections","value":"Forecast Liquidity And Capital Needs","valueDescription":"Use liquidity analysis and capital projections to support fund planning."},{"name":"Customized fund models","value":"Tailor Models To Each Portfolio","valueDescription":"Use portfolio-specific models for financial analysis, cash flow forecasts and performance monitoring."},{"name":"Software-agnostic technology integration","value":"Integrate With Existing Technology","valueDescription":"Use existing systems and data platforms without a mandated technology migration."},{"name":"Net waterfall modelling","value":"Model Fund Waterfalls","valueDescription":"Support complex fund waterfall calculations."},{"name":"Customized reporting and dashboards","value":"Access Tailored Reports And Dashboards","valueDescription":"Present portfolio information in formats tailored to client needs."},{"name":"Financial workflow coordination","value":"Simplify Financial Workflows","valueDescription":"Coordinate investment and accounting teams to support financial workflows."},{"name":"Cash and leverage management","value":"Manage Cash And Financial Leverage","valueDescription":"Access tools for cash and financial leverage management."}]},{"name":"CFO and accounting support services","anchor":"product-cfo-and-accounting-support-services","type":"Service","url":"https://iqeq.com/us/services/u-s-cfo-services/","summary":"Outsource accounting and finance operations to strengthen financial infrastructure and give CFOs more time for strategy and growth.","description":"IQ-EQ’s U.S. CFO and accounting support service provides outsourced accounting and finance for alternative investment firms. It covers fund administrator oversight, management company and general partner controllership, financial reporting, treasury, enterprise risk management, investor communications, operational due diligence, and fund launch and wind-down support. The team implements and operates internal controls and finance operations tailored to client needs, integrating with existing operations.","pricing":{},"features":[{"name":"Fund administrator oversight","value":"Improve Fund Administrator Oversight","valueDescription":"Review key administrator calculations and records across fund processes."},{"name":"Management company and GP controllership","value":"Strengthen Company Financial Control","valueDescription":"Support day-to-day financial operations and records for management companies and general partners."},{"name":"Financial reporting and audit support","value":"Prepare Financial Reports And Support Audits","valueDescription":"Produce financial statements and consolidation reports, and support audits and related filing processes."},{"name":"Treasury management","value":"Manage Cash And Treasury Operations","valueDescription":"Coordinate cash activities, accounts and financing information."},{"name":"Enterprise risk management and internal controls","value":"Maintain And Test Internal Controls","valueDescription":"Document and test controls across specified financial processes."},{"name":"Operational due diligence support","value":"Complete And Maintain Due Diligence Responses","valueDescription":"Support operational due diligence questionnaires and ongoing updates."},{"name":"Fund launch and wind-down support","value":"Coordinate Fund Launches And Wind-Downs","valueDescription":"Organize fund lifecycle events through planning and project management."},{"name":"Investor communications","value":"Support Investor Reporting And Confirmations","valueDescription":"Prepare investor reporting and respond to audit confirmation requests."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Cybersecurity services","anchor":"product-cybersecurity-services","type":"Service","url":"https://iqeq.com/us/services/cybersecurity-services/","summary":"Build cybersecurity programs, monitor threats and support compliance with regulatory requirements, privacy laws and industry practices.","description":"IQ-EQ U.S. provides cybersecurity services combining centralized automation and advisory expertise. Services span security risk assessment, policy development, incident planning, vendor risk monitoring, awareness training, endpoint monitoring, vulnerability scanning, penetration testing, phishing simulation, dark web monitoring, incident response testing and annual program reviews. Optional support includes due diligence, specialized technology and cloud assessments, Microsoft 365 security reviews, mock regulatory examinations, privacy law advisory and business continuity exercises.","pricing":{},"features":[{"name":"Cybersecurity risk assessments","value":"Identify Security Gaps","valueDescription":"Understand weaknesses and receive recommendations to address security and regulatory gaps."},{"name":"Endpoint and network monitoring","value":"Monitor Endpoints And Networks","valueDescription":"Identify policy and network failures through scanning, monitoring and alerts."},{"name":"Cybersecurity policies and incident planning","value":"Prepare For Security Incidents","valueDescription":"Put tailored security policies and incident response plans in place."},{"name":"Vendor cyber risk monitoring","value":"Monitor Third-Party Cyber Risk","valueDescription":"Assess cyber risks associated with vendors that have data access."},{"name":"Vulnerability scanning and penetration testing","value":"Find And Test Security Vulnerabilities","valueDescription":"Identify network weaknesses and test security controls through scanning and penetration testing."},{"name":"Cybersecurity awareness training","value":"Strengthen Staff Security Awareness","valueDescription":"Promote cybersecurity awareness through training and security communications."},{"name":"Phishing and dark web monitoring","value":"Monitor Phishing And Dark Web Risks","valueDescription":"Test user behavior and monitor dark web activity involving breaches and company domains."},{"name":"Program reviews and incident testing","value":"Review And Test Cybersecurity Readiness","valueDescription":"Assess cybersecurity programs and incident readiness, including practice examinations."},{"name":"Mock regulatory examinations","value":"Simulate Cybersecurity Regulatory Examinations","valueDescription":"Conduct a practice examination focused on cybersecurity."},{"name":"Specialized technology and privacy advisory","value":"Assess Technology And Privacy Risks","valueDescription":"Request focused technology, cloud, platform and privacy compliance assessments."},{"name":"Business continuity exercises","value":"Exercise Business Continuity Plans","valueDescription":"Test continuity plans through tabletop exercises."}]},{"name":"Outsourced Chief Compliance Officer services","anchor":"product-outsourced-chief-compliance-officer-services","type":"Service","url":"https://iqeq.com/us/services/outsourced-chief-compliance-officer-services/","summary":"Access compliance leadership and team support to oversee obligations, strengthen compliance programs and scale with your firm.","description":"IQ-EQ provides a seasoned outsourced Chief Compliance Officer supported by regulatory specialists and compliance infrastructure. The designated CCO acts as an extension of the management team, overseeing day-to-day program administration and providing guidance tailored to the firm’s strategy, operations and obligations. Services include policies and procedures, reviews, testing and monitoring, regulatory filings, examinations, training and investor due diligence. The model is scalable and technology-agnostic, integrating with existing systems.","pricing":{},"features":[{"name":"Dedicated CCO and compliance team","value":"Strengthen Compliance Leadership","valueDescription":"Access a designated compliance leader backed by a team and compliance infrastructure."},{"name":"Compliance programme administration","value":"Maintain Ongoing Program Oversight","valueDescription":"Coordinate core compliance activities, reviews, testing and monitoring."},{"name":"Regulatory monitoring and guidance","value":"Navigate Evolving Regulatory Expectations","valueDescription":"Receive guidance on changing requirements and emerging risks relevant to the business."},{"name":"Industry-specific regulatory experience","value":"Apply Relevant Industry Experience","valueDescription":"Tailor compliance guidance to client business models and regulatory frameworks."},{"name":"Regulatory filings and examination coordination","value":"Manage Regulatory Filings And Examinations","valueDescription":"Coordinate filing requirements and regulator engagement through the designated CCO."},{"name":"Marketing and employee compliance","value":"Oversee Marketing And Employee Compliance","valueDescription":"Support compliance reviews for marketing materials, employees and Code of Ethics requirements."},{"name":"Scalable continuity and onboarding","value":"Scale Support And Maintain Continuity","valueDescription":"Adapt compliance resources as requirements change and support continuity during leadership transitions."},{"name":"Technology-agnostic integration","value":"Integrate With Existing Systems","valueDescription":"Fit the CCO engagement to existing systems and adapt as requirements change."},{"name":"Compliance training and investor due diligence","value":"Support Training And Investor Due Diligence","valueDescription":"Provide compliance training and support during investor due diligence interactions."}]},{"name":"Outsourced middle office services","anchor":"product-outsourced-middle-office-services","type":"Service","url":"https://iqeq.com/us/services/middle-office/","summary":"Outsource or co-source tailored middle office operations to support trading workflows and portfolio oversight while managers focus on investment decisions.","description":"IQ-EQ provides buy-side middle office operations for liquid hedge funds, including hedge and hybrid strategies, through outsourcing, co-sourcing, lift-outs and advisory. Support spans launch, steady state and wind-down. Services include post-trade operations, trading architecture, shadow records, FX exposure monitoring, margin and collateral oversight, reconciliations and loan administration. Work is tailored to client strategy, trading frequency, investor base, target AUM and existing systems, and can be performed directly in the client’s OMS/PMS.","pricing":{},"features":[{"name":"Middle office outsourcing and co-sourcing","value":"Outsource Operations To Match Your Needs","valueDescription":"Choose an operating model and support level suited to your requirements and lifecycle stage."},{"name":"Post-trade lifecycle management","value":"Manage Post-Trade Operations","valueDescription":"Support trade capture, reconciliation and settlement resolution in the client’s source-of-truth OMS/PMS."},{"name":"Trading architecture design and implementation","value":"Design And Implement Trading Architecture","valueDescription":"Align systems and workflows with trading and business requirements."},{"name":"Shadow book maintenance","value":"Track Positions And Profit And Loss","valueDescription":"Maintain records to support oversight and accurate operational processing."},{"name":"Margin, collateral and cash management","value":"Monitor Margin And Collateral","valueDescription":"Oversee margin, collateral and cash movements, with recommendations for client approval."},{"name":"Trade and position reconciliations","value":"Reconcile Trades, Cash And Positions","valueDescription":"Identify and remediate operational differences using the client’s existing system."},{"name":"FX exposure monitoring and hedging","value":"Monitor And Manage Currency Exposure","valueDescription":"Track exposure and receive suggested transactions when client-defined tolerances are breached."},{"name":"Operational controls and continuity","value":"Review And Maintain Operational Controls","valueDescription":"Assess processes and support continuity of middle office operations."},{"name":"Launch and ongoing advisory","value":"Prepare Operations For Launch And Change","valueDescription":"Support operational setup and changes through launch, ongoing operations and wind-down."},{"name":"Loan administration and corporate actions","value":"Administer Loans And Corporate Actions","valueDescription":"Access loan administration and corporate action processing within the middle office offering."}]},{"name":"Tax services","anchor":"product-tax-services","type":"Service","url":"https://iqeq.com/us/services/tax-audit-support-services-2/","summary":"Access tax compliance, advisory and audit support that helps streamline tax operations and lets clients focus on their business.","description":"IQ-EQ provides tax compliance, advisory and managed services for U.S. fund managers, investment advisers, companies, private equity firms, fund of funds and family offices. Services include tax return preparation and filing, tax planning and structuring, tax provision support, transaction consulting, IRS and state audit support, review of returns and positions prepared by other providers, and partnership representative services. Software supports tax data monitoring and automated workflows for tax reports and estimates. IQ-EQ’s Asia team also provides tax guidance and compliance support.","pricing":{},"features":[{"name":"Tax return preparation and filing","value":"Prepare And File Tax Returns","valueDescription":"Access tax return preparation, review and filing support."},{"name":"Tax planning and structuring","value":"Plan And Structure Tax Affairs","valueDescription":"Use tax advice to assess planning and structuring options."},{"name":"Tax managed services and review","value":"Review Tax Returns And Positions","valueDescription":"Have externally prepared tax returns and positions reviewed for accuracy."},{"name":"IRS and state audit support","value":"Navigate IRS And State Audits","valueDescription":"Receive support during federal and state tax audits."},{"name":"Tax data monitoring and automated reporting","value":"Monitor Tax Data And Reports","valueDescription":"Monitor tax data and produce timely reports and estimates through automated workflows."},{"name":"Tax provisions and transaction consulting","value":"Plan Tax Provisions And Transactions","valueDescription":"Access support for tax provisions and transaction planning."},{"name":"Asia tax compliance and guidance","value":"Navigate Tax Compliance And Reliefs","valueDescription":"Access regional tax guidance, compliance support and advice on available reliefs and incentives."},{"name":"Partnership representative services","value":"Access Partnership Representative Support","valueDescription":"Use partnership representative services as part of U.S. tax support."}]},{"name":"U.S. trust services","anchor":"product-u-s-trust-services","type":"Service","url":"https://iqeq.com/us/services/u-s-trust-services/","summary":"Access IQ-EQ’s U.S. trust services offering.","description":"U.S. trust services is part of IQ-EQ’s U.S. service offering.","pricing":{},"features":[]},{"name":"Accounting and administration","anchor":"product-accounting-and-administration","type":"Service","url":"https://iqeq.com/sg/services/accounting-administration/","summary":"Get tailored accounting and administration support to streamline operations, support compliance and manage investments efficiently.","description":"IQ-EQ provides accounting and administration services for businesses and investors. The offering includes corporate administration, transfer agency, closed-ended fund administration, open-ended hedge and hybrid fund administration, and KYC services. It also describes risk management, AML/KYC, regulatory compliance, and trust and foundation administration support. Technology and automation are used to support administration accuracy and process efficiency.","pricing":{},"features":[{"name":"Corporate administration","value":"Streamline Corporate Administration","valueDescription":"Access corporate administration tailored to operational needs."},{"name":"Closed-ended fund administration","value":"Support Closed-Ended Fund Operations","valueDescription":"Access administration across specified closed-ended investment types."},{"name":"KYC and compliance support","value":"Verify Investors And Support Compliance","valueDescription":"Verify investor identities and access compliance support."},{"name":"Tailored service solutions","value":"Tailor Support To Your Needs","valueDescription":"Receive accounting and administration solutions tailored to specific requirements."},{"name":"Transfer agency","value":"Simplify Investor Record-Keeping","valueDescription":"Support investor registration and record-keeping."},{"name":"Open-ended fund administration","value":"Administer Hedge And Hybrid Funds","valueDescription":"Use administration services designed for hedge and hybrid funds."},{"name":"Technology-enabled administration","value":"Improve Accuracy And Efficiency","valueDescription":"Use technology and automation to support fund administration accuracy and process efficiency."},{"name":"Trust and foundation administration","value":"Manage Trust And Foundation Administration","valueDescription":"Access trust and foundation administration within the broader service offering."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Compliance consulting","anchor":"product-compliance-consulting","type":"Service","url":"https://iqeq.com/sg/services/compliance-consulting/","summary":"Helps regulated firms address compliance needs, reduce regulatory risks and stay on top of regulatory developments.","description":"IQ-EQ provides customized regulatory compliance consulting for regulated firms in Singapore. Services cover initial regulatory applications and authorisations, compliance programme implementation, policies and procedures, regulatory advice and reporting, AML/CTF and customer due diligence, internal audits and mock inspections, training, expert network support, and regulatory research. Specialists monitor APAC and global developments and help clients address compliance needs and risks.","pricing":{},"features":[{"name":"Compliance programme support","value":"Implement Ongoing Compliance Programmes","valueDescription":"Address governance, reporting, employee and operational obligations through compliance programme support."},{"name":"Regulatory monitoring and updates","value":"Track Regulatory Changes","valueDescription":"Stay informed about regulatory developments and understand potential business impacts."},{"name":"AML/CTF and customer due diligence","value":"Support AML/CTF And Client Onboarding","valueDescription":"Access onboarding and AML/CTF support across screening, policies, audits and remediation."},{"name":"Compliance audits and inspection remediation","value":"Assess And Remediate Compliance Gaps","valueDescription":"Identify improvement areas and receive support through regulatory inspection and remediation."},{"name":"Compliance policies and training","value":"Develop Policies And Train Teams","valueDescription":"Put tailored documentation in place and provide training to support regulatory knowledge."},{"name":"Expert network compliance","value":"Manage Expert Network Compliance","valueDescription":"Support expert network due diligence and consultant interactions."}]},{"name":"Compliance training","anchor":"product-compliance-training","type":"Service","url":"https://iqeq.com/sg/services/compliance-training/","summary":"Helps employees, senior management and boards meet regulatory development obligations and build regulatory knowledge through specialist online training.","description":"IQ-EQ offers specialist online compliance training for employees, senior management and boards. The training helps participants meet regulatory continuous professional development obligations and expand their regulatory knowledge.","pricing":{},"features":[{"name":"Specialist online training","value":"Access Specialist Online Training","valueDescription":"Access specialist compliance training online."},{"name":"Regulatory professional development","value":"Meet Regulatory Development Obligations","valueDescription":"Support regulatory professional development and build regulatory knowledge."}]},{"name":"Family office services","anchor":"product-family-office-services","type":"Service","url":"https://iqeq.com/sg/services/family-office-services/","summary":"Family offices receive tailored operational, compliance and reporting support to manage assets effectively and protect investments across generations.","description":"IQ-EQ provides outsourced back- and middle-office services tailored to family offices. Singapore-based specialists support establishment and administration, ongoing operations, trusts, risk and compliance, asset reporting and fund operations. Services can include entity incorporation and administration, accounting, bookkeeping, payroll, tax liaison, regulatory compliance, consolidated multi-asset reporting, fund administration, and SPV establishment and operations.","pricing":{},"features":[{"name":"Family office establishment","value":"Establish And Structure Family Offices","valueDescription":"Get support incorporating and administering entities and addressing relevant incentives, exemptions and licences."},{"name":"Ongoing operational administration","value":"Manage Ongoing Family Office Operations","valueDescription":"Access administrative support for everyday family office operations."},{"name":"Risk and regulatory compliance","value":"Manage Compliance And Reporting Obligations","valueDescription":"Address specified regulatory, tax and reporting requirements."},{"name":"Customized outsourced support","value":"Tailor Outsourced Office Support","valueDescription":"Structure outsourced support around specific family office needs."},{"name":"Trust services","value":"Structure And Administer Trusts","valueDescription":"Access administration for different trust structures and jurisdictions."},{"name":"Consolidated asset reporting","value":"Consolidate Multi-Asset Reporting","valueDescription":"Bring reporting across asset classes together and access ESG reporting."},{"name":"Fund and SPV operations","value":"Administer Funds And Special Purpose Vehicles","valueDescription":"Access support for private fund structures and SPV operations."},{"name":"Technology-enabled administration","value":"Support Operations With Technology Platforms","valueDescription":"Use technology platforms for administration and reporting."}]},{"name":"Real estate fund administration services","anchor":"product-real-estate-fund-administration-services","type":"Service","url":"https://iqeq.com/sg/services/real-estate-fund-administration/","summary":"Centralized administration and accounting support helps real estate fund managers manage structures and lifecycle needs across geographies.","description":"IQ-EQ provides real estate fund administration across geographies and fund lifecycle stages, with a single point of contact and expertise spanning residential and investment real estate. The service supports partnerships, companies and funds, including SPVs, real estate investment funds, commercial real estate investments, real estate debt and hybrid funds. Services include fund and property accounting, consolidation, capital call and distribution calculations, yield and return calculations, fees, financial statements, audit liaison, liquidity planning, investor reporting, payments, FATCA/CRS, corporate administration and regulatory compliance.","pricing":{},"features":[{"name":"Cross-geography lifecycle support","value":"Coordinate Administration Across Geographies","valueDescription":"Coordinate establishment and administration across geographies and lifecycle stages."},{"name":"Real estate structure administration","value":"Administer Diverse Real Estate Structures","valueDescription":"Access administration across a range of real estate fund and investment structures."},{"name":"Fund and property accounting","value":"Manage Fund And Property Accounts","valueDescription":"Support accounting and financial administration across funds and underlying property activity."},{"name":"Real estate administration experience","value":"Leverage Real Estate Administration Experience","valueDescription":"Draw on reported experience across funds, jurisdictions and Asia Pacific operations."},{"name":"Audit, liquidity and investor reporting","value":"Coordinate Reporting And Audit Support","valueDescription":"Support investor reporting, audit coordination and liquidity planning."},{"name":"Payments and regulatory services","value":"Support Payments And Compliance","valueDescription":"Access payments, corporate administration and regulatory support."}]},{"name":"Trust administration services","anchor":"product-trust-administration-services","type":"Service","url":"https://iqeq.com/sg/services/trust-administration/","summary":"Manage trust structures, meet compliance requirements and maintain financial records while supporting wealth planning.","description":"IQ-EQ provides trust administration in Singapore, working with clients’ advisers to create and administer solutions for wealth planning. Support covers trust formation, administration and management, bookkeeping and accounting, tax filings and compliance, family investment companies, holding company formation and management, and private trust company management. Services are tailored to individual needs and goals.","pricing":{},"features":[{"name":"Bespoke adviser-coordinated solutions","value":"Tailor Trust Support To Wealth Goals","valueDescription":"Coordinate with advisers on trust solutions suited to wealth planning needs."},{"name":"Trust formation and management","value":"Establish And Manage Trusts","valueDescription":"Access support through trust formation, administration and ongoing management."},{"name":"Tax and trust compliance","value":"Follow Trust Rules And Tax Requirements","valueDescription":"Support tax compliance and administration consistent with trust rules and applicable requirements."},{"name":"Bookkeeping and accounting","value":"Maintain Financial Records","valueDescription":"Track financial records for trust-related structures."},{"name":"Asset protection support","value":"Protect Global Assets","valueDescription":"Use trust administration designed to help protect assets while navigating trust structures."},{"name":"Related company administration","value":"Manage Related Wealth Structures","valueDescription":"Access management and administration for companies connected to wealth structures."},{"name":"Trust party communication","value":"Coordinate Trust Communications","valueDescription":"Support communication among parties involved in the trust."}]},{"name":"IQ-EQ Cosmos","anchor":"product-iq-eq-cosmos","type":"Platform","url":"https://iqeq.com/services/iqeq-cosmos/","summary":"Access portfolio records and reporting across devices, customized to your needs, to monitor investments and report on KPIs.","description":"IQ-EQ Cosmos is a portfolio monitoring platform that provides access to investment and accounting records across portfolios. It can be accessed from any device and customized to individual needs, helping users find information for KPI reporting. The platform supports portfolio reporting, including ESG metrics, daily transaction reports, customized reports and interactive dashboards.","pricing":{},"features":[{"name":"Portfolio records access","value":"Access Portfolio Records","valueDescription":"View investment and accounting records across portfolios in one platform."},{"name":"Portfolio and KPI reporting","value":"Report On Portfolios And KPIs","valueDescription":"Use portfolio information for KPI and transaction reporting."},{"name":"Cross-device access and customization","value":"Access And Customize Portfolio Information","valueDescription":"Access the platform across devices and tailor it to individual reporting needs."},{"name":"ESG metrics reporting","value":"View ESG Metrics Reports","valueDescription":"Access reports on ESG metrics through the platform."},{"name":"Custom reports and dashboards","value":"View Custom Reports And Dashboards","valueDescription":"Present portfolio information through customized reports and interactive dashboards."}]},{"name":"MaxComply","anchor":"product-maxcomply","type":"Product","url":"https://iqeq.com/services/maxcomply/","summary":"MaxComply helps clients onboard investors and manage AML/KYC compliance at scale.","description":"MaxComply is IQ-EQ’s proprietary RegTech software, delivered as a SaaS platform for investor onboarding and AML/KYC compliance. It supports compliance processes at scale.","pricing":{},"features":[{"name":"AML/KYC compliance","value":"Manage AML/KYC Compliance","valueDescription":"Support AML and KYC processes through a proprietary SaaS platform."},{"name":"Investor onboarding","value":"Streamline Investor Onboarding","valueDescription":"Use the platform to support scalable investor onboarding."}]},{"name":"IQ-EQ Switch","anchor":"product-iq-eq-switch","type":"Service","url":"https://iqeq.com/services/iq-eq-switch/","summary":"IQ-EQ Switch is listed among IQ-EQ’s key services for fund and asset managers.","description":"IQ-EQ Switch is an IQ-EQ offering listed among its key services for fund and asset managers.","pricing":{},"features":[]},{"name":"IQ-EQ Launchpad","anchor":"product-iq-eq-launchpad","type":"Service","url":"https://iqeq.com/za/services/launchpad/","summary":"Helps women launching their first fund access tailored services, practical training, professional expertise and preferential terms.","description":"IQ-EQ Launchpad supports women launching their first fund. Its package combines preferential service terms, access to a global professional network, training and workshops, tailored fund solutions and gender-smart practices.","pricing":{},"features":[{"name":"Preferential service terms","value":"Lower Initial Administration Costs","valueDescription":"Discounted administration and milestone-linked payments help first-time fund managers manage service costs and payment timing."},{"name":"Co-created fund solutions","value":"Tailor Support To Your Fund","valueDescription":"Develop solutions suited to each fund manager’s process and objectives."},{"name":"Professional network access","value":"Access Global Fund Expertise","valueDescription":"Connect with professionals experienced across asset classes and jurisdictions."},{"name":"Fund manager training","value":"Build Fund Setup Knowledge","valueDescription":"Learn practical considerations for setting up a private fund."},{"name":"Gender-smart service delivery","value":"Promote Gender-Equitable Fund Management","valueDescription":"Use data and metrics to support accountability for gender-equitable management."}]},{"name":"gVue","anchor":"product-gvue","type":"Service","url":"https://iqeq.com/us/services/gvue/","summary":"gVue is listed in IQ-EQ’s U.S. services catalogue.","description":"gVue is listed in IQ-EQ’s U.S. services catalogue.","pricing":{},"features":[]},{"name":"Form PF services","anchor":"product-form-pf-services","type":"Service","url":"https://iqeq.com/us/services/form-pf/","summary":"Get support coordinating Form PF information, completing the form and facilitating its submission.","description":"IQ-EQ’s Form PF support is part of its CFO and accounting services. The team coordinates the collection and classification of information used to complete Form PF, populates the form and facilitates its submission.","pricing":{},"features":[{"name":"Form PF information collection and classification","value":"Coordinate Form PF Information","valueDescription":"Organize information needed to prepare Form PF."},{"name":"Form PF population and submission","value":"Prepare And Submit Form PF","valueDescription":"Complete Form PF and facilitate submission."}]},{"name":"Alternative Investment Fund Manager Services","anchor":"product-alternative-investment-fund-manager-services","type":"Service","url":"https://iqeq.com/services/aifm-services-depositary-services/","summary":"Fund managers can access regulated AIFM, compliance, reporting and operational support for alternative fund structures.","description":"IQ-EQ provides AIFM services within its support for alternative fund managers. The offering includes regulated AIFM platforms, regulatory infrastructure, managed compliance, delegated risk management and regulatory reporting. Related support includes fund launch and authorization, depositary services, investor onboarding and AML/KYC, and real-time portfolio monitoring for hybrid, evergreen and semi-liquid funds.","pricing":{},"features":[{"name":"Regulated AIFM platforms","value":"Access Regulated AIFM Platforms","valueDescription":"Access regulated platform capabilities and licensed AIFM services across jurisdictions."},{"name":"Regulatory compliance and reporting","value":"Manage Compliance And Reporting","valueDescription":"Support regulatory obligations through compliance services, infrastructure and reporting."},{"name":"Fund launch and authorization support","value":"Support Fund Launch And Authorization","valueDescription":"Get support establishing an AIF structure and progressing through authorization."},{"name":"AIFM and depositary services","value":"Coordinate AIFM And Depositary Support","valueDescription":"Access AIFM and depositary capabilities for alternative fund structures."},{"name":"Delegated risk management and surveillance","value":"Delegate Risk And Surveillance Support","valueDescription":"Access delegated risk management and post-trade surveillance."},{"name":"Investor onboarding and AML/KYC","value":"Streamline Investor Onboarding And AML/KYC","valueDescription":"Use onboarding and AML/KYC support, including the MaxComply platform."},{"name":"Real-time portfolio monitoring","value":"Monitor Portfolios In Real Time","valueDescription":"Access real-time portfolio monitoring as part of operational support."}]},{"name":"AML and KYC services","anchor":"product-aml-and-kyc-services","type":"Service","url":"https://iqeq.com/services/aml-kyc-services/","summary":"Verify client identities and support AML compliance through onboarding, due diligence, screening, policy support and specialist services.","description":"IQ-EQ provides AML and KYC support, including client onboarding and customer due diligence. Services include identity verification, sanctions, politically exposed persons and adverse media screening, AML policies and procedures, audits and remediation, and MLRO and AMLCO services for Cayman Islands funds.","pricing":{},"features":[{"name":"Client onboarding and due diligence","value":"Support Client Onboarding","valueDescription":"Access KYC and customer due diligence procedures."},{"name":"Identity verification and screening","value":"Verify Identities And Screen Clients","valueDescription":"Include identity verification and relevant screening in onboarding procedures."},{"name":"AML policies, audits and remediation","value":"Strengthen AML Policies And Controls","valueDescription":"Access AML documentation, audit and remediation support."},{"name":"MLRO and AMLCO services","value":"Access MLRO And AMLCO Services","valueDescription":"Cayman Islands funds can access MLRO and AMLCO support."}]},{"name":"Depositary services","anchor":"product-depositary-services","type":"Service","url":"https://iqeq.com/services/depositary-services/","summary":"Access depositary expertise as part of coordinated support for fund managers and complex fund structures.","description":"IQ-EQ provides depositary services as part of its fund and asset manager offering. Depositary capabilities support hybrid, semi-liquid and evergreen fund structures alongside administration, investor onboarding, AML/KYC and AIFM services.","pricing":{},"features":[{"name":"Depositary support for fund structures","value":"Access Specialized Fund Support","valueDescription":"Access depositary capabilities alongside administration, onboarding, AML/KYC and AIFM services."}]},{"name":"Mock exams","anchor":"product-mock-exams","type":"Service","url":"https://iqeq.com/us/services/mock-exams/","summary":"Mock examinations help firms practice for cybersecurity-focused regulatory examinations.","description":"IQ-EQ lists Mock exams as a U.S. service. Its U.S. cybersecurity offering includes cybersecurity-focused mock regulatory examinations as an optional service.","pricing":{},"features":[{"name":"Cybersecurity-focused mock regulatory examinations","value":"Simulate Cybersecurity Regulatory Examinations","valueDescription":"Conduct a practice regulatory examination focused on cybersecurity."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://iqeq.com","text":"IQ-EQ"},{"url":"https://iqeq.com/services/fund-asset-managers/","text":"Fund and Asset Managers"},{"url":"https://iqeq.com/services/asset-owner-solutions/","text":"Asset owner solutions"},{"url":"https://iqeq.com/services/asset-servicing/","text":"Asset servicing"},{"url":"https://iqeq.com/services/banking-treasury/","text":"Banking and treasury"},{"url":"https://iqeq.com/services/cfo-services/","text":"CFO support services"},{"url":"https://iqeq.com/services/cfo-and-middle-office-support-services-to-asset-owners/","text":"CFO and middle office support services to asset owners"},{"url":"https://iqeq.com/services/corporate-administration/","text":"Corporate administration services"},{"url":"https://iqeq.com/services/data-services/","text":"Data services"},{"url":"https://iqeq.com/services/outsourcing/","text":"Outsourcing"},{"url":"https://iqeq.com/services/regulatory-compliance-services/","text":"Regulatory compliance services"},{"url":"https://iqeq.com/services/esg-services/","text":"ESG services"},{"url":"https://iqeq.com/services/trust-foundation-administration/","text":"Foundation and trust administration services"},{"url":"https://iqeq.com/services/fund-services/","text":"Fund services"},{"url":"https://iqeq.com/services/governance-risk-management-compliance-and-reporting/","text":"Governance, risk management, compliance and reporting"},{"url":"https://iqeq.com/services/luxury-assets/","text":"Luxury assets services"},{"url":"https://iqeq.com/services/aviation-finance/","text":"Aviation leasing and finance services"},{"url":"https://iqeq.com/sg/services/capital-markets/","text":"Capital markets services"},{"url":"https://iqeq.com/services/insurance/","text":"Insurance services"},{"url":"https://iqeq.com/services/loan-services/","text":"Loan services"},{"url":"https://iqeq.com/services/global-entity-management-solutions/","text":"Global entity management for corporate structures"},{"url":"https://iqeq.com/services/securitisation/","text":"Securitisation services"},{"url":"https://iqeq.com/services/spv-management-services/","text":"Special purpose vehicle management services"},{"url":"https://iqeq.com/us/services/portfolio-analytics-reporting-services/","text":"Portfolio analytics and reporting services"},{"url":"https://iqeq.com/us/services/u-s-cfo-services/","text":"CFO and accounting support services"},{"url":"https://iqeq.com/us/services/cybersecurity-services/","text":"Cybersecurity services"},{"url":"https://iqeq.com/us/services/outsourced-chief-compliance-officer-services/","text":"Outsourced Chief Compliance Officer services"},{"url":"https://iqeq.com/us/services/middle-office/","text":"Outsourced middle office services"},{"url":"https://iqeq.com/us/services/tax-audit-support-services-2/","text":"Tax services"},{"url":"https://iqeq.com/us/services/u-s-trust-services/","text":"U.S. trust services"},{"url":"https://iqeq.com/sg/services/accounting-administration/","text":"Accounting and administration"},{"url":"https://iqeq.com/sg/services/compliance-consulting/","text":"Compliance consulting"},{"url":"https://iqeq.com/sg/services/compliance-training/","text":"Compliance training"},{"url":"https://iqeq.com/sg/services/family-office-services/","text":"Family office services"},{"url":"https://iqeq.com/sg/services/real-estate-fund-administration/","text":"Real estate fund administration services"},{"url":"https://iqeq.com/sg/services/trust-administration/","text":"Trust administration services"},{"url":"https://iqeq.com/services/iqeq-cosmos/","text":"IQ-EQ Cosmos"},{"url":"https://iqeq.com/services/maxcomply/","text":"MaxComply"},{"url":"https://iqeq.com/services/iq-eq-switch/","text":"IQ-EQ Switch"},{"url":"https://iqeq.com/za/services/launchpad/","text":"IQ-EQ Launchpad"},{"url":"https://iqeq.com/us/services/gvue/","text":"gVue"},{"url":"https://iqeq.com/us/services/form-pf/","text":"Form PF services"},{"url":"https://iqeq.com/services/aifm-services-depositary-services/","text":"Alternative Investment Fund Manager Services"},{"url":"https://iqeq.com/services/aml-kyc-services/","text":"AML and KYC services"},{"url":"https://iqeq.com/services/depositary-services/","text":"Depositary services"},{"url":"https://iqeq.com/us/services/mock-exams/","text":"Mock exams"}]}