Santiago
London
Funds IQ_
The operational command center for institutional fund management
Data and Information
Operational Silos
Financial data, limit controls, and management information are isolated from each other, forcing manual consolidation instead of strategic analysis.
Unified Control Tower
Centralized dashboard with T-1 visibility of critical KPIs, fund metrics and compliance alerts in a single interface.
Compliance
Reactive Oversight
Post-trade monitoring of regulatory indicators prevents anticipating regulatory gaps before they become incidents with consequences from the CMF.
Pre-Trade Validation
Automatic interception and evaluation of orders before execution, with hierarchical approval flows and complete traceability.
Risk
Manual Limit Control
Without an automated monitoring engine, concentration limits by issuer, sector or rating are monitored late and without preventive alerts.
Institutional Limits Engine
Continuous monitoring of concentrations with early alerts and automatic generation of compliance breach reports (LimitBreach).
Reporting
Institutional Reporting Burden
The generation of fund fact sheets, statements and management reports consumes resources that should be allocated to strategic analysis.
Document Factory
Automatic generation of fact sheets, compliance reports and institutional reports ready for immediate distribution.
Transforms the fund management company into an institutional precision operation.
Strategic Impact
01
Preventive Control
Pre-trade validation that eliminates compliance risk before it occurs.
02
T-1 Visibility
Complete financial close every morning for informed decisions from the start of the day.
03
Regulatory Governance
Proactive monitoring of CMF limits with full traceability to auditors and regulators.
04
Operational Efficiency
Automation of the complete data and reporting cycle, freeing the team for strategic analysis.
Case Studies
Funds IQ | BCI
A single operating system for running investment portfolios
Funds IQ integrates risk, compliance and managed-portfolio systems into a single portal built on a data architecture ready for AI implementation
Sense IQ + Funds IQ | LarrainVial
Fund compliance and reporting for a regional leader
Abaqus deployed two platforms for one of Chile's leading financial groups: pre- and post-trade investment-limit control, and automated generation of its funds' commercial factsheets.
Funds IQ | Prudential AGF
From data silos to an institutional command center
Funds IQ centralizes Prudential AGF's entire operation in a single interface, with a real-time 360° strategic dashboard and proactive risk and compliance control.
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