Shares IQ_

The central registry system for unitholders

Operations

Manual Report Generation

Building financial documents from manual spreadsheets consumes critical hours and introduces the risk of errors in data with regulatory implications.

Total Automation

Massive generation of reports in PDF, Excel and HTML on demand or on a scheduled basis, without operational team intervention.

Technology

Legacy System Inflexibility

Traditional reporting platforms are difficult to adapt to new business requirements or regulatory changes.

Modular Architecture

Product connected to any data source with configurable templates that adapt to new formats seamlessly.

Scale

Distribution Speed

The demand for massive and on-demand reports for hundreds of funds or thousands of clients exceeds the capacity of any manual process.

Asynchronous Processing

Parallel generation of thousands of institutional documents without impacting operations, with immediate post-close distribution.

Strategic Impact

Absolute Precision

Elimination of human error through automation of data capture and financial calculations.

Operational Agility

Dramatic reduction in generation time, with deliveries almost immediately post-close.

Brand Consistency

Complete standardization of institutional image across all reports and funds.

Proven Scalability

Architecture proven to process from hundreds of funds to over 160,000 accounts.

Case Studies

Shares IQ | MACH

The investment core behind MACH

Shares IQ enables millions of users of the MACH digital wallet to invest in mutual funds with the immediacy of an app

Shares IQ | Moneda Patria Investments

Capital calls and distributions, without spreadsheet risk

Capital Events centralizes and automates the lifecycle of a leading manager's private funds (private equity and venture), removing the operational risk of spreadsheets.

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