Wealth IQ_

Centralized wealth management for Family Offices and Wealth Management firms

Wealth Dispersion

Asset Fragmentation

Financial information is spread across different institutions, custodians and countries, preventing a holistic and up-to-date view of wealth.

Holistic Vision

Detailed tracking of holdings across stocks, bonds, mutual funds, alternative assets and cash.

Operations

Manual Processes and Errors

Consolidating portfolios through manual spreadsheets consumes critical time and increases the risk of errors in returns and reports.

Institutional Scalability

Ability to manage multiple investment firms simultaneously, supporting unlimited account growth.

Multi-Client Structure

Complexity in Meeting Objectives

Without standardized risk and performance metrics, it is hard to ensure portfolios remain aligned with the defined risk profile and investment goals.

Multi-Portfolio Monitoring

Oversight of multiple portfolios with direct comparison against market benchmarks.

Combines global connectivity with advanced analytics for informed decisions.

Strategic Impact

Full Control

Comprehensive supervision of returns and risk on a single product.

Operational Efficiency

Automated data capture and elimination of manual processes.

Global Visibility

Asset consolidation regardless of the institution or country of origin.

Scalability

Structure designed to manage multiple entities with maximum privacy.

Case Studies

Wealth IQ | Umbra Capital Partners

A single view of wealth, regardless of custodian

Wealth IQ consolidates assets from multiple international custodians and private assets into a single portal for Umbra Capital Partners, a London-based wealth manager

Wealth IQ | BCI Private Banking

Portfolio rebalancing, from hours to minutes

Abaqus built the Asset Allocation engine that lets BCI's private bankers align every portfolio with the bank's global strategies (House Views) automatically and traceably.

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