FinanceIQ
Consolidated financial reporting — LP reports and fund financials, generated automatically from a single source of truth instead of rebuilt by hand every quarter.
What is FinanceIQ?
The reports you need, from data you already have.
FinanceIQ turns the data already flowing through FundOS, Portfolio360, and InvestIQ into the financial reports you actually need to produce — consolidated fund financials and LP reports, generated from one source instead of rebuilt by hand every quarter.
Benefits
Reports that match, every time.
- ✓ Consolidated fund financials from live dataNot a quarter-end scramble to pull numbers from five places.
- ✓ LP reports that match the investor portalBecause both come from the same underlying source.
- ✓ Less time formatting, more time reviewingA consistent reporting process every quarter, not a new one each time.
Features
What's inside FinanceIQ.
- Consolidated financial statements
- Automated LP reporting
- Custom report templates
- Audit-ready data trail