Key Capabilities
Real-time portfolio and valuation updates
Performance reporting with integrated analytics
Mobile-ready client portal for investors
Full transaction and activity history
Secure distribution of documents and reports
Unified Client Reporting
Portfolio data, performance and documents — delivered in one secure portal across web and mobile.
Why This Matters
Most investment reporting systems sit apart from other client-facing touchpoints such as onboarding, AML and document workflows. IQON unifies them. Clients see transparent information and receive updates securely, while your team avoids manual work and fragmented tools.
Connectivity
IQON is vendor-agnostic and integrates with any portfolio management or financial system. The platform connects directly to leading data providers — including Bloomberg, Refinitiv, MSCI, Sustainalytics and ClarityAI — ensuring accurate, consistent and up-to-date information flows into the reporting portal, regardless of which systems you use internally.
Why IQON
Reporting, onboarding, AML and documents in one system
Modern web and mobile experience for investors
Reduces administrative load and improves transparency
Integrates with portfolio and market data sources
Trusted by 500+ firms across compliance-focused industries