Investment and Wealth Management Solutions

Integral IQ offers be-spoke solutions to asset managers, private market firms, alternative investment firms, asset owners, wealth management firms and family offices. This allows them to optimize budgets, augment in-house capabilities, adapt to dynamic market conditions, transform complex investment and non-investment workflows, and increase focus on core their competencies.

Our deep domain expertise across asset classes, sectors, and industry platforms, combined with our proprietary accelerators, helps improve decision making, drive growth, increase operating leverage, streamline processes, and enhance end client engagement.

100+

Asset managers and 50+ private market firms

1300+

portfolio valuations quarterly and 25k+ KPIs tracked monthly

10K+

private companies screened and 120+ deals supported

Our solution components

Investment Research & Portfolio Management - Public Markets

Strategic partner for asset managers, driving portfolio alpha across asset classes

Learn more about Portfolio Management and Research

Learn more about Hedge Fund Solutions

Pre-deal & Portfolio Management - Private Markets

Augmenting value chain across pre-deal and post-deal for private equity, private credit, and real assets.

Learn more about Private Equity Solutions

Learn more about Private Debt Solutions

Asset Servicing & Operations

Improve efficiencies for achieving ‘operational alpha’ across investment lifecycle

Marketing & Distribution

Accelerate client acquisition and thought leadership, through data-driven marketing

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Fund Finance

Solutions across the entire spectrum of business management and operations across private Markets

Wealth Management & Private Banking

Enhance advisor productivity, portfolio personalization and product expansion

Sustainability

Services to enhance and accelerate sustainability integration

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Data Analytics & AI

Transforming investment solutions with analytics and AI powered accelerators

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Crisil Advantage

A strong and proven history

20+ years of enabling leading asset managers to implement their target operating model with seamless support across the investment life cycle

Informed strategic decision-making

Superior investment and optimized workflow solutions with deep domain expertise, proprietary frameworks and technological tools

Reduced total cost of ownership

Benefit from industry pioneer's time-tested playbooks and institutionalized best practices helping minimize client onshore involvement

The problems we solve

Research

Our global engagement with a leading asset manager

Case Studies

SME-led value-add, operational flexibility and scale across front and middle office workflows

Global diversified alternative AM with ~$1 trillion AUM

Case Studies

Ownership of complex workflows for global diversified alternate AM with ~1Trillion AUM

Research and Coverage expansion

Case Studies

Accelerated the launch of a Top 10 global market-neutral hedge fund, which led to 3x returns

Turning scattered market
data into meaningful
business insights

Mutual fund case