QPLIX SOFTWARE
FOR FAMILY OFFICES
Family Office expertise
What is family office software about? We think it's basically about managing complex portfolios and mapping complex ownership structures. We know because family offices are our turf. We, the founders of QPLIX, worked in a German family office. We experienced first-hand the growing complexity and limitations of the technology on the market. We decided to develop our own software based on our practical experience. This was the starting point for QPLIX in 2012. Since then, we have become the wealthtech partner of leading family offices, foundations, private banks, IFAs and institutional investors around the world. You too can transform your office into a modern, data-driven business with QPLIX and its powerful digital portfolio management platform.
Probably the most advanced family office software
One single system to manage your entire investment portfolio, no matter how complex or diversified.
- Complete spectrum of liquid, illiquid and alternative assets
- Full control of complex portfolios
- Efficiency boost
- Digital services for principals and family members
- 360° overview of the entire wealth
- Consolidates market and transcation data
- Maps any ownership structure
- Powerful analytics capabilities
- Seamless, fully integrated workflows
- Automates your back office processes
- Integrated ordering, payment and document management
- Securely accessible anytime and anywhere
- Personal wealth app and web dashboards
- Consulting and support from finance industry experts
DIGITAL POWER FOR SINGLE AND MULTI FAMILY OFFICES
A single system for all asset classes
A single system for all asset classes
Family office software serves two main purposes: The first is to bring together all liquid, illiquid and alternative investments for consolidated reporting, controlling and overview of the entire portfolio. The second is to provide you with customised and detailed management and analysis tools for each individual asset class. With QPLIX, you can manage securities and their ESG ratings, fixed income, private equity and other "alternatives", even art collections or yachts. It's all about completeness and practicality. Take real estate, for example: QPLIX allows you to manage your property down to individual leases.
Focus on creating value - we do the rest
QPLIX simplifies your daily work. The family office software increases the efficiency of your team by automating processes around data consolidation, accounting, controlling and reporting. Freed from mundane tasks, you can focus on outperforming investment targets and creating value for the family and the principal. As a multi-family office, efficiencies allow you to scale your business. No need to worry about IT infrastructure and security - Software as a Service at its best.
Outperform client expectations
Our family office software enables you to deliver a customer experience that meets the highest standards. Principals and beneficial owners can clearly see the value you create through web dashboards and reports. Tech-savvy family members will love the QPLIX Wealth App: Branded in your corporate design, it provides an overview of their personal wealth anytime, anywhere. The QPLIX portal allows your managers to answer individual questions and to play through investment scenarios in real time.
Your technology partner - always at your side
QPLIX is more than just a software vendor. We see ourselves as a partner who will guide you through your digital transformation with in-depth, hands-on expertise and ensure that all aspects of your business remain up-to-date. We employ roughly equal numbers of software and finance experts to help you get the most out of QPLIX. You can always rely on their support, proactive advice and discretion. Together we'll transform your office into a state-of-the-art, data-driven business.
Our Customers
Pension Funds
Quintin van Wijk
Director at Institutional Trust Services B.V.
"With QPLIX, we will be able to take efficiency, scalability and transparency to a new level and expand our service portfolio for our institutional investor clients. We will now be able to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and that as well enables a seamless online experience across desktop and mobile devices."Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Institutional Trust Services B.V. (ITS)
Wealth Accounting & Reporting
Alexander Etterer
Managing Director
"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Reportify Analytics GmbH
Multi Family Office
Florian Hoffmann
Chief Operational Officer
"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients. What we have with QPLIX is the perfect software to really meet these challenges. We have all the information on all the different asset classes, liquid and illiquid, in near real-time, and that is very helpful and very powerful."
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Kontora
Bank
Katja Becker
Managing Director, Head of FIM and Deutsche Private Port at Deutsche Bank
"With the help of the QPLIX platform, Deutsche Private Port can for the first time map, analyse and manage all asset classes including illiquid investments such as real estate and private equity. With comprehensive asset mapping, we are meeting a need of our top clients and strengthening our market leadership in Germany."
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Deutsche Bank
Wealth Research & Consulting
Andreas Ritter
CEO
"We regularly analyse a large number of real client portfolios of independent asset managers as part of the Germany's Top Asset Managers study. Together with our technology partner QPLIX, we have now taken the next step by using this huge wealth of data on asset allocation for an anonymised trend analysis with the new Trendmonitor Vermögensverwaltung. The result is by far the broadest data-driven analysis of the portfolio structure of professional investors in the German-speaking world,"
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Institut für Vermögensaufbau (IVA)
Tax and Wealth Accounting
Rainer Kröll
Founding Partner
„We use QPLIX in particular to give our clients a glimpse into the future. Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models. This means: no retrospective confirmation of data, but a strategic tool for future planning.“
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GKK Partners
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