QPLIX WEALTH MANAGEMENT SOFTWARE

DECODING THE UNIVERSE OF WEALTH

The founders of QPLIX come from family office universe and know your business. For ten years, QPLIX has been bringing leading single and multi-family offices into the digital world. As your technology partner, we help you master portfolios across liquid, illiquid and alternative asset classes, as well as complex ownership structures. With QPLIX, you will impress your clients with a modern, digitally enhanced experience. 

LEARN MORE

With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with given resources.

LEARN MORE

Efficiency. Scaling. Cost Optimisation. Customer Experience. With these levers, independent financial advisors or asset management firms can improve their business significantly. With QPLIX as your portfolio management software, your relationship and investment managers have all the information and tools they need to provide your clients with personalised advice and data-driven investement decisions. Backoffice processes are largely automated. This allows you to scale your business and to cut costs.

LEARN MORE

Asset management at insurance companies and pension providers is about mastering highly complex portfolios in a highly regulated environment. With QPLIX, institutional investors can digitise and consolidate their diverse investments and gain significant efficiencies. Time-consuming routine activities are automated, allowing you to focus on important tasks such as strategic asset allocation. QPLIX is also a major step forward in terms of transparency and accountabilty.

LEARN MORE

Foundations and non-profit organisations typically make use of a wide range of asset classes and financial service providers. They need to forecast returns and liquidity, comply with specific regulations and report to their board. Issues such as ethical or impact investing add another layer of complexity. Sophisticated software such as QPLIX helps increase efficiency and transparency, allowing asset managers to focus on preserving and growing their endowments.

LEARN MORE

By consolidating all wealth data into one single system, QPLIX supports providers of reporting, accounting, auditing or tax services. With clients such as family offices, foundations or private banks, you need an overview of all bank and custody accounts, asset classes and fees. QPLIX ensures that you don't miss anything - even within highly diversified portfolios with complex legal entity structures. Transaction data and documents are automatically synchronised. The fact that even illiquid and alternative assets such as private equity, real estate or art collections can be managed digitally is a real gamechanger. With just a few clicks, you can create accurate, complete and transparent PDF reports. You will experience a whole new level of efficiency and accuracy that will enable you to scale up or open up new business areas.

LEARN MORE