Family offices, trusts, RIAs, foundations, private banks, and investment funds need to stay ahead of the competition when it comes to digitizing data management and business processes. Your clients expect easy access to all information about their investments at any time, just as they are used to from their apps in everyday life. At the same time, the business is becoming increasingly complex and dynamic, coupled with increasing cost pressure and customer demands.

There is no way around digitizing your business – the interface to your clients as well as the back office

The wealth management software QPLIX brings financial asset managers the digital boost they need to stay competitive. The digital platform covers all liquid as well as illiquid asset classes and supports complex legal entity structures. A high-performance database consolidates data from all kinds of sources (multiple bank and custody accounts, stock exchange services, indices, ESG scorings, etc). The data flow is highly automated. As QPLIX maintains APIs to many banks and is part of the SWIFT network, you have the direct line to the global financial system. Preconfigured processes support all internal and external roles involved in asset management. QPLIX prepares and visualizes all relevant data for analysis and makes it accessible via web-based dashboards. You can generate meaningful financial PDF reports in your corporate design at the push of a button. Your clients will love having their investment information at hand in the QPLIX mobile apps. Managers always keep an overview of all investments and can adjust allocation or strategy at any time. QPLIX brings enormous efficiency gains and maximum transparency.

With our proven asset management software QPLIX, we enable you to digitize your business in just a few weeks. Our team of experienced financial and technical experts will support you in implementation, onboarding, and daily business.