Wealth Management Software QPLIX | Configure your demo now!

THE SOFTWARE FOR WEALTH MANAGEMENT

QPLIX delivers next generation SaaS solutions for wealth management and family office. The wealth management software is engineered to handle a full range of asset classes and complex legal entity structures. It optimally supports all internal and external roles involved in asset management to deliver precise results in a challenging and ever-changing environment.

LEARN MORE ABOUT OUR SOLUTION

wealthmanagement software reporting with tablet

WHO LOVES US

Single and Multi Family Offices

As a single or multi Family Office you face multiple challenges that can be simplified with QPLIX. In particular, the software is able to deal with complex legal entity structures. Furthermore, QPLIX supports a huge range of asset classes and can therefore provide a holistic view of your portfolio.

Click to learn more.

Investment Advisors (RIAs)

As an investment advisor you place high value on analysis methods, since you need them in order to manage and track your assets. The QPLIX platform makes it easier than ever to slice and dice your portfolio in every possible way. Furthermore, the software supports you in mapping and controlling loss thresholds and investment policies of the managed portfolios and offers a web- as well as smartphone app-based tailored wealth reporting experience incl. real time analyses. The digital client portal offers you and your clients interactive overviews of the most important KPIs and developments.

Click to learn more.

Trusts & Foundations

Your fundamental requirements as a trust or foundation revolve around the optimal control of the trust capital. This is comprehensively covered by QPLIX. Furthermore, the software offers you reporting options, which are specifically tailored for the respective recipients and their requirements.

Investment funds & Institutionals

As an institutional you have to deal with unique and distinctive client requests on a daily basis and have to act transparently in respect to your customers. QPLIX simplifies and fast-tracks your reporting possibilities towards your clients and therefore makes it easy to establish a high level of transparency.

Administrators

As an administrator you ultimately aim for more efficiency. The wealth management software QPLIX automates time-consuming accounting tasks, fast-tracks reporting processes and therefore takes you to a whole new level of efficiency.