Single Source of Truth: consolidates all data in one place
Liquid, illiquid, and alternative assets
Automated data feeds
Digital customer experience
Dashboards and apps for your clients
Meaningful reports in your corporate design
Templates for PDF-reports at the push of a button
Asset management cockpit
Complete set of features for accounting, analytics, controlling, reporting, risk management, etc.
Highly efficient workflows
Software as a Service
Finance expert support
Wealth management becomes increasingly complex and dynamic, while cost pressure and customer demands are growing. To stay ahead of the competition, family offices, trusts, RIAs, foundations, private banks, and investment funds need to manage the growing number of data feeds and streamline workflows. At the same time, your clients expect you to offer the same digital experience as their favorite consumer app.
The wealth management software QPLIX brings you the digital boost you need to stay competitive. The asset management platform covers all liquid as well as illiquid and alternative asset classes and supports complex ownership structures. QPLIX aggregates and consolidates data feeds from all kinds of sources (multiple bank and custody accounts, stock exchange services, indices, ESG scorings, etc) into a high-performance database. As QPLIX maintains interfaces to many banks and is part of the SWIFT network, you have the direct line to the global financial system. To complete the picture, you can easily import data about private equity, real estate, art objects, collector’s items, raw materials, etc.
Preconfigured processes support all tasks, roles, and workflows involved in portfolio management, from accounting to reporting. The automation of many standard tasks improves your productivity significantly. With the real-time overview of all positions and transactions, you can adjust allocation or strategy at any time. QPLIX brings enormous efficiency gains and maximum transparency. By providing you with all relevant data and freeing you from tedious tasks, QPLIX enables you to offer the personalized services your clients deserve. And you deserve a little less staring on excel-sheets, don’t you think?
QPLIX prepares and visualizes all relevant data for analysis and makes it accessible via web-based dashboards in your corporate design. Your clients will love having their investment information always at hand in their app. You can generate meaningful financial PDF reports at the push of a button.
With our proven asset management software QPLIX, we enable you to digitize your business in just a few weeks. The software comes as a service, so you won’t need to care about infrastructure, security, or maintenance. Our team of financial and technical experts will support you during implementation, data import, onboarding, and daily business.
With QPLIX, your Single oder Multi Family Office meets the highest standards of transparency and efficiency. In addition to all liquid asset classes, QPLIX also allows you to manage illiquid assets such as real estate, alternative investments and private equity. QPLIX consolidates a multitude of data and transforms it into meaningful information. You benefit from efficient controlling, reporting and decision-making processes and keep even highly complex legal entity structures and portfolios under control.
As an asset manager or financial adviser, you need powerful analytics to efficiently manage and track your assets. The QPLIX platform with state-of-the-art database technology at its core describes all assets in multiple dimensions. This allows you to overview and evaluate even highly complex portfolios at all levels and from different perspectives. In addition, the software supports you in investment policy and loss threshold monitoring and offers you and your clients web and app-based real-time reporting as well as genuine personalization.
QPLIX supports you in securing the future and sustainable growth of your endowment assets. Thanks to significant efficiency gains and increased transparency, you can expand your investment strategies to include sustainable investments with higher return opportunities while controlling risks. Thanks to ESG scores, you also have an overview of the environmental, social and ethical aspects of your portfolio. With reports at the touch of a button as well as customized dashboards, you keep the board and advisory board informed at all times.
As a fund or institutional investor, you deal with challenging client requests every day and need to be accountable at all times. QPLIX accelerates and expands your reporting capabilities and creates the greatest possible transparency. This allows you to focus on selecting high-yield investments while keeping an eye on investment strategy and risk profiles at all times.
As an administrator, you strive for ultimate efficiency gains. QPLIX asset management software automates time-consuming accounting tasks and speeds up reporting processes. You will be amazed at how much faster and easier transactions can be completed.