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.
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.
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 RIA, 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.