As a wealth manager in a family office, trust, IFA, foundation, private bank, or investment fund, your business becomes increasingly complex and dynamic. Cost pressure and customer demands grow continuously. You need to handle more and more data feeds, illiquid and alternative investments, and regulatory demands in different jurisdictions globally. At the same time, your clients expect the same quality of digital experience as their favorite consumer app offers.
The wealth management software QPLIX brings you the technical boost you need to stay competitive and manage complexity. As a digital asset management platform, it covers all asset classes and 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 controlling to reporting. Driven by a powerful data engine, automated workflows improve your productivity significantly. By visualizing all relevant data and freeing you from tedious tasks, QPLIX enables you to offer the personalised service level and added value your clients deserve. And you deserve a little less staring at excel-sheets, don’t you think?
QPLIX prepares and visualises all relevant data for analysis and makes it accessible via web-based client dashboards in your corporate design. You can generate meaningful PDF-reports at the push of a button. Your clients will love having their investment information always at hand in their app.
With QPLIX as your technology partner, you can digitalise your business in just a few weeks. Our software comes as a service, so you won’t need to care about infrastructure, security, or maintenance. Our team of experienced financial and technical experts will always be there for you and 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 personalisation.
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.
With QPLIX, private banks create a modern, digital experience and lift client relationships to a new level. Oversee all your client’s liquid assets from multiple banks and custodies, as well as their portfolio of illiquid and alternative investments. Grow margins and additional business with your existing customer base. Extend to new segments: from HNWI to UHNWI by offering family-office-like services. Or cater to affluents by combining QPLIX’s efficiency gains and personalisation tools.
QPLIX supports you in securing the future and sustainably growing 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 PDF-reports and customized web-dashboards you keep the board and other stakeholders 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.
Single Source of Truth: consoldiated, high-quality real-time 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, tax data consolidation, etc.
Highly efficient workflows
Software as a Service
Finance expert support