We wanted to take the chance and catch up with you – We would love to hear what you have been up to in the last couple of months. We for our part have been eagerly working on the QPLIX platform and are sure that some of the novelties will be of interest to you:
Development of the reporting functionality
We especially focused on the further development of the reporting functionality in QPLIX. In this regard, we built the basis for a more advanced and user-friendly reporting process. This includes more generic report templates, which can be configured in as many levels of detail, as required as well as consistent coloration associated with single asset classes or other classifications. Other important aspects include more flexible and intuitive previews during the configuration of the report elements, better structuring options and advanced settings, such as the inclusion of watermarks. Of course, the system was also improved in other regards as the reporting functionality. To name one example, we introduced an easy and efficient collaboration process between administrators and other users for the creation of new entities by using a four-eye-principle.
Sample reports: New reporting possibilities for certain asset classes
You might especially be interested in the fact that we started to work on a set of new sample reports, which demonstrate the reporting possibilities for certain asset classes in detail. The first sample of this series can already be accessed in the MY QPLIX section on our website: The “Private Equity Report“ shows you a big range of reporting views customized to private equity funds. Feel free to have a look at the report on our webpage or write us a short email, if you are interested. We can’t wait to hear what you think!
Also, feel free to give us a call at any time, if you want to know about our plans, are interested in doing a project together or simply would like to catch up. We’d love to hear from you!
About QPLIX GmbH
QPLIX offers a web-based software-as-a-service (SaaS) solution for wealth management. The QPLIX platform enables users to manage a multitude of asset classes and to map complex wealth structures. It is utilized by family offices, multi family offices, wealth managers and other customer segments from the financial sector. The combination of agile development and financial expertise makes QPLIX the technology leader in the industry.