Lifting the customer experience to a new level: The new version of our Wealth App for iPad comes with an innovative design, intuitive handling, and meaningful analyses of the assets managed with QPLIX.
With this state-of-the-art digital customer experience, family offices, private banks, asset managers, and financial advisors will win over digital natives and younger investors. Clients will love to have a complete overview of their total personal assets and insights into investments, from securities to real estate and private equity funds to art objects, at any time and from anywhere.
Convenient Wealth Experience
The app combines maximum functionality and minimalist design. It maps complex asset structures and allows detailed analyses. For example, assets can be viewed from different perspectives using filters (by asset holder, observation interval, etc.).
At the same time, it offers a clear design as well as simple, intuitive, and fast navigation. Simplicity already starts with the login: One of the two factors for authentication is Apple’s convenient FaceID feature.
The app can be tailored to individual needs and marks another step on the way to truly personalised wealth services.