For BV & P Vermögen AG, independence is not a strategy. Anyone visiting the asset manager’s website quickly realises: it is a conviction. From the outset, the wealth management firm has stood for responsibility and long-term client relationships. Yet genuine independence does not end with investment decisions. It begins with the technological infrastructure. Today, digital sovereignty is the key to efficient and compliant wealth management.
“We want to show our clients that independence can – and must – be lived technologically. With QPLIX, we have the tool that gives us all the freedom we need.”
Where manual processes once dominated, everything now runs digitally and centrally. With QPLIX’s order management system, BV & P Vermögen manages an annual trading volume in the hundreds of millions, distributed across six partner banks. Transparency is vital – but so too are speed and security.
Orders are generated directly from defined strategies, automatically monitored and executed in full compliance with regulations. Integrated rebalancing and investment guideline monitoring ensure that all client portfolios remain efficiently aligned with target allocations, while also allowing individual client interests to be reflected at scale.
“What used to take days now takes hours – with greater transparency and less risk of error,”
Mair explains.
“Order management via QPLIX has significantly improved the comparability and control of our trading activities.”
Order monitoring used to be a time-consuming, manual process. Thanks to QPLIX, it is now automated and audit-proof.
Regulatory requirements such as MiFID monitoring and investment guidelines are part of everyday life for any asset manager. BV & P Vermögen uses QPLIX to fully digitalise these processes and oversee them within a single, central source.
All guidelines are stored within the system, and deviations are automatically identified and reported. This reduces manual checks, minimises risk and ensures seamless compliance documentation.
“Today, we can demonstrate at any time that all regulatory requirements are being met,”
Mair says.
“That is not only efficient, but essential for maintaining our clients’ trust.”
More than 600 end clients already use BV & P Vermögen’s digital portal, which is a standard component of the QPLIX software and can be individually customised.
There, clients receive real-time insights into their portfolio structure, benchmarks and performance metrics. Those on the move no longer require a laptop: information can also be accessed conveniently via an app.
The portal is therefore far more than a reporting tool. For BV & P Vermögen, it is a communication channel that strengthens trust and client loyalty. Reports, analyses and documents can be shared securely and directly.
“Our clients expect digital accessibility,”
Mair explains.
“QPLIX makes this possible, while we retain full control over the available views and the design.”
BV & P Vermögen has built its system landscape around QPLIX. Data flows automatically via interfaces to six banks, as well as via APIs to internal tools, such as client relationship management systems.
Hundreds of transactions are posted and verified automatically each day. The result is a consistent, auditable single source of truth for all client data and processes. In this way, QPLIX becomes the foundation for scalable, digital wealth management.
“The quality and quantity of available data are more critical than ever,”
Mair emphasises.
“With QPLIX, we can grow without having to compromise in this area.”
For BV & P Vermögen, independence does not mean dispensing with technology. It means consciously choosing systems that enable freedom. With QPLIX, the company has created the digital foundation to set new standards – uniting efficiency, compliance and an excellent client experience.
“We are independent by conviction,“
Marina Mair concludes.
“And QPLIX is a tool that makes this independence possible.”
Jill Stäbe has been part of QPLIX GmbH since 2020. Originally working in Client Success Management, she has always worked closely with various internal and external stakeholders and now draws on broad expertise regarding the platform and its users. As part of the marketing team, she is therefore primarily responsible for product-specific topics, as well as the company's social media presence and press relations.
