“A robust PMS can offer transformative value to independent asset managers.”: An interview with Sener Arslan, Regional Director Switzerland
May 12, 2025
“A robust PMS can offer transformative value to independent asset managers.”: An interview with Sener Arslan, Regional Director Switzerland
When Kai Linde co-founded QPLIX in 2012, he and his partners saw a massive opportunity to rethink how wealth is managed.
2024 brings key changes for German wealth management: tax reforms, ESG integration, crypto regulations, data privacy, and fiduciary duty standards.
The investment will support the company's growth objectives and facilitate the implementation of its international expansion plans
This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung"
QPLIX's 2024 analysis of 62k portfolios crowns Novo Nordisk the top stock. Investors blend US tech growth with reliable European dividend payers.
Why Germany is loosing trust in its own investors: How do Germans invest?
QPLIX recently discussed trends in #wealthreporting and wealth controlling for family offices that will shape our industry in the coming years.
Kai Linde, co-founder and co-CEO of QPLIX, was invited to discuss trends.
Capital magazine ranked top wealth managers using QPLIX. 108 firms with 54,000 accounts were analyzed. BV&P and Liqid won 5 stars for the 5th time.
Hybrid wealth management offers HNWIs the best of both worlds: QPLIX digital efficiency combined with personal expert advice.
QPLIX appoints Sener Arslan as Director Switzerland to drive sales growth among banks, wealth managers, and family offices in the Swiss market.
QPLIX, IVA & CAPITAL webinar analyzes 54,000 client portfolios, revealing how German asset managers responded to crises and trends from 2018 to 2023.
Philip Schäfer highlights digital order management benefits: automated processes, real-time validation, and portfolio lifecycle management efficiency.
Private banking transformation requires five waves: digital advisors, tech-enhanced relationships, open banking, data analytics, proactive innovation.
QPLIX and IVA analyze 54,000 portfolios revealing top 20 German investor stocks, led by Allianz, BASF, and Microsoft, favoring dividends and US tech.
How do Germans invest? The Institut für Vermögensaufbau (IVA) and wealth management software provider QPLIX have investigated.
QPLIX integrates ESG data for sustainable investing: Instant analysis and reporting for future-proof portfolios.
QPLIX partners with WTax: Maximize returns through seamless, outsourced recovery of foreign withholding tax using QPLIX data.
QPLIX joins SWIFT with its own BIC for direct bank connectivity and expands globally with full English language support.
QPLIX integrates GOIO for automatic transaction receipts. PDFs are directly linked to data, enabling efficient, paperless workflows.
To scale the construction of data interfaces, QPLIX introduced its own uniform transaction format: Q-JSON.
Trading automation streamlines order management, reduces errors, ensures compliance, and boosts efficiency for wealth managers to focus on strategic
