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Digital Power
for Wealth managers

  • Efficiency boost
  • Digital customer experience
  • 360° overview of the entire wealth
  • Client Wealth App and Dashboards 
  • Full control of complex portfolios
  • Consolidates market and transcation data 


  • Powerful analytics capabilities
  • Seamless, fully integrated workflows 
  • Automated back office processes
  • Accessible anytime and anywhere
  • Integrated ordering, payment and document management
  • PDF reports to share over any channel



We pave your way to the future.

High-value services

The business of independent financial advisors and asset managers will always be driven by people. However, to remain competitive, human expertise and relationships must be enhanced with technology and data. With QPLIX financial advisory software, your relationship managers can provide personalised advice to their clients and deliver high-value services through any channel. QPLIX enables value-added services that set you apart from your direct competitors, as well as robos and self-investing products. And with our personal wealth apps and PDF reports, you can deliver the digital experience your clients expect today.    



Zero Gravity - free your team from tedious tasks

With QPLIX you improve your efficiency considerably. The portfolio management processes from data maintenance, to accounting, controlling, and reporting to analysis and ordering are largely automated. This not only saves costs and allows you to improveyour margins. Our software frees up valuable resources. Your team, from the back office to the relationship manager, can look after more clients with the same effort and even with a better service quality. You can scale your business in every dimension.


360° View  - keep the overview in an increasingly complex world

QPLIX brings everything together: accounts and custody accounts of all banks, all investments, investment guidelines, distribution across countries and currencies. No matter how complex - you always keep a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve the investment strategy, identify opportunities and increase the share of wallet.  


Squaring the circle

Standardisation versus personalisation. Growing customer expectations versus cost reduction. Increasing regulatory pressure versus process efficiency. With QPLIX you can resolve these contradictions. Squaring the circle is possible thanks to the proven processes built into QPLIX and the efficient access to investor, portfolio and asset data along all documents and records


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Our Customers

Pension Funds

Quintin van Wijk

Director at Institutional Trust Services B.V.

"With QPLIX, we will be able to take efficiency, scalability and transparency to a new level and expand our service portfolio for our institutional investor clients. We will now be able to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and that as well enables a seamless online experience across desktop and mobile devices."Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Institutional Trust Services B.V. (ITS)

Wealth Accounting & Reporting

Alexander Etterer

Managing Director

"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Reportify Analytics GmbH

Multi Family Office

Florian Hoffmann

Chief Operational Officer

"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients. What we have with QPLIX is the perfect software to really meet these challenges. We have all the information on all the different asset classes, liquid and illiquid, in near real-time, and that is very helpful and very powerful."
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Katja Becker

Managing Director, Head of FIM and Deutsche Private Port at Deutsche Bank

"With ‘Private Port powered by QPLIX’, we offer independent asset managers an innovative and powerful portfolio management system as part of our custodian bank offering. Our system is the ideal basis for simple multi-bank consolidation for our clients who also act as family offices or contact partners for their clients in all situations. Professional white-label reporting and connection to financial accounting with our partner QPLIX, we stand for customised solutions and support for your processes."
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Deutsche Bank

Wealth Research & Consulting

Andreas Ritter


"We regularly analyse a large number of real client portfolios of independent asset managers as part of the Germany's Top Asset Managers study. Together with our technology partner QPLIX, we have now taken the next step by using this huge wealth of data on asset allocation for an anonymised trend analysis with the new Trendmonitor Vermögensverwaltung. The result is by far the broadest data-driven analysis of the portfolio structure of professional investors in the German-speaking world,"
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Institut für Vermögensaufbau (IVA)

Tax and Wealth Accounting

Rainer Kröll

Founding Partner

„We use QPLIX in particular to give our clients a glimpse into the future. Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models. This means: no retrospective confirmation of data, but a strategic tool for future planning.“
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GKK Partners

Related Content from our QPLIX insights blog


In the age of digitalisation, clients expect wealth managers to offer them a convenient and efficient way to manage their finances online. Hybrid services combine the best oft wo worlds: individual advice and scalable service.



The QPLIX platform provides family offices and asset managers of Deutsche Private Port with an overview of all asset classes. Furthermore, Deutsche Bank acquires a minority stake in QPLIX.



For the fifth time, the German business magazine Capital and the Institut fuer Vermoegensaufbau have determined the best wealth managers with the help of the QPLIX Wealth Management Software.