QPLIX digitizes the management of complex assets. The FinTech platform’s customer groups include single and multi-family offices, foundations, investment funds, investment advisers, institutional investors, and private banks such as the Deutsche Bank Wealth Management. In 2020, the platform reached 120 billion EUR Assets under Management. The QPLIX software holistically maps the entire range of liquid and illiquid asset classes as well as complex legal entity structures. It consolidates all investment data from multiple sources and banks in a high-performance database and provides them for holistic controlling, accounting, analytics, and reporting. The SaaS solution enables managers and clients to securely access asset reporting and real-time analytics via browser- and app dashboards at any time. The company was founded by the former wealth managers Kai Linde, Philipp Pötzl, and Mathias Lindermeir. The team consists of over 70 software and financial experts at the Munich and Frankfurt offices.
QPLIX GMBH
OUR VISION
QPLIX consists of a team of highly enthusiastic developers and consultants, united by the goal to create the financial platform of the future.
The world of asset and investment management is one of the most complex fields in the world. It is our vision to create a highly flexible financial platform to simplify these complex processes and to enable those responsible to make faster and more efficient decisions.
We aim to deploy this ambition in all aspects and stages of investment and wealth management, ranging from allocation and analytics to reporting, accounting and document management and many more.
To put it simply, we aspire to create one software solution to master all requirements in its field. We ourselves are creating and shaping the future of this industry and we want to leave our fingerprints on the technology and innovation it‘s composed of.
LETTER FROM THE FOUNDERS
Hello World!
We are so glad that you have somehow stumbled upon our company in this big industry and are interested in hearing our story. We, Kai Linde, Philipp Pötzl and Mathias Lindermeir, are the founders of QPLIX and are proud to tell you how it all started.
Having worked in the field of asset and investment management for several years, we found that we always came across the same problems and inconveniences, which made our everyday business unnecessary complex and frustrating. Knowing exactly where we saw weaknesses in the deployed and standardized processes, we were certain of what would have to be changed. And so one day we just did it.
Soon we realized that others had the exact same problems that had motivated us to create our software and were enthusiastic about this new product. So we decided to create this solution not only for us, but also for all the others in this industry craving for simplification. QPLIX was born. Retrospectively, we have to admit that this little project of ours became way bigger than we ever would have expected. The positive reactions in the industry have blown us away and we are very proud of what we have accomplished so far. Furthermore, our success has motivated us to go even further and has maximised our goals and plans for QPLIX.
We are so excited about everything that is yet to come. Why don’t you join us for the ride? We promise it’ll be worthwhile.
Yours sincerely,
Kai Linde, Philipp Pötzl & Mathias Lindermeir
MILESTONES
2012
FOUNDATION
QPLIX is founded by Kai Linde, Philipp Pötzl and Mathias Lindermeir, three investment professionals working for a German Single Family Office at the time.
> 10 BN AUM
Only one year after its foundation, there are already 10 bn. EUR worth of assets which are managed on the platform. The first QPLIX customers are mainly Single Family Offices.
PLATFORM IMPROVEMENTS
Continuously, the platform is improved in all kinds of aspects. For instance, QPLIX introduces an Excel Add-in in 2014. With the introduction of multi client-features, the first Multi Family Offices and wealth managers adopt QPLIX as their IT platform.
> 50 BN AUM
Currently, over 50 bn. EUR worth of assets are managed on the platform. This includes all different kinds of customer groups, such as Single and Multi Family Offices, wealth managers, asset managers, trusts, funds and administrators.
IPHONE APP RELEASE
In 2016, the “Investors Portal” App is introduced. It allows investors to have a look at predefined views of their portfolio and conveniently click through the levels in their smartphone app.
ADVANCED REPORTING TOOL
2017 was all about wealth reporting: With advancements and new features, QPLIX developed into a highly flexible reporting tool and an extremely advanced and userfriendly reporting process was enabled.
CLIENT PORTAL
In 2018 we introduced a digital client portal. It offers a simplified version of the QPLIX-software and delivers relevant digital views for advisors and clients.
ACADEMY PROGRAM
In 2019 we introduced the QPLIX Academy. The Academy offers standardized training sessions (one or several days basic and advanced training packages), held by coaches with comprehensive QPLIX experience. An overview of the entire training offerings can be found in the password protected area MY QPLIX of this website.
GROWTH | >120 BN EUR AUM & >60 FTE
The assets managed via the platform exceed 120 billion EUR assets under management at the end of 2020 and the QPLIX team now consists of more than 60 experts from the fields of finance/asset management and software engineering.
Leave a Comment