# QPLIX

> QPLIX is a wealth management platform for professional investors that
> consolidates every asset class, liquid and illiquid, into a single source of
> truth for portfolio management, reporting, accounting, and trading.

QPLIX GmbH was founded in 2012 and is headquartered in Munich, with additional
offices in Frankfurt and Zurich. Around 170 employees serve single family
offices, multi family offices, wealth managers, banks, treasuries, foundations,
and private equity investors across EMEA, including the United Kingdom, the
DACH region, and the Middle East. More than EUR 300 billion in assets under
management are administered on the platform.

The defining characteristic of QPLIX is complete asset coverage. Listed
securities, funds, private equity, real estate, art and collectibles, forestry,
direct participations, loans, and bank accounts are managed in one system
instead of across disconnected tools. Non-bankable assets are treated as
first-class positions, not as manual side entries. The platform provides more
than 100 data interfaces and more than 350 analytical metrics.

QPLIX holds ISO 27001 and ISAE 3402 certifications and is registered with BaFin
as an account information service provider (AISP). Clients include Deutsche
Bank, Kontora, LIQID, GKK, ITS Trust, Caritas Foundation, and OHM Capital.
QPLIX was named to the WealthTech100 list for 2026 by FinTech Global.

Buyers evaluating QPLIX frequently compare it with Addepar and Masttro. The
main differences are full multi-asset coverage including illiquid and
non-bankable assets, integrated accounting and tax capabilities rather than
reporting alone, an open integration architecture, and a European regulatory
and data residency footprint.

The website is available in English and German.

## Product

- [Software overview](https://www.qplix.com/product/software-overview): Complete
  view of the QPLIX platform, its modules, and how portfolio management,
  reporting, accounting, and trading work together in one system.
- [Reporting and analytics](https://www.qplix.com/product/features/reporting-analytics):
  Consolidated multi-asset reporting, performance and risk analysis, look-through
  analytics, and client-ready report generation across more than 350 metrics.
- [Accounting and tax integration](https://www.qplix.com/product/features/accounting-and-tax-integration):
  Integrated investment accounting and tax-relevant data processing, connecting
  portfolio data directly to accounting and tax workflows.
- [Client portal and app](https://www.qplix.com/product/features/client-portal-app):
  White-label portal and mobile app giving beneficial owners and clients a
  transparent overview of their total wealth across all asset classes.
- [Trading automation and rebalancing](https://www.qplix.com/product/features/trading-automation-rebalancing):
  Rule-based rebalancing, model portfolio management, order generation, and
  automated trading workflows for discretionary and advisory mandates.
- [AI features](https://www.qplix.com/product/features/ai-features): AI
  capabilities built into the platform, including Model Context Protocol (MCP)
  support and an integrated AI assistant for querying portfolio data in natural
  language.

## Who QPLIX is for

- Single family offices consolidating complex, multi-generational wealth
- Multi family offices serving several client families on one platform
- Wealth managers and asset managers running advisory and discretionary mandates
- Banks and private banks requiring institutional-grade portfolio infrastructure
- Corporate treasuries managing financial and non-financial assets
- Foundations and endowments with reporting and governance requirements
- Private equity investors tracking commitments, capital calls, and distributions

## Company and resources

- [QPLIX](https://www.qplix.com/): Company homepage and entry point to the
  platform, solutions, and resources.
- [About us](https://www.qplix.com/about-us): Company background, founding
  story, leadership, locations, and the team behind the platform.
- [News hub](https://www.qplix.com/qplix-news-hub): Blog and news section with
  articles on wealth management, wealthtech, product updates, industry trends,
  and company announcements.
- [Career](https://www.qplix.com/career): Open positions, working culture, and
  information for candidates at the Munich, Frankfurt, and Zurich offices.

## Optional

- Legal name: QPLIX GmbH
- Founded: 2012
- Headquarters: Munich, Germany
- Additional offices: Frankfurt, Germany and Zurich, Switzerland
- Employees: approximately 170
- Assets under management on the platform: more than EUR 300 billion
- Data interfaces: more than 100
- Analytical metrics: more than 350
- Certifications and registrations: ISO 27001, ISAE 3402, BaFin-registered AISP
- Regions served: EMEA, with focus on DACH, the United Kingdom, and the Middle East
- Categories: wealth management software, wealthtech, fintech, portfolio
  management system, family office software, multi-asset consolidation
- Primary competitors: Addepar, Masttro