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The digital relaunch of the “R&P VVAusweis” based on QPLIX portal technology

By qplix | Neuigkeiten, Press Release | Comments are Closed | 28 May, 2019 | 7

Munich, May 15, 2019 – At the Transparent Bull Awards, the digital relaunch of the “R&P VVAusweis” based on QPLIX portal technology was presented.

On Wednesday, May 15, 2019, the “Transparent Bull” award for a transparent information and communication policy in asset management was presented once again at the Bavarian Stock Exchange. The award ceremony was organized by FinanzenVerlag, Bayerische Börse and Rödl & Partner and is based on the “R&P VVAusweis”, which discloses and compares detailed information on asset management services. The goal of the “R&P VVAusweis” is to increase transparency in the asset management industry and to make the asset manager’s process and strategy more tangible for investors. This supports investors in their decisions and in the objective assessment of an asset manager’s performance. Among the guests were well-known representatives of the industry.

A digital relaunch based on QPLIX portal technology was presented for the “R&P VVAusweis” during the event. In the future, the “R&P VVAusweis” will be available as an interactive dashboard online at VermögensAusschreibung.de and will make the process and strategy of the participating asset managers transparent by means of various evaluations. Investors, together with their advisor, have access to further information at any time and from almost any device, which supports them in their selection and investment process. Asset managers on the other side are offered the chance to differentiate themselves and their strategy from the market and to point out their quality.

Thanks to its flexible configuration and branding options, the client portal developed by QPLIX could be optimally adapted to this case of application in order to display the information of the “R&P VVAusweis” in an interactive dashboard. QPLIX has accompanied the “R&P VVAusweis” project from the very beginning and, with the QPLIX software, offers the technical basis for the integrated analytics. “We know that asset reporting in 2019 will no longer only take place on paper and are therefore very pleased to be able to bring the “R&P VV Ausweis” evaluations to the screen in real time and interactively,” says Philip Schäfer, Director of Client Solutions at QPLIX.

QPLIX has been partnering successfully with Rödl & Partner for several years on other projects, such as the digital transparency report and individual and consolidated asset reporting for high-net-worth clients.

About the QPLIX GmbH

QPLIX offers a web-based software-as-a-service (SaaS) solution for wealth management. The QPLIX platform enables users to manage a multitude of asset classes and to map complex wealth structures. It is utilized by family offices, multi family offices, wealth managers and other customer segments from the financial sector. The combination of agile development and financial expertise makes QPLIX one of the technology leaders in the industry.

Auszeichnung, Client Portal, Digitalisierung, Relaunch, Rödl, Vermögenscontrolling

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