360° View of all Asset Classes
Digital Customer Experience
Data-Driven Portfolio Management
Powerful Data Consolidation, Reporting, Controlling, Analytics
Perfect Fit for the New Work Environment:
Consistent Data and Efficient Tools to Work as a Team, Anytime, Anywhere
We know your business. The QPLIX founders have worked as investment professionals for an SFO and their practical expertise has been forged into our family office software, which evolved into a digital wealth management platform. Dozens of leading SFOs and MFOs, private banks, IFAs, and institutional investors around the globe trust QPLIX as their digitalisation partner. Today, the assets under management on the QPLIX platform exceed 150 bn $.
With QPLIX, you can transform your family office into a modern, data-driven business. You can digitalise data operations and document management, workflows, and the customer experience in just 2 months.
All asset classes under control
In times of low-interest and high inflation rates, preserving and growing family wealth over generations need alternative forms of investment such as private equity funds in addition to traditional investments. QPLIX offers sophisticated, dedicated functions for any liquid or illiquid investment instrument. From securities and their sustainability rating to collectibles, real estate, and private aircraft: QPLIX covers all forms of investment.
The big picture
QPLIX stands for holistic wealth management. The family office software brings everything together: Data, documents and workflows, accounts and custody accounts, transactions and holdings, costs, investment guidelines, distribution across countries and currencies, and ownership structures. No matter how complex – you always maintain a complete overview of the current total assets. You can also look back and create forecasts.
Freed from mundane tasks
With QPLIX you increase the efficiency of your team considerably. The processes around data operations, accounting, controlling, reporting, and analysis are largely automated. Our software frees up time and energy. This allows your team to concentrate on higher-value tasks and create real added value. As a multi family office, efficiency gains allow you to scale your business and serve more clients with the given resources.
Digital Wealth Experience
With our family office software, you create a customer experience that meets the highest standards. The principals and other family members see the added value you create on clear web dashboards and meaningful reports. Younger and more tech-savvy family members will love the QPLIX Wealth App. Branded in your corporate design, it offers an overview of personal wealth anytime and anywhere. With the QPLIX portal, your managers are provided with digital tools to answer individual questions quickly and play through ideas and scenarios in real-time to make investment decisions.
Single Source of Truth
Our Digital Wealth Management Platform improves collaboration with family heads and family members, within your team, and with external service providers. Everyone works independently of their location and with maximum security on one and the same reliable database. Your office runs like a well-oiled machine, even in virtual models and flexible working environments.
At your side
QPLIX is more than a software provider. We see ourselves as a partner who accompanies you with profound, practical expertise during the digital transformation and ensures that all aspects of your business remain up to date in the future. Together, we can turn your office into a highly modern, data-driven business.
The human factor
No one knows this better than you: In wealth management, the knowledge and experience of experts and interpersonal exchange remain indispensable. You can always rely on our support, proactive advice, and discretion. We employ roughly the same number of software and financial experts to help you get the most out of QPLIX.
QPLIX enables you to manage all different kinds of asset classes (liquid and illiquid) in one tool. The software provides a holistic view of the asset allocation and performance and enables you to compare different asset classes with a variety of metrics. In addition to securities, QPLIX handles real-estate, collectors items, and alternative investments such as private equity.
QPLIX provides a “Client Portal”, which enables investors to access a graphic overview of their assets. Via the dynamic functionality of the Client Portal, users are able to click through different dimensions and levels of their asset allocation. With the developed app extension a great amount of flexibility is added to the platform to stay up-to-date at any time and any place.
Create customized reports for all kinds of purposes and in your branding with just a click. QPLIX offers you a wide variety of report elements to configure your individual report templates. These reports can then be generated on the current data basis with just a click and for different recipients, languages and currencies.
Learn more about reporting with QPLIX
QPLIX makes it simple to act within complex (and changing) legal entity structures. The software enables you to manage an unlimited number of legal entities in complex and changing groups and to view various perspectives within this structure. Real time consolidation is provided on every level.
QPLIX automates most of your daily accounting tasks and improves your accounting quality by leveraging a rule-based accounting system. Also, it connects perfectly with external accounting software and includes a solution to keep your asset management in sync with any external system.
The software offers a solution for electronic document management. Transparency is established by deep linking of transactions and entries to corresponding parts of a document. Furthermore, the platform provides structure and assignment to a compatible hard copy filing system.
The analytics tool is designed to slice and dice your portfolio in all available dimensions. The platform makes incoming data instantly available to support your decision-making process and therefore enables you to discover real-time performance insights and to make faster and more efficient decisions.
Your team plays globally? We love it. QPLIX enables the tracking of every asset in local currency and its original time zone. The software offers a consolidation of the portfolio in the currency of your choice and shows the split between asset related valuation changes and fx effects on a daily basis.
On the QPLIX platform, you can define your own alarms and thresholds on the basis of more than 200 available metrics and any property. Furthermore, the system enables you to establish a linked notification system, such that selected users are notified once thresholds are surpassed.