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Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models.
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QPLIX for (Multi)
Family Offices
At QPLIX, we understand family offices because we started in one. Our software is designed to handle complex portfolios and ownership structures with ease. Since we started in 2012, we've grown to be a trusted Wealth Tech partner for top family offices, private banks, and institutional investors globally.
Rainer Kröll
GKK Partners
One of countless reasons...
Operational Efficiency
Boost operational efficiency within your family office with QPLIX's automation capabilities. Our platform streamlines data consolidation, accounting, controlling, and reporting, freeing your team from routine tasks to focus on strategic asset management and client relations.
By centralising all wealth data, QPLIX also enhances collaborations with external advisors like accountants and auditors, facilitating scalability without compromising on security or infrastructure.
One of countless reasons...
#SingleSourceOfTruth
QPLIX serves as the ultimate single source of truth for managing both liquid and illiquid investments, delivering comprehensive reporting and oversight of your entire portfolio.
Our asset class-specific functionalities offer robust management for every type of asset, from conventional investments to private equity, luxury assets, and real estate holdings. With detailed lease management seamlessly integrated, QPLIX ensures you have a complete overview and control of your investments.
One of countless reasons...
Customer Communication
Deliver exceptional customer experiences with QPLIX's family office software. Enable principals and beneficial owners to see the impact of their investments through intuitive web dashboards and detailed reports.
Our customised Wealth App, tailored to your family office's branding, offers stakeholders a real-time, comprehensive view of their wealth, accessible from anywhere.
Our platform also facilitates dynamic interaction, allowing your team to address inquiries and model investment scenarios instantly.
One of countless reasons...
Data Security
Data security is paramount for family offices managing sensitive financial information.
QPLIX ensures the highest security standards by operating on privately managed servers in certified data centers, employing advanced encryption, and using strict authentication protocols to guard against unauthorised access.
Our service model minimises your IT burden while maximising protection and data privacy.
Our Customers
Banks
"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."
Katja Kühn
Managing Director
Family Office
"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."
Florian Hoffman
Chief Operational Officer
Wealth Management
"Partnering with QPLIX has enabled LIQID to deliver world-class investment solutions to our clients. Their scalable software has streamlined core processes like order management, reporting, and analysis, allowing us to focus on best-in-class asset management."
Johannes Gamroth
Managing Director
Tax & Wealth Management
"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."
Rainer Kröll
Founding Partner
Wealth Accounting & Reporting
"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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Alexander Etterer
Managing Director
Wealth Research & Consulting
"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."
Andreas Ritter
CEO
Pension Funds
"We are able now 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."
Quintin Van Wijk
Director
Foundation & Non-Profits
"Our demands are very specific: we manage the assets of the Deutscher Caritasverband e.V. and its foundations. The seamless integration of our transaction data into SAP was particularly important to us. QPLIX was the only system that was not only able to consolidate all of our data, but also to develop a customised feature for our requirements. Despite the complexity of the project, we felt well advised right from the start. The result: a customised solution from which we as Caritas and QPLIX will benefit in the long term."
Dietmar Bühler
Foundation Director
The whole universe of wealth management
Managing wealth is becoming more and more complex. QPLIX knows about all aspects and has already solved many challenges. Our ambition is to decode the universe of wealth, and we have come a long way on this journey. We love to share our solutions.
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