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  • Family Office Software
    The holistic software solution
    DEMO CONFIGURATOR
    for your family office.

QPLIX AS YOUR FAMILY OFFICE SOFTWARE

QPLIX delivers next generation SaaS solutions (web based) for your Single Family Office or Multi Family Office. The family office software is engineered to handle a full range of asset classes and complex legal entity structures. It optimally supports all internal and external roles involved in a family office to deliver precise results in a challenging and ever-changing family office environment. The concept behind the family office software enables backoffice and frontoffice to work on the same platform and data basis.

Extract of family office software features:

  • Support of all asset classes
  • Controlling of liquid and illiquid assets
  • Automated accounting incl. tax consideration and export options to DATEV (standard or individual account mappings)
  • Flexible paper (PDF)-, web- and smartphone app-based reporting incl. real time analysis and loss thresholding
  • Mapping of complex legal entity structures
  • Portfolio optimization through advanced analytics tools, such as for risk analysis or structural analysis
  • Integrated document management
  • Many other features

All three QPLIX founders have worked as investment professionals for a German Single Family Office themselves and know the weaknesses of the standardized processes like the back of their hands. These weak spots were exactly the starting points for QPLIX.

LEARN MORE ABOUT OUR SOLUTION
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EUROS OF ASSETS MANAGED ON QPLIX

TOP 3 FAMILY OFFICE BENEFITS

Holistic view

QPLIX supports complex and even changing legal entity structures and all asset classes, which are relevant for family offices:

This includes a broad range of liquid and illiquid asset classes with asset class specific transaction types, as e.g. rental contracts or general tenant management for real estate assets or PE commitment as well as detailed fund planning for private equity assets.

The Family Office platform also supports ETDs like futures and options incl. pricing via Thomson Reuters, FX-forwards and all kinds of illiquid investments like direct holdings, loans, art, boats / jets, other collectibles, renewable energy and other.

Efficiency boost

QPLIX helps you to lift the efficiency in your Family Office to a whole other level.

It automates recurring accounting tasks and speeds up time-consuming administrative tasks as document management.

The Family Office platform makes it easy to collaborate in widely distributed teams, while keeping your data in one place and stored safely.

Tailored reporting experience

Gathering data for your Family Office reporting takes up a lot of your time and energy? Do you have to switch between different time frames, purposes, languages and currencies for your reports?

QPLIX enables you to create specialized report templates for different purposes out of a pool of reporting elements. Creating a distributable report (for adjustable time frames, legal entities, languages and currencies) from these templates takes you just a click.

If you’d like to know more about the reporting possibilities in QPLIX, we will gladly send you our family office sample report upon request.

FAMILY OFFICE TOPICS IN FOCUS

  • Breidenbach von Schlieffen offers digital family-office-service

    30. October 2018 | Article,Neuigkeiten,Private Banking Magazine

  • QPLIX receives transparency award

    8. March 2018 | Article,Press Release,Private Banking Magazine

  • QPLIX wealth management software l QPLIX Vermögensverwaltung Software
    Wealth Management of the future is digital

    7. November 2017 | Article,Unternehmeredition

  • QPLIX Digital wealth controlling l Vermögenscontrolling
    Digital wealth controlling for large private wealth

    6. September 2017 | Article,Börsen-Zeitung

  • Private wealth management l Private Vermögensverwaltung
    Pursuit race of private wealth management

    12. June 2017 | Article,Unternehmeredition

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  • SOLUTIONS
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