Efficiency. Scaling. Cost optimisation. Customer experience. Attracting younger investor generations. These are the levers that financial advisors and asset managers use to position themselves for the future. And the key to all this is digitalisation. QPLIX offers the appropriate software solutions including financial expert support and data supply.
- 360° overview of all asset classes
- Bankable and non-bankable securities
- High-quality data from numerous feeds
- Full control of complex portfolios
- Data-driven investment decisions
- Automated workflows for increased efficiency
- Modern and digital customer experience
- Accessible anytime and anywhere
- Modern reports, apps and dashboards
- Ordering and payment
Technology and data are gaining in importance for wealth managers. However, the business of financial advisors and asset managers always will remain people-driven. Your clients want hybrid services, where technology, expertise and relationships go hand in hand. With the QPLIX financial advisor software, your relationship managers can create added value by advising clients individually and deliver high touch services through any channel. And with personal wealth apps and PDF reports, you can offer the digital experience that your clients are expecting today.
With QPLIX you improve your efficiency considerably. The portfolio management processes from data maintenance, to accounting, controlling, and reporting to analysis and ordering are largely automated. This not only saves costs. Our software frees up valuable resources. Your team, from the back office to the relationship manager, can look after more clients with the same effort. This is how you scale your business.
QPLIX brings everything together: accounts and custody accounts of all banks, all investments, investment guidelines, distribution across countries and currencies. No matter how complex - you always keep a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve the investment strategy, identify opportunities and increase the share of wallet.
Squaring the circle
Standardisation versus personalisation. Growing customer expectations versus cost reduction. Increasing regulatory pressure versus process efficiency. With QPLIX you can resolve these contradictions. Squaring the circle is possible thanks to the proven processes built into QPLIX and the efficient access to investor, portfolio and asset data along all documents and records
Our experts would be more than happy to give you a personal product demo tour (40 minutes, per videoconference). Please fill out and send the form.
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