QPLIX offers advanced financial adviser software solutions including expert support and data supply. Independent financial advisors and asset managers can increase efficiency, optimize margin and costs, offer a modern customer experience and attract younger investor generations. With these levers, they are ready for future success. And the key to all this is digitalisation.
- Efficiency boost
- Digital customer experience
- 360° overview of the entire wealth
- Client Wealth App and Dashboards
- Full control of complex portfolios
- Consolidates market and transcation data
- Powerful analytics capabilities
- Seamless, fully integrated workflows
- Automated back office processes
- Accessible anytime and anywhere
- Integrated ordering, payment and document management
- PDF reports to share over any channel
The business of independent financial advisors and asset managers will always be driven by people. However, to remain competitive, human expertise and relationships must be enhanced with technology and data. With QPLIX financial advisory software, your relationship managers can provide personalised advice to their clients and deliver high-value services through any channel. QPLIX enables value-added services that set you apart from your direct competitors, as well as robos and self-investing products. And with our personal wealth apps and PDF reports, you can deliver the digital experience your clients expect today.
Zero Gravity - free your team from tedious tasks
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 and allows you to improveyour margins. 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 and even with a better service quality. You can scale your business in every dimension.
360° View - keep the overview in an increasingly complex world
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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