QPLIX SOFTWARE
FOR WEALTH / ASSET MANAGEMENT
EFFICIENT SCALABLE FLEXIBLE
QPLIX is your platform for delivering highly efficient portfolio management and a superior client experience at scale. The advanced software solution for financial advisors includes expert support and data supply. Independent financial advisors and asset managers can increase efficiency, optimise margins and costs, and deliver a modern client experience to attract younger generations of investors. With these levers in place, they are poised for future success. And the key to all of this is digitalisation. With QPLIX as your technology partner, you can bring your business up to date in just a few weeks.
Digital Power
for Wealth managers
- 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
We pave your way to the future.
High-value services
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 Partners
Quintin van Wijk
Director at Institutional Trust Services B.V.
"With QPLIX, we will be able to take efficiency, scalability and transparency to a new level and expand our service portfolio for our institutional investor clients. We will now be able 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."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."""
Institutional Trust Services B.V. (ITS)
Pension Funds
Alexander Etterer
Managing Director
"""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."""
Reportify Analytics GmbH
Wealth Accounting & Reporting
Florian Hoffmann
Chief Operational Officer
"""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. We have all the information on all the different asset classes, liquid and illiquid, in near real-time, and that is very helpful and very powerful."""
"Kontora Family Office GmbH "
Multi Family Office
Katja Becker
Managing Director, Head of FIM and Deutsche Private Port at Deutsche Bank
With the help of the QPLIX platform, Deutsche Private Port can for the first time map, analyse and manage all asset classes including illiquid investments such as real estate and private equity. With comprehensive asset mapping, we are meeting a need of our top clients and strengthening our market leadership in Germany."
Deutsche Bank
Bank
Andreas Ritter
CEO
"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. The result is by far the broadest data-driven analysis of the portfolio structure of professional investors in the German-speaking world,"
Institut für Vermögensaufbau (IVA)
Wealth Research & Consulting
Learn more about what QPLIX can do for your business
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