You manage complex wealth or portfolios at scale? Then QPLIX is made for you. Below you'll see what QPLIX does for organsations like yours. Your industry isn't listed yet? We are working on descriptions for tax firms, foundations, pension funds, and insurers. In the meatime, feel free to ask our sales team.
We come from the family office universe and know your business. For ten years, QPLIX has been bringing leading single and multi-family offices into the digital world. As your technology partner, we’ll help you to master complex portfolios across all liquid, illiquid and alternative asset classes, as well as ownership structures. You’ll impress your clients with a modern, digitally enhanced experience.
With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. You can offer your clients a cutting-edge, digital experience. Manage non-bankable assets and third-party assets for your most valuable clients. Scale your business and serve more clients with given resources. Keep new competitors at bay and become the innovation leader.
Efficiency. Scaling. Cost Optimisation. Customer Experience. With these levers, wealth managers can improve their business significantly. With QPLIX portfolio management software, relationship and investment managers at financial advisors and asset management firms have all they need to provide clients with competent, personalised advice based on solid data. As backoffice processes are largely automated, you can scale your business and optimise costs.
Asset management at insurance companies and pension providers is about mastering highly complex portfolios in a highly regulated environment. With QPLIX, institutional investors can digitise and consolidate their diverse investments and gain significant efficiencies. Time-consuming routine activities are automated, allowing you to focus on important tasks such as strategic asset allocation. QPLIX is also a major step forward in terms of transparency and accountabilty.
Foundations and non-profit organisations (NPOs) typically make use of a wide range of asset classes and financial service providers. They need to forecast returns and liquidity, comply with specific regulations and report to their board. Issues such as ethical or impact investing add another layer of complexity. Sophisticated software such as QPLIX helps increase efficiency and transparency, allowing asset managers to focus on preserving and growing their endowments.
By consolidating all asset and ownership data in a single system, QPLIX supports providers of reporting, accounting, auditing or tax services. For clients such as family offices, foundations or private banks, you need an overview of all bank and custody accounts, asset classes and fees. QPLIX ensures that you don't miss a thing, even in highly diversified portfolios with complex legal entity structures. Transaction data and documents are synchronised automatically. The fact that even illiquid assets such as private equity, and real estate can be managed digitally is a real game changer. With just a few clicks, you can create accurate, complete and transparent PDF reports. You will experience a whole new level of efficiency and accuracy that will allow you to scale or expand your business.