QPLIX
Advanced Wealth Management Software
for Tax firms, Accountants and Auditors
Efficiency Transparency Scalability
By consolidating all wealth data into one single system, QPLIX supports providers of reporting, accounting, auditing or tax services. With 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 anything - even within highly diversified portfolios with complex legal entity structures. Transaction data and documents are automatically synchronised. The fact that even illiquid and alternative assets such as private equity, real estate or art collections can be managed digitally is a real gamechanger. 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 enable you to scale up or open up new business areas.
Take your services to the next level
- Everything in one system:
QPLIX as your single source of truth
- Full overview of complex portfolios
- Liquid, illiquid and alternative assets
- Consolidated market and transcation data
- Integrated document management
- Mapping of complex legal entity and structures
- Consideration of the country of the transaction/ the investment
- Seamless, fully integrated workflows
- Automated back office processes
- Accessible anytime and anywhere
- Central collaboration platform for your clients and team
- PDF reports to share over any channel
- Digital services: wealth apps and client web portals
- Highest security and confidentiality
Scale up your business and open up new opportunities
Leave the rest to QPLIX
All asset classes under control
As institutional portfolio management software, QPLIX supports any liquid or illiquid investment instrument. In addition to government and corporate bonds, mortgages and shares, your investment managers also manage real estate, private debt, direct investments as well as private equity funds and any other illiquid investments.
Mastering complexity
QPLIX stands for holistic wealth management. The software brings everything together in one place: Accounts and custody accounts, all investments, investment guidelines, distribution across countries and currencies, market data and scores such as ESG ratings. No matter how complex - you always keep a complete overview of the current portfolio. You can apply the built-in analytical capabilities, look back and create forecasts.
Free from routine work
With QPLIX you increase your efficiency considerably. The processes around accounting, controlling, reporting and analysis are largely automated. Data exchange with banks and accounting software happens via interfaces. Standardised workflows support your team in entering data on illiquid assets. Our software frees up time and energy and saves costs in the long run.
At your side
QPLIX is more than a software provider. We see ourselves as a partner who accompanies you with profound, practical expertise during the digital transformation and works with you to ensure that all aspects of your business remain up to date. Together, we'll turn your investment management into a highly modern, data-driven business.
Related Content from our QPLIX insights blog
DIGITAL CONTROLLING OF COMPLEX WEALTH FROM THE TAX PERSPECTIVE
Let's take a look at the tax aspects of asset controlling: digitalisation and consolidation create the necessary transparency in complex asset and ownership structures, such as those typical for family offices.
WITHHOLDING TAX RECOVERY - QPLIX PARTNERS WITH WTAX
WTax and QPLIX Partner to enhance withholding tax recovery yield. Family offices, private banks, wealth managers, institutional investors, and investment funds can access this service in their QPLIX system.
QPLIX RECOGNISED AS WEALTHTECH100 INNOVATION LEADER
The new WealthTech100 list for 2023 was presented by FinTech Global. The prestigious ranking recognises the world’s most innovative solution providers for investment firms, private banks and financial advisors.