In recent years, the QPLIX platform has established itself as the expert software for managing large and sometimes very complex portfolios. Single and multi family offices, asset managers, foundations, funds and other institutional investors use the platform to manage all components of their assets, such that more than 60 billion EUR are already managed via QPLIX.
As part of a comprehensive training program offered by the QPLIX Academy, we would like to support all of the above customer groups in the best possible way in mapping their requirements and also increase efficiency in their daily work with the QPLIX software.
QPLIX Academy approach for single and multi family offices
The assets of family offices managed via QPLIX are characterised by a high degree of professionalism and complexity. This is caused, among other things, by many portfolios, sophisticated asset classes (such as private equity, real estate or art collections) as well as complex financial instruments and various currencies. In addition, the changing tax and regulatory requirements pose an additional challenge. All these topics can be addressed within the framework of the Academy programme and their implementation in the software can be demonstrated using best practices.
QPLIX Academy approach for investment advisors (RIAs)
Investment advisors (RIAs) are confronted with the problem of standardizing and automating processes for themselves and their clients, while at the same time ensuring an individual and high-quality user experience and support. In this context, a fast and efficient comparison of expectations, market and portfolio as well as the continuous monitoring of risk parameters in consideration of current regulatory guidelines, such as MiFID II, in daily work is crucial for success. As part of the Academy programme, the software support including the associated work processes can be demonstrated and practiced.
Our comprehensive range of training courses is designed to support individual customers in these challenges and generally strengthen their understanding of how to use the QPLIX software. The topics of training and exchange are consciously brought into focus. Within the scope of our offer, additional training packages (lasting one or several days) are offered for QPLIX users in order to provide new QPLIX users with a faster introduction and to increase efficiency in their daily work with the QPLIX software. The intended uses include, among others:
- Easy introduction to using the software, presentation of all features and joint training of the core tasks (e.g. transaction recording and creating analyses as well as reportings) – This function is used both in the context of regular onboarding projects and when a new employee joins your team. After the Academy training package, your employees can start their daily tasks quickly and efficiently without time-consuming training on your side.
- Knowledge refresher – We are happy to offer you dedicated training packages to deepen and broaden your existing knowledge. Within this framework, newly added features and current technical challenges can also be discussed.
- Getting started with new subjects and projects – The Academy training packages offer a good start for new projects. Examples include new reporting projects or dealing with new topics, such as other asset classes. In the trainings, the possibilities within the software and best practice approaches can be conveyed.
In the password-protected MY QPLIX area of the website, QPLIX users already have access to the Academy’s specific course offerings (including the corresponding course brochures) – Access can be requested by telephone or via our contact form. Individual training courses that are not included in the course schedule of the predefined training courses can also be requested with a reasonable lead time. The training courses can take place either at your premises or at the QPLIX office in Munich. The offer will be further expanded in the coming weeks and months in order to offer you a differentiated selection.
“We are very pleased with the great demand for the training packages and the positive feedback,” says Jenny Ebersold, Training Manager at the Academy. “We are confident that the trainings will provide users with a deeper understanding and confidence in using the QPLIX platform, which will ultimately enable them to work more efficiently”.