QPLIX offers a SaaS software solution for (registered) investment advisors (RIAs). The software provides an automatic data connection with Thomson Reuters and a multitude of bank interfaces. While you can make use of the diverse analytics and controlling tools of the software, your clients get to experience a digital customer journey and have access to online / app portfolio data and customized reports.
Selection of software features for investment advisors:
- Automatic data connection to banks
- Data interface with Thomson Reuters
- Digital client portal with interactive overview and post box
- Controlling features for loss thresholding and regulatory controls
- Support in continuous comparison of expectations, market and portfolios
- Support in continuous monitoring of risk parameters
- Flexible paper (PDF)-, web- and smartphone app-based reporting incl. freely configurable consolidation
- Integrated document management
- Further features
All three QPLIX founders have been active in the field of investment management themselves and therefore know the weaknesses of the standard processes very well. These weaknesses constitute the starting point for QPLIX.