QPLIXQPLIXQPLIXQPLIX
  • SOLUTIONS
    • FEATURES
      • WEALTH REPORTING
    • PLATFORM
    • PROFESSIONAL SERVICE
    • ACADEMY
      • ONLINE TUTORIALS
      • WORKSHOPS
      • SEMINARS
  • COMPANY
    • TEAM
  • CAREER
    • JOBS
    • SOFTWARE ENGINEERING & IT
    • FINTECH CONSULTING
    • SALES & BUSINESS DEVELOPMENT
    • ADMINISTRATION, HR & RECRUITING
    • STUDENTS & YOUNG PROFESSIONALS
    • WORKING AT QPLIX
    • APPLICATION AND ONBOARDING
    • FREQUENTLY ASKED QUESTIONS
  • CONTACT
  • DEMO
  • English
    • Deutsch

DIGITAL POWER:
THE QPLIX SOFTWARE FOR FINANCIAL ADVISERS

WITH QPLIX, YOU CAN IMPROVE

  • Cost efficiency
  • AUM
  • Customer base
  • Service quality
  • Customer experience
  • Business agility
  • Cooperation
    within your team and with your clients

 

DEMO

SOFTWARE FOR FINANCIAL ADVISORS AND ASSET MANAGERS

QPLIX offers a digital wealth management solution platform for IFAs, investment advisers and asset managers. With QPLIX as your technology partner, you can digitalise data aggregation, workflows, and the customer experience in just about two months. The software provides an actionable, holistic view of all bankable and non-bankable assets. It enables data-driven decision-making and a proactive and highly personalized approach.

QPLIX aggregates data from a multitude of bank interfaces and market data providers as well as data about illiquid assets. Consolidated, high-quality data fueling a powerful data engine allow for working seamlessly with your clients and within your team, any time, anywhere. While you can make use of the diverse analytics and controlling tools of the software, your clients will have access to app- and web-based investment dashboards and customized reports, designed in your corporate branding.

Main benefits for investment advisers:

  • Automated data feeds from a multitude of banks
  • Digital experience: state-of-the-art investment dashboards for your customers via app or web
  • Tools and templates for flexible paper (PDF)-reporting in your corporate design
  • All asset classes: liquid, illiquid, and alternative investments
  • Database consolidating all asset data in one place
  • High-performance data engine driving efficient workflows for accounting, controlling, analytics, reporting, risk management, and tax data collection
  • Data interfaces with Refinitv and other providers of market data, including ESG-scores
  • Digital client portal with interactive overview and post box
  • Controlling features for loss thresholding and regulatory controls
  • Continuous comparison of expectations, market, and portfolios
  • Monitoring of risk parameters
  • Integrated document management
  • Field-tested features to improve your productivity, performance, service quality, and customer experience
  • Software as a Service (Saas): QPLIX takes care of infrastructure, maintenance, and security, so you don’t have to.
  • Consulting and support services by finance industry experts

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. Overcoming everyday challenges was the starting point for QPLIX.

Learn more about our solution

IN FOCUS: DIGITAL CLIENT PORTAL

The digital client portal offers a simplified version of the QPLIX software and provides relevant digital views for investment advisors and clients. The overview, which is displayed in the portal, can be freely configured and can include different kinds of charts, tables or individual KPIs. Additionally, the portal includes a postbox, which can be used to deposit messages or reports for clients.

FOR INVESTMENT ADVISORS

vermögensverwalter software kundenportal berateransicht

The client portal offers an overview of all clients and investments incl. selected KPIs for asset managers. This view enables you to get a clear picture of current developments and react to changes quickly.

FOR CLIENTS

vermögensverwalter software kundenportal kundenansicht

The portal gives clients access to an interactive overview of all important KPIs and developments regarding their portfolio. This overview and its contents can easily be configured and altered by the asset manager.

0
EUROS OF ASSETS MANAGED ON QPLIX

TOP 3 BENEFITS FOR INVESTMENT ADVISORS (RIAs)

Digital experience

Offer your clients a digital user experience, by managing portfolios with our web platform and giving access to them via client portal or smartphone app. The digital exchange of reports and messages supports you in your customer communication activities.

Data interfaces

Profit from the numerous data interfaces, which have been established in QPLIX. While market data can automatically be retrieved from Thomson Reuters, cashflows and transaction data can be imported via different available bank interfaces.

Standardization

QPLIX helps you to standardize many processes (e.g. administration, reporting, billing, loss thresholding etc.), while your clients are still part of a customized user experience and individual care.

In focus: QPLIX is MiFID ll compliant and supports you in optimally adapting your processes to the regulations.

DEMO CONFIGURATOR

Configure the hypothetical asset structure for your personal demo now.

Leave a Comment

Cancel reply

You must be logged in to post a comment.

  • HOME
  • COMPANY
  • CONTACT AND LEGAL NOTICE
  • DATA PRIVACY
Copyright 2021 QPLIX   |    All Rights Reserved
  • SOLUTIONS
    • FEATURES
      • WEALTH REPORTING
    • PLATFORM
    • PROFESSIONAL SERVICE
    • ACADEMY
      • ONLINE TUTORIALS
      • WORKSHOPS
      • SEMINARS
  • COMPANY
    • TEAM
  • CAREER
    • JOBS
    • SOFTWARE ENGINEERING & IT
    • FINTECH CONSULTING
    • SALES & BUSINESS DEVELOPMENT
    • ADMINISTRATION, HR & RECRUITING
    • STUDENTS & YOUNG PROFESSIONALS
    • WORKING AT QPLIX
    • APPLICATION AND ONBOARDING
    • FREQUENTLY ASKED QUESTIONS
  • CONTACT
  • DEMO
  • English
    • Deutsch
  • Deutsch (German)
  • English
QPLIX