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.
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.
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.
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.
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.