We Work with the Best.

Are you one of them?

"In my view, it borders on negligence to manage assets in the hundreds of millions or billions with Excel."
Franz Angermann, Managing Partner, OHM Capital
"We use QPLIX in particular to give our clients a glimpse into the future. Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models."
Rainer Kröll, Founding Partner, GKK Partners
"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients."
Florian Hoffman, Chief Operational Officer, Kontora
We are the trusted solution partner of family offices since
“Coming from a family office, my co-founders, Philipp and Matthias, and I faced the same challenges that still drive clients to choose QPLIX today.”
2012
2012
was the creation of the trusted solution for family offices.
“Coming from a family office, my co-founders, Philipp and Matthias, and I faced the same challenges that still drive clients to choose QPLIX today.”
25+
Asset classes to reflect even the most complex portfolios.
“Those who approach each asset class with an overly rigid framework are unlikely to succeed in the long run.”

One Platform. 

Countless Ways to Enhance Your Business.

At QPLIX, we understand family offices because we started in one.
Transparent

Precise asset management and transparent wealth controlling do more than keep portfolios in shape. They provide clarity and continuity, ensuring that wealth is not only well cared for today, but always ready for the next generation. With a clean, well-structured view of assets, generational transitions become a natural evolution, preserving value, intent and trust across decades.

Unique approach

Our guiding principle is simple: when you have seen one family office, you have seen one family office.
No two families are alike, and neither are their needs. QPLIX is built to reflect their individuality while delivering an efficient, holistic solution. Our platform adapts to the specific requirements of each family office, unifying all assets, entities and perspectives within one powerful system, all without sacrificing control, transparency or scalability.

Complexity made clear

For family offices, managing wealth means managing complexity. QPLIX enables you to manage private equity, real assets and other long-term investments with the same level of control, transparency and security as listed securities. Fully integrated, consistently structured and designed for long-term stewardship.

Trusted partners

In family offices, decisions are rarely made in isolation and never without trust. QPLIX makes near-real-time performance data available through intuitive dashboards, giving families continuous access to reliable insights. With data drawn from comprehensive, trusted sources, the platform supports well-informed decisions and open, informed exchange.

Security first

In a world of increasing uncertainty, families must know their data is secure. QPLIX ensures the highest standards of cyber security, data sovereignty and access control. Granular permissions and robust safeguards give families full control over who sees what, when. Thus, we are protecting sensitive information while enabling collaboration and informed decision-making.

One Platform. 

Countless Ways to Enhance Your Business.

At QPLIX, we understand family offices because we started in one.
Transparent

Precise asset management and transparent wealth controlling do more than keep portfolios in shape. They provide clarity and continuity, ensuring that wealth is not only well cared for today, but always ready for the next generation. With a clean, well-structured view of assets, generational transitions become a natural evolution, preserving value, intent and trust across decades.

Unique approach

Our guiding principle is simple: when you have seen one family office, you have seen one family office.
No two families are alike, and neither are their needs. QPLIX is built to reflect their individuality while delivering an efficient, holistic solution. Our platform adapts to the specific requirements of each family office, unifying all assets, entities and perspectives within one powerful system, all without sacrificing control, transparency or scalability.

Complexity made clear

For family offices, managing wealth means managing complexity. QPLIX enables you to manage private equity, real assets and other long-term investments with the same level of control, transparency and security as listed securities. Fully integrated, consistently structured and designed for long-term stewardship.

Trusted partners

In family offices, decisions are rarely made in isolation and never without trust. QPLIX makes near-real-time performance data available through intuitive dashboards, giving families continuous access to reliable insights. With data drawn from comprehensive, trusted sources, the platform supports well-informed decisions and open, informed exchange.

Security first

In a world of increasing uncertainty, families must know their data is secure. QPLIX ensures the highest standards of cyber security, data sovereignty and access control. Granular permissions and robust safeguards give families full control over who sees what, when. Thus, we are protecting sensitive information while enabling collaboration and informed decision-making.

"Partnering with QPLIX has enabled LIQID to deliver world-class investment solutions to our clients. Their scalable software has streamlined core processes like order management, reporting, and analysis, allowing us to focus on best-in-class asset management."
Johannes Gamroth, Managing Director, Liqid
“We want to show our clients that independence can – and must – be lived technologically. With QPLIX, we have the tool that gives us all the freedom we need.”
Marina Mair, Member of the Management Board at BV & P Vermögen AG
"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
Alexander Etterer, Managing Director, Reportify
1000s
of end customers can be handled easily and at scale.
“The quality and quantity of available data are more critical than ever. With QPLIX, we can grow without having to compromise in this area.”
2012
was the creation of the trusted solution for family offices.
“Coming from a family office, my co-founders, Philipp and Matthias, and I faced the same challenges that still drive clients to choose QPLIX today.”
One
single source of truth for investment management, trading operations and CRM.
“We need technology that does more than visualise - it must actively support us: in portfolio management, strategy compliance, and reporting."

One Platform. 

Countless Ways to Enhance Your Business.

Your clients expect excellent service. With us, you can do so, too.
Based on Facts

You require factsheets that speak your investment language. With QPLIX, you create fully customisable PDF factsheets for funds and model portfolios. Layout, content and texts can be composed individually, ensuring consistent, high-quality output that aligns with each investment approach and brand.

Digital at your side

Bring client communication where your clients already are. QPLIX integrates a digital postbox into modern client applications, ensuring that documents, messages and updates are delivered reliably, securely and in line with regulatory requirements.

Ready for your needs

Complex financial products are becoming the future standard. Find a solution that is ready today. QPLIX provides the flexibility required to represent and manage illiquid investments, including private equity, ELTIFs and infrastructure, alongside your traditional publicly traded assets. All within one consistent platform.

Real time insights

Know your clients. Know their investments. QPLIX brings CRM capabilities and investment data into one central platform, combining tasks, appointments, interactions and contract details with real-time portfolio insights.

Concistent Transperancy

Regulatory reporting, met with confidence. QPLIX supports asset managers in fulfilling regulatory and internal reporting requirements, from MiFID II and AIFMD reporting to ESG transparency, efficiently and consistently.

From strategy to execution

QPLIX supports asset managers in implementing trading decisions, rebalancing portfolios and executing active and passive strategies, all while maintaining full oversight and operational efficiency.

One Platform. 

Countless Ways to Enhance Your Business.

Your clients expect excellent service. With us, you can do so, too.
Based on Facts

You require factsheets that speak your investment language. With QPLIX, you create fully customisable PDF factsheets for funds and model portfolios. Layout, content and texts can be composed individually, ensuring consistent, high-quality output that aligns with each investment approach and brand.

Digital at your side

Bring client communication where your clients already are. QPLIX integrates a digital postbox into modern client applications, ensuring that documents, messages and updates are delivered reliably, securely and in line with regulatory requirements.

Ready for your needs

Complex financial products are becoming the future standard. Find a solution that is ready today. QPLIX provides the flexibility required to represent and manage illiquid investments, including private equity, ELTIFs and infrastructure, alongside your traditional publicly traded assets. All within one consistent platform.

Real time insights

Know your clients. Know their investments. QPLIX brings CRM capabilities and investment data into one central platform, combining tasks, appointments, interactions and contract details with real-time portfolio insights.

Concistent Transperancy

Regulatory reporting, met with confidence. QPLIX supports asset managers in fulfilling regulatory and internal reporting requirements, from MiFID II and AIFMD reporting to ESG transparency, efficiently and consistently.

From strategy to execution

QPLIX supports asset managers in implementing trading decisions, rebalancing portfolios and executing active and passive strategies, all while maintaining full oversight and operational efficiency.

Deutsche Bank
"With Private Port powered by QPLIX, we offer independent asset managers an innovative and powerful portfolio management system as part of our custodian bank offering. Our system is the ideal basis for simple multi-bank consolidation for our clients who also act as family offices or contact partners for their clients in all situations."
Katja Kühn, Managing Director, Deutsche Bank
Four
dashboards for extraordinary client experience.
“With comprehensive asset mapping, we are meeting a need of our top clients and strengthening our market leadership in Germany.”

One Platform. 

Countless Ways to Enhance Your Business.

Growth that scales, service that excels.
Optimizing Workflows

Scale your business as your client base grows. QPLIX allows banks to optimise workflows and handle increasing client volumes with ease, cutting costs while maintaining service quality.

Smooth transition

Transform your operations, confidently. QPLIX provides a structured onboarding plan, defined milestones and comprehensive team training, making the transition from legacy systems predictable, efficient and risk-free.

Real-time Markets

Monitor, analyse and act, across public and private markets. For public and private markets, QPLIX provides comprehensive analysis of asset allocation and exposures. Near real-time data enables early identification of risks and opportunities, while integrated trading allows immediate implementation of investment decisions.

Made for your needs

Individual solutions. Scalable delivery. Flexible dashboards and a digital postbox let banks communicate seamlessly with clients. Fully whitelabeled, they maintain brand consistency and a personal touch.

One Platform. 

Countless Ways to Enhance Your Business.

Growth that scales, service that excels.
Optimizing Workflows

Scale your business as your client base grows. QPLIX allows banks to optimise workflows and handle increasing client volumes with ease, cutting costs while maintaining service quality.

Smooth transition

Transform your operations, confidently. QPLIX provides a structured onboarding plan, defined milestones and comprehensive team training, making the transition from legacy systems predictable, efficient and risk-free.

Real-time Markets

Monitor, analyse and act, across public and private markets. For public and private markets, QPLIX provides comprehensive analysis of asset allocation and exposures. Near real-time data enables early identification of risks and opportunities, while integrated trading allows immediate implementation of investment decisions.

Made for your needs

Individual solutions. Scalable delivery. Flexible dashboards and a digital postbox let banks communicate seamlessly with clients. Fully whitelabeled, they maintain brand consistency and a personal touch.

ITS Trust
"We are now able to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and also enables a seemless online experience across desktop and mobile devices."
Quintin Van Wijk, Director, ITS Trust
20%
increase in operational efficiency by reducing manual workload.
"With QPLIX all data and documents are made available digitally in a single system for seamless, paperless processes. This further increases our operational efficiency and enables us to deliver better services to our customers.”

One Platform. 

Countless Ways to Enhance Your Business.

Our pledge for smart, secure and scalable treasury management.
Scale what matters

Streamlined operations for scalable treasury. QPLIX automates data consolidation, accounting, controlling and reporting, freeing your team to focus on strategic asset management, client relations and efficient collaboration with external advisors.

The Central Hub

One platform for total oversight. QPLIX serves as the central hub for liquid and illiquid assets, offering full portfolio transparency. Cash, fixed income, derivatives, private equity, real estate and more are all operated seamlessly, with integrated lease management for complete control.

Made for your pace

Real-time insights for decision-makers. QPLIX delivers treasury insights through intuitive dashboards and real-time reports. Define custom alarms across 350+ metrics and asset types, keeping stakeholders informed and in control at all times.

A secure System

Security that treasuries trust. QPLIX protects sensitive financial information with advanced encryption, strict authentication, and private, certified servers. Thus, we are reducing your IT workload while ensuring full protection and confidentiality.

One Platform. 

Countless Ways to Enhance Your Business.

Our pledge for smart, secure and scalable treasury management.
Scale what matters

Streamlined operations for scalable treasury. QPLIX automates data consolidation, accounting, controlling and reporting, freeing your team to focus on strategic asset management, client relations and efficient collaboration with external advisors.

The Central Hub

One platform for total oversight. QPLIX serves as the central hub for liquid and illiquid assets, offering full portfolio transparency. Cash, fixed income, derivatives, private equity, real estate and more are all operated seamlessly, with integrated lease management for complete control.

Made for your pace

Real-time insights for decision-makers. QPLIX delivers treasury insights through intuitive dashboards and real-time reports. Define custom alarms across 350+ metrics and asset types, keeping stakeholders informed and in control at all times.

A secure System

Security that treasuries trust. QPLIX protects sensitive financial information with advanced encryption, strict authentication, and private, certified servers. Thus, we are reducing your IT workload while ensuring full protection and confidentiality.

Caritas Foundation
"Our demands are very specific: we manage the assets of the Deutscher Caritasverband e.V. and its foundations. The seamless integration of our transaction data into SAP was particularly important to us. QPLIX was the only system that was not only able to consolidate all of our data, but also develop a customised feature for our requirements. Despite the complexity of the project, we felt well advised right from the start. The result: a customised solution from which we as Caritas and QPLIX will benefit in the long term."
Dietmar Bühler, Foundation Director, Caritas Foundation
>100
interfaces, to banks, accounting software and more.
"The seamless integration of our transaction data into SAP was particularly important to us.”

One Platform. 

Countless Ways to Enhance Your Business.

Your mission. Your assets. Fully aligned with QPLIX.
The same mission

Long-term growth, aligned with your mission. QPLIX helps foundations generate sustainable returns while preserving capital. By aligning investments with your purpose, the platform ensures that your assets support both your long-term financial goals and your mission-driven initiatives.

Balanced portfolios, build for stability

With QPLIX, foundations can diversify across asset classes, geographies and instruments, reducing risk while identifying opportunities. The platform provides tools to monitor exposures and anticipate market shifts, keeping your portfolio resilient in all conditions.

Reporting made for you

Transparent, auditable reporting at your fingertips. QPLIX provides foundations with clear, real-time insights into their investments. Automated, regulatory-compliant reports and audit trails make it easy to demonstrate accountability to boards, trustees and regulators, while freeing your team from routine administrative work.

Made with values

Invest responsibly, your values in scope. QPLIX integrates ESG criteria directly into your investment process, allowing foundations to invest in line with their ethical, social, and environmental principles. Transparent ESG reporting ensures your mission-driven investments can be tracked and communicated with confidence.

One Platform. 

Countless Ways to Enhance Your Business.

Your mission. Your assets. Fully aligned with QPLIX.
The same mission

Long-term growth, aligned with your mission. QPLIX helps foundations generate sustainable returns while preserving capital. By aligning investments with your purpose, the platform ensures that your assets support both your long-term financial goals and your mission-driven initiatives.

Balanced portfolios, build for stability

With QPLIX, foundations can diversify across asset classes, geographies and instruments, reducing risk while identifying opportunities. The platform provides tools to monitor exposures and anticipate market shifts, keeping your portfolio resilient in all conditions.

Reporting made for you

Transparent, auditable reporting at your fingertips. QPLIX provides foundations with clear, real-time insights into their investments. Automated, regulatory-compliant reports and audit trails make it easy to demonstrate accountability to boards, trustees and regulators, while freeing your team from routine administrative work.

Made with values

Invest responsibly, your values in scope. QPLIX integrates ESG criteria directly into your investment process, allowing foundations to invest in line with their ethical, social, and environmental principles. Transparent ESG reporting ensures your mission-driven investments can be tracked and communicated with confidence.

You are only 5 steps away from mastering wealth management.

1
In a personal call with our experts, we define your personal QPLIX environment, fitted to your individual needs.
2
To ensure a smooth realization, you will meet your onboarding team for an initial workshop. Throughout the onboarding, they are your trusted advisor each step of the way.
3
Together, we will migrate data from your legacy systems, define first analyses and reports and set up your end-user interfaces.
4
As part of the onboarding, we are continuously coaching you and your teams to become QPLIX experts. We empower you to work autonomously, being able to make the best decisions anytime.
5
Even after the onboarding has been completed, your client success team remains your trusted advisor. We are always at your side an empower you to work autonomously, being able to make the best decisions anytime.