As an innovation partner, QPLIX supports banks in digitally transforming their wealth business. With our technology and expertise, we help you improve agility, efficiency, and customer centricity. QPLIX private banking software opens up a universe of opportunities. Expand your business with your most valuable clients by controlling their entire wealth - including liquid, illiquid, and alternative investments and assets in other banks . Scale your business and provide a modern customer experience that meets the highest standards. With QPLIX, industry leaders like Deutsche Bank take wealth management to the next level.
- 360° overview of all asset classes
- Bankable and non-bankable securities
- High-quality data from numerous feeds
- Full control of complex portfolios
- Data-driven investment decisions
- Automated workflows for increased efficiency
- Modern and digital customer experience
- Accessible anytime and anywhere
- Modern reports, apps and dashboards
- Ordering and payment
Digitally enhanced experience
With QPLIX private banking software, you can offer your clients personal wealth apps and digital experience. However, private banking will always be a people-driven business. So QPLIX enables a hybrid approach combining technology and human expertise. Your relationship managers get all they need to serve their clients in a personalised manner, over any channel.
As portfolio management software, our digital platform brings everything together: Accounts and custody accounts of all banks, all investments, investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex - you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve the investment strategy, offer suitable products and increase the share of wallet.
More Flexibility and Efficiency
QPLIX improves collaboration with your clients, within your team and with external service providers. Everyone works on one and the same platform, always with consistent data, regardless of location and with the highest level of security. This way, our private banking software fits seamlessly into modern workplace concepts. At the same time, process automation lifts efficiency and brings enormous scaling potential.
Your technology partner
QPLIX is more than a software provider. We see ourselves as a partner who accompanies you with profound, practical expertise during the digital transformation and ensures that all aspects of your business remain up to date. We employ roughly the same number of software and financial experts to help you get the most out of QPLIX. You can always rely on their support, proactive advice, and discretion. Together, we’ll turn your office into a highly modern, data-driven business.
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