One Platform.
All Features.
Modern wealth management requires transparency, security, and excellent service. To find all three in one solution is difficult. This is why we created QPLIX: technology that elevates your operations by uniting core wealth management features in a single source of truth. Convince yourself!
One Platform.
All You Need.
QPLIX streamlines and automates the majority of your accounting and tax reporting activities, enhancing their accuracy with our advanced rule-based system.
Our platform automates routine tasks and secures better financial outcomes for your clients. Discover the future of wealth management with QPLIX's state-of-the-art AI technology - all without third parties ever touching your data.
With two Client Portals and a mobile App, you can deliver ready-made stories at the push of a button or create bespoke solutions to impress even your most demanding clients.
Unlock the power of our cutting-edge reporting tools with current and consistent data, featuring near-real-time asset information in multiple languages and currencies.
At QPLIX, our automated Trading and Rebalancing solutions deliver two core benefits: efficiency and process integrity. Instantly enhance your ordering process with our seamless, ready-to-use technology.
We continuously work on our software to evolve and expand it beyond your needs. Each year, we release around 25 new versions of QPLIX, which contain features we developed in close contact with our clients. By choosing QPLIX, you choose a solution that continues to grow with you.
One For All.
All For Excellence.
For every...
Investment Team
QPLIX not only ensures all data is consolidated on one platform, but enables real-time analyses of your portfolios from any perspective imaginary.
Extensive performance and risk metrics, accompanied by broad benchmarking options allow for sound, yet fast investment decisions.
Individual investment guidelines and depreciation thresholds ensure compliance with client and regulatory interests at the same time.
With its integrated trading and rebalancing engine, investment teams may execute their decisions directly and manage an entire portfolio lifecycle.
And every...
Relationship Manager
Supplemented by intuitive, AI-supported document management, it is easy to create a complete register of your clients. Direct communication channels within the software, guaranteed by comment and tagging functionalities, are time-saving and simplify cross-department collaboration.
By setting up customisable notifications and maintaining the contact log, relationship managers stay up to date even when away from their desk.
As well as for...
Backoffice and Accounting
Its integrated accounting is highly flexible and can be adjusted to the needs and specification of any country. Automatically activated from the start, it provides transparent access to financial statements of natural and legal entities.
Alongside, customisable tax and audit reportings are available any time and improve internal and external communications. Multiple export formats ensure seamless integration of QPLIX data into other accounting software.
And surely for....
Your Clients
These products serve as interactive, constantly up-to-date reporting options, in addition to classic print formats.
Any reporting tool in QPLIX is flexible and can be tailored to the individual needs of each client, from structure to content types and branding.
With different white labeling solutions, you may even service your customers entirely without QPLIX being visible.
