One Platform.
All Features.
Modern wealthmanagement requires precise control of complex data, uncompromising securitystandards, and consistent service across every touchpoint. Yet finding asolution that truly unites all these demands can feel out of reach.
We understand this challenge. We faced it ourselves. That is why we created QPLIX: a technologydesigned to elevate your operations rather than slow them down. Explore thecore features brought together in your new Single Source of Truth. Wealth and asset managers, banks, and insurance companies all face the challenge of digital transformation. To stand out, they need to offer a smooth customer experience across digital channels while handling complex regulations and data security.
You only need one platform to have it all.
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.
With our Client Portal and 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.
Investment Team
Backoffice / Accounting
Relationship Manager
Your Clients
One For All.
All For Excellence.
Investment Team
Superior investment decisions require full data accuracy and transparency. 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 extensive 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.
Backoffice / Accounting
With a broad range of bank and market data feeds, accompanied by immediate reconciliation, QPLIX automizes numerous backoffice functions for you to focus on higher-value tasks. 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, customizable 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.
Relationship Manager
Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material.
Supplemented by intuitive 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 customizable notifications, relationship managers stay up to date even when away from their desk.
Beneficial Owner / Your Clients
Focused on results, your clients need convenient, yet expressive solutions. Convince them with various QPLIX interfaces, such as our web portal, a tablet and mobile app.
These serve as interactive, constantly up-to-date reporting options, in addition to classic print formats.
Any reporting tool in QPLIX is highly 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.
