Single and Multi-Family Offices trust in QPLIX when it comes to improving customer experience, automating business processes, and consolidating asset data from multiple sources. QPLIX delivers a digital Wealth Management Platform that provides secure web-based access to data and processes anytime, anywhere. The family office software is engineered to handle a full range of asset classes and complex legal entity structures. It optimally supports all internal and external roles involved in a family office to deliver precise results in a challenging and ever-changing family office environment. The concept behind the family office software enables your back- and front-office to work on one single platform with a consolidated, unified data basis. Your clients will love the digital experience created by appealing apps and web dashboards in your corporate branding. You will be able to deliver a highly personalized asset management service to each family member. By leveraging streamlined or even fully automated processes, your office will benefit from massive productivity gains in data input, accounting, controlling, analytics, and reporting. All that comes as a full-service: As your partner, we will care about the implementation, security, and operation of the QPLIX software and the education, onboarding, and continuous support of your staff.
All three QPLIX founders worked as investment professionals for a Single Family Office themselves and know the weaknesses of the daily processes in accounting, reporting, controlling and analytics like the back of their hands. Identifying and solving problems was the starting point for QPLIX.
QPLIX enables you to manage all different kinds of asset classes (liquid and illiquid) in one tool. The software provides a holistic view of the asset allocation and performance and enables you to compare different asset classes with a variety of metrics. In addition to securities, QPLIX handles real-estate, collectors items, and alternative investments such as private equity.
QPLIX provides a “Client Portal”, which enables investors to access a graphic overview of their assets. Via the dynamic functionality of the Client Portal, users are able to click through different dimensions and levels of their asset allocation. With the developed app extension a great amount of flexibility is added to the platform to stay up-to-date at any time and any place.
Create customized reports for all kinds of purposes and in your branding with just a click. QPLIX offers you a wide variety of report elements to configure your individual report templates. These reports can then be generated on the current data basis with just a click and for different recipients, languages and currencies.
Learn more about reporting with QPLIX
QPLIX makes it simple to act within complex (and changing) legal entity structures. The software enables you to manage an unlimited number of legal entities in complex and changing groups and to view various perspectives within this structure. Real time consolidation is provided on every level.
QPLIX automates most of your daily accounting tasks and improves your accounting quality by leveraging a rule-based accounting system. Also, it connects perfectly with external accounting software and includes a solution to keep your asset management in sync with any external system.
The software offers a solution for electronic document management. Transparency is established by deep linking of transactions and entries to corresponding parts of a document. Furthermore, the platform provides structure and assignment to a compatible hard copy filing system.
The analytics tool is designed to slice and dice your portfolio in all available dimensions. The platform makes incoming data instantly available to support your decision-making process and therefore enables you to discover real-time performance insights and to make faster and more efficient decisions.
Your team plays globally? We love it. QPLIX enables the tracking of every asset in local currency and its original time zone. The software offers a consolidation of the portfolio in the currency of your choice and shows the split between asset related valuation changes and fx effects on a daily basis.
On the QPLIX platform, you can define your own alarms and thresholds on the basis of more than 200 available metrics and any property. Furthermore, the system enables you to establish a linked notification system, such that selected users are notified once thresholds are surpassed.