Excel has been - and still is to this day - the trusted companion of family offices. It is familiar and seemingly sufficient.
November 12, 2025
Excel has been - and still is to this day - the trusted companion of family offices. It is familiar and seemingly sufficient.
From November 2025, KYC Spider data is available via the QPLIX Add-on Store.
A tailored and cost-efficient portfolio that combines professional capital market investment with a perfectly calibrated private equity allocation.
Anyone looking into QPLIX will inevitably come across the term “Single Source of Truth”. But what exactly does it mean?
“A robust PMS can offer transformative value to independent asset managers.”: An interview with Sener Arslan, Regional Director Switzerland
When Kai Linde co-founded QPLIX in 2012, he and his partners saw a massive opportunity to rethink how wealth is managed.
Seeing the inefficiencies that plagued traditional wealth management systems, QPLIX set out to redefine the landscape
The demands on a portfolio management system are diverse and constantly changing - so is the environment in which it is used.
2024 brings key changes for German wealth management: tax reforms, ESG integration, crypto regulations, data privacy, and fiduciary duty standards.
The investment will support the company's growth objectives and facilitate the implementation of its international expansion plans
Professionals from a family office will show how they create the link between long-term strategic investment planning and operational controlling
This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung"
QPLIX's 2024 analysis of 62k portfolios crowns Novo Nordisk the top stock. Investors blend US tech growth with reliable European dividend payers.
Why Germany is loosing trust in its own investors: How do Germans invest?
As the first in a planned series of many Add-ons, this release is an important step towards simplifying connections with all banks in the future.
Sener Arslan not only participated in EAM Day 2024 in Zurich, but was also interviewed by the organizer, Geneve-based publisher SPHERE
Streamlining trust management with centralized data, automation, and transparent reporting.
Customer Testimonial: GKK is not just a QPLIX customer. GKK Partners has evolved to a partner for the development of high-end solutions.
Liebherr’s treasury shares trade press articles on implementing QPLIX to manage global multi-asset portfolios across borders, currencies and structure
QPLIX recently discussed trends in #wealthreporting and wealth controlling for family offices that will shape our industry in the coming years.
Kai Linde, co-founder and co-CEO of QPLIX, was invited to discuss trends.
QPLIX and Windata partner to integrate konfipay add-on, enabling automated import of payment transactions via EBICS standard into QPLIX platform.
Capital magazine ranked top wealth managers using QPLIX. 108 firms with 54,000 accounts were analyzed. BV&P and Liqid won 5 stars for the 5th time.
QPLIX partners with Canoe Intelligence to use AI and machine learning for streamlining private equity fund workflows and data extraction processes.
Hybrid wealth management offers HNWIs the best of both worlds: QPLIX digital efficiency combined with personal expert advice.
SK Family Office uses QPLIX platform for transparent, disciplined wealth management, focusing on customized services and close client relationships.
QPLIX appoints Sener Arslan as Director Switzerland to drive sales growth among banks, wealth managers, and family offices in the Swiss market.
GKK PARTNERS uses QPLIX for forward-looking wealth controlling, enabling clients to model future scenarios and liquidity planning beyond traditional r
QPLIX partners with Institutional Trust Services (ITS) to enhance digital investment, accounting, and reporting services for institutional investors.
QPLIX integrates with FIXhub.net, enabling wealth managers to send securities orders directly to trading partners via the FIX protocol standard.
Institutional Trust Services implements QPLIX's SaaS solution to enhance investment administration and reporting services for institutional clients.
QPLIX, IVA & CAPITAL webinar analyzes 54,000 client portfolios, revealing how German asset managers responded to crises and trends from 2018 to 2023.
OWNLY partners with QPLIX to develop a streamlined asset management platform for independent advisors, combining easy UX with advanced backend feature
In this 6-minute video, you can find out what QPLIX does and who it does it for.
Philip Schäfer highlights digital order management benefits: automated processes, real-time validation, and portfolio lifecycle management efficiency.
Private banking transformation requires five waves: digital advisors, tech-enhanced relationships, open banking, data analytics, proactive innovation.
Learn more about modern digital asset management in the QPLIX & Kontora on-demand webinar.
QPLIX and IVA analyze 54,000 portfolios revealing top 20 German investor stocks, led by Allianz, BASF, and Microsoft, favoring dividends and US tech.
Reportify Analytics uses QPLIX as its core platform for wealth reporting and analysis, building a strategic partnership since 2015.
How do Germans invest? The Institut für Vermögensaufbau (IVA) and wealth management software provider QPLIX have investigated.
Kontora and QPLIX partnered to digitally manage €10B+ assets across all classes, improving efficiency, analytics, and client reporting in one system.
Learn how QPLIX manages alternative assets like private equity, real estate, and direct investments, creating transparency across complex portfolios.
QPLIX evolves as a leading wealth platform, adding order management, mobile apps, chat, and enhanced analytics for seamless client service.
We are thrilled to introduce the brand new QPLIX Wealth app.
Efficient wealth controlling: QPLIX ensures real-time transparency, tax compliance, and security for strategic decision-making.
QPLIX integrates ESG data for sustainable investing: Instant analysis and reporting for future-proof portfolios.
QPLIX joins SWIFT with its own BIC: Direct, automated data exchange with banks speeds up processes and saves costs for clients.
QPLIX partners with WTax: Maximize returns through seamless, outsourced recovery of foreign withholding tax using QPLIX data.
Deutsche Bank partners with QPLIX and acquires a stake. The platform powers Private Port for holistic, multi-asset wealth management.
With the latest update, QPLIX allows you to process EBICS transfers directly from the system.
Master VC investments with QPLIX: Manage direct holdings digitally and consolidate illiquid assets seamlessly into your total wealth view.
QPLIX empowers family offices to master complex wealth by consolidating all asset classes, automating workflows, and delivering digital reporting.
QPLIX joins SWIFT with its own BIC for direct bank connectivity and expands globally with full English language support.
QPLIX integrates GOIO for automatic transaction receipts. PDFs are directly linked to data, enabling efficient, paperless workflows.
To scale the construction of data interfaces, QPLIX introduced its own uniform transaction format: Q-JSON.
Trading automation streamlines order management, reduces errors, ensures compliance, and boosts efficiency for wealth managers to focus on strategic
