The first quarter of 2019 already brought many exciting innovations, events and contacts for QPLIX. An overview:
Innovations for the QPLIX software
In the last quarter, the QPLIX software was enhanced with useful and exciting features in many areas: For example, the transaction analytics section was greatly expanded in order to enable comprehensive analyses also at transaction level and to offer flexibility. In addition, a tool has been developed to support you in tracking your assets under management system-wide (independent of asset holders or groups of asset holders) and the reporting tool has been supplemented with some efficiency-enhancing functions (e.g. exclusion of individual elements when generating a report). System-wide user groups were introduced to ensure efficient assignment of rights in large teams. In addition, “Best Practice” standard views for the digital customer portal were designed in the last quarter, which are now to be widely used by many QPLIX users. A wide range of individual views can of course also be provided – simply contact us if you are interested. Finally, the range of data interfaces, e.g. to custodian banks, has been greatly expanded in recent months. We can also provide you with more detailed information on request.
Of course, this is just a short summary of all modifications and innovations of the past quarter. For more details we recommend our release notes collection, which can be found in the MY QPLIX-section of our website.
Foundation of the QPLIX Academy
We are especially pleased about the new foundation of the QPLIX Academy in this quarter. The QPLIX Academy offers one-day or multi-day trainings that impart extensive knowledge in dealing with QPLIX. The training packages are ideal for new colleagues, but also for those who want to refresh their knowledge or who have a new project on their doorstep. In the password-protected MY QPLIX area of the website, QPLIX users already have access to the Academy’s specific course offerings (including the corresponding course brochures) – access can be requested by telephone or via our contact form. Individual training courses that are not included in the course schedule of the predefined training courses can also be requested with an appropriate lead time. You can find more information about the Academy and its courses here.
Do not hesitate to call us if you are interested in our further plans, if you are interested in a joint project or if you just want to exchange ideas. We always look forward to hearing from you!
About the QPLIX GmbH
QPLIX offers a web-based software-as-a-service (SaaS) solution for wealth management. The QPLIX platform enables users to manage a multitude of asset classes and to map complex wealth structures. It is utilized by family offices, multi family offices, wealth managers and other customer segments from the financial sector. The combination of agile development and financial expertise makes QPLIX the technology leader in the industry.