The second quarter of the year 2018 was packed with many exciting news, events and contacts for QPLIX. The most important ones at a glance:
New features for the QPLIX software
Within the last weeks we worked towards a more detailed inventory card. The advances help users to meet and implement requirements of the new investment tax regulations. In the QPLIX inventory card you can now easily and intuitively track the composition of individual positions and their effects on tax lots and reminders. Furthermore, the reporting tool was advanced: Thus, you can now create powerful transaction reports and flexibly add new content types, such as matrices and images, to freely configurable reports. Furthermore, users can now apply report themes, which add a modern design to the reports.
QPLIX website and new sample report
There are also a lot of new things to see on the QPLIX webpage: We for instance work on dedicated feature pages, which give you detailed insights into functionality and application contexts of the most important QPLIX features. In this regard, you can already read about wealth reporting in QPLIX (incl. screenshots and examples). Linked to this topic, we are more than happy to present you our new sample report. The report is available for download in the password-protected MY QPLIX-section of our webpage. It includes best practice reporting views, which have been developed in cooperation with large family office clients. Detail pages for further functionalities will follow shortly, we will keep you updated!
QPLIX client portal and new app version
We are also excited to give you first insights into a current project of ours: The QPLIX client portal. The digital client portal offers a simplified version of the QPLIX software and shows relevant digital views for wealth managers (e.g. overview of all clients and securities incl. KPIs) as well as for customers (interactive overview of the most important analyses and developments). The displayed views can be freely configured and can for instance include different types of charts, tables or individual KPIs. The portal can for instance help to continuously compare expectations, market and portfolio or support you in tracking thresholds and risk parameters. In addition, it includes a postbox, where you can deposit messages and reports. Therefore, the portal offers a straightforward interface for customer contact and communications.
Furthermore, a new version of the QPLIX app is now available for download via the app store and the play store. Besides general improvements and advances, it is now possible to include different types of charts in the app.
Please don’t hesitate to contact us, if you are interested in our further plans or in doing a project together or if you would simply like to catch up – We are always happy to hear 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.