The third quarter of 2019 brought many exciting innovations, events and contacts for QPLIX. An overview:
Innovations for the QPLIX software
In the last quarter the QPLIX software was extended with useful and exciting functions in many areas: For example, the concept of target allocations was expanded, which can also be used to create performance attribution evaluations and Next Level Benchmarking analyses. In addition, the software now offers a tool for better tracking and recalculating performance indicators and their underlying time series. Various measures have also been taken to ensure even more efficient and user-friendly transaction recording, and all transactions and metrics offered have been provided with helpful descriptions and tips. Finally, our range of data interfaces, e.g. to custodian banks, has been expanded again in recent months. Of course, these aspects are only an excerpt from the innovations of the last quarter – details on everything else (including new reporting and accounting functions and various best practice solutions) can be found in our Release Notes collection in the MY QPLIX section of the website.
In August, QPLIX certified two long-standing and experienced users of QPLIX as partners: WTS Steuerberatungsgesellschaft and Rödl & Partner Wirtschaftsprüfungsgesellschaft / Steuerberatungsgesellschaft. On behalf of QPLIX, the certified employees can now assume central functions in best practice solutions. QPLIX’s Best Practice solutions were developed for customers who do not require an individually adapted environment and can start using this solution after only a short time.
The digital client portal again provided for a wide range of exciting projects in this quarter: For example, the digital “VVAusweis” based on portal technology was relaunched and presented at the Transparent Bull Awards. In another project, the portal became a “virtual office” including all relevant documents for asset holders. In addition, there were many other exciting cases based on the portal – please contact us to find out more.
QPLIX also recorded impressive growth in the last quarter. In this context, we have opened an office in Berlin, from which a part of the QPLIX team will advance the topic of Client Solutions in the future.
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.