The third quarter of 2020 brought many exciting innovations, events and projects for QPLIX and the QPLIX software developed significantly in many ways:

QPLIX during Covid-19

After a few weeks in the home office, the QPLIX team returned to the office towards the end of the second quarter. However, in order to continue to observe distance regulations and to protect employees, the team is currently divided into two groups that alternate in the office. QPLIX continues to show itself to be an attractive employer – in the third quarter of 2020 alone the QPLIX team was strengthened with more than 15 new colleagues, such that the team is now larger than 60 team members in total.

Comprehensive new edition of the QPLIX online manual

The QPLIX Q manual was completely revised in the first half of the year. Since the beginning of the third quarter of 2020, all users have access to a detailed online manual that can be accessed directly from the software. In the manual, users can see explanations for each individual view and all settings that can be made within the software. In addition, all asset classes that can be mapped in QPLIX are described and explained there, from investments to the transactions and evaluation metrics (key performance indicators) relevant to them. The manual is completed by tutorials that provide step-by-step instructions and further information on the individual areas and activities in the system. All innovations resulting from the continuously ongoing development of the software are directly reflected here, so that the QPLIX Q manual is always up to date.

Innovations in the QPLIX software

In the last quarter, some exciting new software features were again implemented. For example, many new features were integrated in the bond asset class, both in terms of analysis options and presentation in reports. The data supply for prices and accrued interest can now be provided by different data providers. Furthermore, new common properties have been provided to perform the risk analysis of bonds in even greater detail. New features have also been implemented for FX swaps, which raise the quality of risk management to a new level. Finally, reporting has also been further developed in many areas. In addition to the colored visualization of individual columns and cells and the integration of icons for displaying values, the possibility of multi-language reports now makes it possible to generate reports in several languages with only a click. Of course, these aspects are only an excerpt of last quarter’s innovations – details of 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 or directly in the QPLIX Q manual.

Remote software trainings and workshops

The Academy team is increasingly focusing its training offerings on formats that can be conducted remotely. Several workshops and seminars are therefore planned for the fourth quarter to familiarize both new software users and experienced users with the innovations in the system. With these open workshops and seminars, we want to create an opportunity for our customers not only to learn how to use the software, but also to exchange information and benefit from each other’s experience.

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.