The year 2019 brought many exciting innovations, events and projects for QPLIX and the QPLIX software developed significantly in many ways:

Innovations for the QPLIX software

The introduction of target allocations enables Next Level Benchmarking evaluations, which can be flexibly allocated to individual or multiple asset holders. More diverse and flexible evaluations are also possible in the area of transaction analyses. In addition, a large number of active data interfaces are now available and, through the introduction and automation of connectors, this data can be retrieved in the system with a minimum of manual effort. In addition, many measures were taken last year to enable multi-currency evaluations to be configured and evaluated flexibly in a wide variety of constellations.

Strong use of the training offer and online helpdesk

In order to get to know these innovations, but also general connections and features in the system better, to give new colleagues a good introduction to the software or also to gain the relevant previous knowledge before a new project (e.g. creation of a new report), the QPLIX Academy was founded at the beginning of the year. As part of the training programme, 62 training days were held in 2019 with a wide variety of user groups. In addition to the training offer, the online helpdesk has also been extensively revised and supplemented to provide you with a good guide to the most relevant topics and processes.

Exciting portal-based projects and RoboAdvisory

The digital customer portal was also significantly enhanced, so that a large number of new display formats are now available. Many exciting individual customer projects have been carried out on the basis of the portal, such as the digital relaunch of the R&P VA card or exciting projects in cooperation with well-known RoboAdvisorys.

German application language

From now on your QPLIX system is also available in German language. The “Application Language” can be changed to German in the user administration user-specific (optional). This causes the user interface (i.e. all menus, description texts etc.) to be displayed in German. This means that all work processes in daily business (e.g. transaction recording, evaluations or report generation) are now completely possible in German.

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.