Munich, 8th of March 2018 – In the context of the transparent bull awards, the QPLIX GmbH – as a software company – was awarded for the transparent mapping possibilities of wealth management processes within the QPLIX software.
On Thursday, the 8th of March 2018, the honor of the “transparent bull” was firstly awarded for transparent information and communication politics in the wealth management sector. The event was located in the Bavarian stock exchange. The award show was organized by the FinanzenVerlag and was based on the “R&P VVAusweis”, a quality assurance process regarding the communication of wealth management services, which was established by Rödl & Partner. The goal of both, the “R&P VVAusweis” and the award show, is to increase transparency in the wealth management sector and make the services of wealth managers more palpable for investors. This point of view helps the investor to make more substantiated decisions, especially regarding the objective judgement of wealth management services. Among the guests were prestigious representers from the industry.
Alexander Etterer, partner at Rödl & Partner, has been applying the QPLIX software in his business segment “Wealth, Rirsk & Compliance” as a central reporting tool since 2016, in order to create individual, consolidated wealth reportings for his high net worth clients. For him, the QPLIX software represents the ideal instrument to establish more transparency, comprehension and perspective in wealth management processes: “By using the QPLIX software, we can holistically manage and map portfolios and strategies. The reporting system offers many different analyses and metrics, which can be applied for all asset classes and sub-categories down to individual asset level. Therefore, the reporting software is a central instrument in order to create a comprehensive, transparent and consolidated overview of liquid as well as illiquid investments for our clients with all kinds of different requirement structures.”
“We are more than happy, that we – as a software company – were awarded with the transparent bull”, says Philipp Pötzl, founder of the QPLIX GmbH. “We believe, that the event as well as the “R&P VVAusweis” are both great instruments to establish complete transparency and a high quality level in wealth management.”
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.