A Glimpse into the Future: Discover your Product.

Product Impressions
Client Voices
Features
Webinars
Inside QPLIX

Order Management System

At QPLIX, our automated Trading and Rebalancing solutions deliver two core benefits: efficiency and process integrity. Instantly enhance your ordering process with our seamless, ready-to-use technology.

Document Management System

Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material. Supplemented by intuitive, AI-supported document management, it is easy to create a complete register of your clients.

Client Relationship Management

Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material. By setting up customizable notifications, relationship managers stay up to date even when away from their desk. Focused on results, your clients need convenient, yet expressive solutions. Convince them with various QPLIX interfaces, such as our web portal, a tablet and mobile app.

Portfolio Management System

Superior investment decisions require full data accuracy and transparency. QPLIX not only ensures all data is consolidated on one platform but enables real-time analyses of your portfolios from any perspective imaginary. Extensive performance and risk metrics, accompanied by extensive benchmarking options allow for sound, yet fast investment decisions. Individual investment guidelines and depreciation thresholds ensure compliance with client and regulatory interests at the same time.

Japan

Japan is an island country of East Asia in the northwest Pacific Ocean.

New Zealand

New Zealand is an island country in the southwestern Pacific Ocean.

India

India, officially the Republic of India, is a country in South Asia.

switzerland

Switzerland is a mountainous Central European country, home to numerous lakes, villages and the high peaks of the Alps.

Italy

Italy, a European country with a long Mediterranean coastline, has left a powerful mark on Western culture and cuisine.

‍OHM Capital x QPLIX GmbH

"It borders on negligence to manage assets in the hundreds of millions or billions with Excel" - that was nearly the first thing Franz Angermann, Founding Partner of OHM Capital said when asked about why they chose QPLIX to manage their families' wealth. It was this belief that opened doors for a partnership of now eight years and counting. To honor this milestone, OHM and QPLIX produced a film diving into the details of successful wealth management.

GKK Partners x QPLIX GmbH

"The best get better with QPLIX". This sums up why GKK chose QPLIX as their software solution partner.

Their clients need a glimpse into the future and are not just looking for a reporting tool, but a technology that enables them to implement their business models.

This means: no retrospective confirmation of data, but a strategic tool for future planning.

Discover how this partnership continues to shape the platform.

Kontora x QPLIX GmbH

From QPLIX customer to QPLIX partner: The relationship between multi-family office Kontora and QPLIX has evolved from a client-supplier relationship to a strategic partnership.

In this video, COO Florian Hoffmann explains how Kontora has significantly increased the operational efficiency of its multi-family office by digitally managing all asset types on one single platform that is QPLIX.

Co-CEO Kai Linde explains how QPLIX is growing every day by providing its clients with the best technological solutions for their specific challenges.

Get inspired by this combination of professional expertise and technology that plays a decisive role in modern wealth management.

Japan

Japan is an island country of East Asia in the northwest Pacific Ocean.

New Zealand

New Zealand is an island country in the southwestern Pacific Ocean.

India

India, officially the Republic of India, is a country in South Asia.

switzerland

Switzerland is a mountainous Central European country, home to numerous lakes, villages and the high peaks of the Alps.

Italy

Italy, a European country with a long Mediterranean coastline, has left a powerful mark on Western culture and cuisine.

QPLIX Neo Portal: The Future of Portfolio Management

Step into the future of client relationship management with Neo, the next generation dashboard designed and powered by QPLIX, your platform to master wealth management.Developed in close collaboration with our clients, Neo offers a fast, precise, and high-quality journey. With its intuitive structure, accurate data and high performance, it is the perfect fit for banks, asset managers and family offices alike.

Smart value beyond the hype: QPLIX Document AI Processing

With version 300, QPLIX launches its first AI-based feature, Document AI Processing (DAP). We are building on our transaction dialog a tool that reads any uploaded or imported PDF, then uses our domain-tuned large-language model to understand the transaction in context, and pre-populates every field - all without any third-party ever touching client documents. Filippo Maria Cardano, Product owner of the QPLIX Data Intelligence Team, explains what clients gain from this innovation.

QPLIX: Your Software to Master Wealth Management

Managing wealth today is becoming more challenging due to the complexity of portfolios, fast-paced environments and need to meet the client's expectations. In this video, you will learn how QPLIX tackles these matters with its state-of-the-art wealth management software, teams of dedicated and smart professionals, and innovation-driven corporate culture.

Japan

Japan is an island country of East Asia in the northwest Pacific Ocean.

New Zealand

New Zealand is an island country in the southwestern Pacific Ocean.

India

India, officially the Republic of India, is a country in South Asia.

switzerland

Switzerland is a mountainous Central European country, home to numerous lakes, villages and the high peaks of the Alps.

Italy

Italy, a European country with a long Mediterranean coastline, has left a powerful mark on Western culture and cuisine.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2025

In 2024, wealth managers in Germany pursued a return-oriented yet carefully risk-aware portfolio strategy. The allocation shows a clear direction: short durations in the fixed-income segment, a strong focus on U.S. equities, and lower cash quotas. These are just some of the insights from the new Trendmonitor Vermögensverwaltung 2025, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 61.000 real client portfolios from 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA) and Benedikt Hoechner (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.

From Strategy to Performance: QPLIX x SKFO

SK Family Office GmbH provides two services: asset strategy and asset controlling. The QPLIX wealth management platform forms the technological backbone. In this webinar, both parties explore how the software guarantees that SKFO clients can always rely on the agreed investment strategies not only being written down, but also consistently implemented and monitored in day-to-day operations.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2024

In 2023, German capital is increasingly invested abroad, with a strong preference for the US "Magnificent Seven". These are just some of the insights from the new Trendmonitor Vermögensverwaltung 2024, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 62.000 real client portfolios from over 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA) and Sebastian Deck (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2023

How do Germans invest? What are the top 20 stocks in our allocations? How do external crises such as Corona pandemic and war in Ukraine affect our investments? These are just some of the topics covered in the new Trendmonitor Vermögensverwaltung 2023, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 62.000 real client portfolios from over 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA), Nadine Oberhuber (Capital) and Sebastian Deck (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.

Managing Complex Portfolios Digitally: QPLIX x Kontora

QPLIX and multi-family office Kontora are redefining the future of wealth management through the powerful combination of software and professional expertise. In this webinar, Kai Linde (Co-CEO QPLIX), Florian Hoffmann (COO Kontora) and Phil Petersen (Asset Controller Kontora) share insights into the technological possibilities of the wealth management platform QPLIX and give practical examples of how one of Germany's largest family offices uses QPLIX to offer its clients efficient and transparent portfolio management services.

How to Better Understand Your Alternative Assets

Take a deep dive into the different alternative asset classes and learn from QPLIX experts how to achieve full transparency of your alternative investments. This webinar covers what the PWC "AWM revolution 2023" report tells us​, why diversification is one of the major industry trends​, as well as how QPLIX understands asset classes​. Three compact use cases demonstrate these insights.

Japan

Japan is an island country of East Asia in the northwest Pacific Ocean.

New Zealand

New Zealand is an island country in the southwestern Pacific Ocean.

India

India, officially the Republic of India, is a country in South Asia.

switzerland

Switzerland is a mountainous Central European country, home to numerous lakes, villages and the high peaks of the Alps.

Italy

Italy, a European country with a long Mediterranean coastline, has left a powerful mark on Western culture and cuisine.

300 Versions of QPLIX: What Our Team Says

Over a decade of work, countless tickets and 300 major releases - all to build one piece of software. In July 2025, QPLIX is celebrating the 300th version of its Wealth Management platform. What is driving us? How has the software changed? How important is client feedback? And, what is the best feature in QPLIX? We have asked those who know best - our colleagues! Some have been with us since version one, some joined us along the way, but all of them significantly contributed to shaping our platform and our company. Discover what they have to say!

QPLIX as an Employer: Why You Should Join Us

Over 300 major versions of software, countless features, various offices around the globe. What do these things have in common? They would not be possible with the best team. In this video, we grant a sneak peek behind the scenes of the everyday life at QPLIX. But be careful: you might want to join us after watching...

‍Powerful partnership between QPLIX and Kontora

From QPLIX customer to QPLIX partner: The relationship between multi-family office Kontora and QPLIX has evolved from a client-supplier relationship to a strategic partnership. In this video, COO Florian Hoffmann explains how Kontora has significantly increased the operational efficiency of its multi-family office by digitally managing all asset types on one single platform that is QPLIX. Co-CEO Kai Linde explains how QPLIX is growing every day by providing its clients with the best technological solutions for their specific challenges. Get inspired by this perfect combination of professional expertise and technology that plays a decisive role in modern wealth management.

Japan

Japan is an island country of East Asia in the northwest Pacific Ocean.

New Zealand

New Zealand is an island country in the southwestern Pacific Ocean.

India

India, officially the Republic of India, is a country in South Asia.

switzerland

Switzerland is a mountainous Central European country, home to numerous lakes, villages and the high peaks of the Alps.

Italy

Italy, a European country with a long Mediterranean coastline, has left a powerful mark on Western culture and cuisine.

Product Impression

Client Relationship Management

Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material. By setting up customizable notifications, relationship managers stay up to date even when away from their desk. Focused on results, your clients need convenient, yet expressive solutions. Convince them with various QPLIX interfaces, such as our web portal, a tablet and mobile app.

Document Management System

Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material. Supplemented by intuitive, AI-supported document management, it is easy to create a complete register of your clients.

Order Management System

At QPLIX, our automated Trading and Rebalancing solutions deliver two core benefits: efficiency and process integrity. Instantly enhance your ordering process with our seamless, ready-to-use technology.

Portfolio Management System

Superior investment decisions require full data accuracy and transparency. QPLIX not only ensures all data is consolidated on one platform but enables real-time analyses of your portfolios from any perspective imaginary. Extensive performance and risk metrics, accompanied by extensive benchmarking options allow for sound, yet fast investment decisions. Individual investment guidelines and depreciation thresholds ensure compliance with client and regulatory interests at the same time.

Client Voices

GKK Partners x QPLIX GmbH

"The best get better with QPLIX". This sums up why GKK chose QPLIX as their software solution partner.Their clients need a glimpse into the future and are not just looking for a reporting tool, but a technology that enables them to implement their business models.This means: no retrospective confirmation of data, but a strategic tool for future planning.Discover how this partnership continues to shape the platform.

Kontora x QPLIX GmbH

From QPLIX customer to QPLIX partner: The relationship between multi-family office Kontora and QPLIX has evolved from a client-supplier relationship to a strategic partnership. In this video, COO Florian Hoffmann explains how Kontora has significantly increased the operational efficiency of its multi-family office by digitally managing all asset types on one single platform that is QPLIX. Co-CEO Kai Linde explains how QPLIX is growing every day by providing its clients with the best technological solutions for their specific challenges. Get inspired by this combination of professional expertise and technology that plays a decisive role in modern wealth management.

‍OHM Capital x QPLIX GmbH

"It borders on negligence to manage assets in the hundreds of millions or billions with Excel" - that was nearly the first thing Franz Angermann, Founding Partner of OHM Capital said when asked about why they chose QPLIX to manage their families' wealth. It was this belief that opened doors for a partnership of now eight years and counting. To honor this milestone, OHM and QPLIX produced a film diving into the details of successful wealth management.

Feautures

QPLIX Neo Portal: The Future of Portfolio Management

Step into the future of client relationship management with Neo, the next generation dashboard designed and powered by QPLIX, your platform to master wealth management.Developed in close collaboration with our clients, Neo offers a fast, precise, and high-quality journey. With its intuitive structure, accurate data and high performance, it is the perfect fit for banks, asset managers and family offices alike.

QPLIX: Your Software to Master Wealth Management

Managing wealth today is becoming more challenging due to the complexity of portfolios, fast-paced environments and need to meet the client's expectations. In this video, you will learn how QPLIX tackles these matters with its state-of-the-art wealth management software, teams of dedicated and smart professionals, and innovation-driven corporate culture.

Smart value beyond the hype: QPLIX Document AI Processing

With version 300, QPLIX launches its first AI-based feature, Document AI Processing (DAP). We are building on our transaction dialog a tool that reads any uploaded or imported PDF, then uses our domain-tuned large-language model to understand the transaction in context, and pre-populates every field - all without any third-party ever touching client documents. Filippo Maria Cardano, Product owner of the QPLIX Data Intelligence Team, explains what clients gain from this innovation.
Webinars

From Strategy to Performance: QPLIX x SKFO

SK Family Office GmbH provides two services: asset strategy and asset controlling. The QPLIX wealth management platform forms the technological backbone. In this webinar, both parties explore how the software guarantees that SKFO clients can always rely on the agreed investment strategies not only being written down, but also consistently implemented and monitored in day-to-day operations.

How to Better Understand Your Alternative Assets

Take a deep dive into the different alternative asset classes and learn from QPLIX experts how to achieve full transparency of your alternative investments. This webinar covers what the PWC "AWM revolution 2023" report tells us​, why diversification is one of the major industry trends​, as well as how QPLIX understands asset classes​. Three compact use cases demonstrate these insights.

Managing Complex Portfolios Digitally: QPLIX x Kontora

QPLIX and multi-family office Kontora are redefining the future of wealth management through the powerful combination of software and professional expertise. In this webinar, Kai Linde (Co-CEO QPLIX), Florian Hoffmann (COO Kontora) and Phil Petersen (Asset Controller Kontora) share insights into the technological possibilities of the wealth management platform QPLIX and give practical examples of how one of Germany's largest family offices uses QPLIX to offer its clients efficient and transparent portfolio management services.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2023

How do Germans invest? What are the top 20 stocks in our allocations? How do external crises such as Corona pandemic and war in Ukraine affect our investments? These are just some of the topics covered in the new Trendmonitor Vermögensverwaltung 2023, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 62.000 real client portfolios from over 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA), Nadine Oberhuber (Capital) and Sebastian Deck (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2024

In 2023, German capital is increasingly invested abroad, with a strong preference for the US "Magnificent Seven". These are just some of the insights from the new Trendmonitor Vermögensverwaltung 2024, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 62.000 real client portfolios from over 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA) and Sebastian Deck (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.

Trendmonitor Vermögensverwaltung (Trendmonitor Asset Management) 2025

In 2024, wealth managers in Germany pursued a return-oriented yet carefully risk-aware portfolio strategy. The allocation shows a clear direction: short durations in the fixed-income segment, a strong focus on U.S. equities, and lower cash quotas. These are just some of the insights from the new Trendmonitor Vermögensverwaltung 2025, created by the Institut für Vermögensaufbau (IVA) in cooperation with the Munich WealthTech QPLIX. The analysis is based on more than 61.000 real client portfolios from 118 independent wealth managers, making it the most profound study on the sector in Germany. In this webinar, Dr. Andreas Ritter (IVA) and Benedikt Hoechner (QPLIX) dive into the analyses of the Trendmonitor in detail, and answer questions of the audience.
Inside QPLIX

300 Versions of QPLIX: What Our Team Says

Over a decade of work, countless tickets and 300 major releases - all to build one piece of software. In July 2025, QPLIX is celebrating the 300th version of its Wealth Management platform. What is driving us? How has the software changed? How important is client feedback? And, what is the best feature in QPLIX? We have asked those who know best - our colleagues! Some have been with us since version one, some joined us along the way, but all of them significantly contributed to shaping our platform and our company. Discover what they have to say!

QPLIX as an Employer: Why You Should Join Us

Over 300 major versions of software, countless features, various offices around the globe. What do these things have in common? They would not be possible with the best team. In this video, we grant a sneak peek behind the scenes of the everyday life at QPLIX. But be careful: you might want to join us after watching...
Your Software to Master Wealth Management.
Ecosystem
Partnerships & IntegrationsSystem Requirements
Costumer Segments
(Multi) Family Offices Independent Wealth ManagersBanks & Financial InstitutionsTreasury DepartmentsFoundations & Non-Profit Organisations
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