QPLIX MAKES IT SIMPLE
KEY FEATURES
ASSET CLASSES
QPLIX enables you to manage all different kinds of asset classes (liquid and illiquid) in one tool. The software provides a holistic view of the asset allocation and performance and enables you to compare different asset classes with a variety of metrics.
SLICE & DICE ANALYTICS
The analytics tool is designed to slice and dice your portfolio in all available dimensions. The platform makes incoming data instantly available to support your decision-making process and therefore enables you to discover real-time performance insights and to make faster and more efficient decisions.
GLOBAL MONEY STREAMS
Your team plays globally? We love it. QPLIX enables the tracking of every asset in local currency and its original time zone. The software offers a consolidation of the portfolio in the currency of your choice and shows the split between asset related valuation changes and fx effects on a daily basis.
DOCUMENT MANAGEMENT
The software offers a solution for electronic document management. Transparency is established by deep linking of transactions and entries to corresponding parts of a document. Furthermore, the platform provides structure and assignment to a compatible hard copy filing system.
ACCOUNTING
QPLIX automates most of your daily accounting tasks and improves your accounting quality by leveraging a rule-based accounting system. Also, it connects perfectly with external accounting software and includes a solution to keep your asset management in sync with any external system.
LEGAL ENTITY STRUCTURES
QPLIX makes it simple to act within complex (and changing) legal entity structures. The software enables you to manage an unlimited number of legal entities in complex and changing groups and to view various perspectives within this structure. Real time consolidation is provided on every level.
CUSTOMER APP
QPLIX provides an “Investor Portal” App, which allows investors to have a look at certain predefined views incl. metrics of their allocation and click through the available levels and dimensions. More than 200 different reporting metrics can be provided for the app. Download via the regular App store.
THRESHOLDING & ALARMING
On the QPLIX platform, you can define your own alarms and thresholds on the basis of more than 200 available metrics and any property. Furthermore, the system enables you to establish a linked notification system, such that selected users are notified once thresholds are surpassed.
Leave a Comment