Thank You!

You are one step closer to master wealth management.

We appreciate your interest.

One of our sales experts will contact you shortly to arrange your personal demo tour through our software. If you have any questions or remarks before our first meeting, please do not hesitate to contact us.

What awaits you:

We will tailor the demo to your needs

Our experts will reach out to you for further information in order to create a personalised demo based on the asset classes you are interested in.

Your personal demo report

After your initial contact with your expert, you will receive an exemplary report via email. This report will be tailored to your asset structure and is designed to give you an impression of the reporting tools and elements, from portfolio overviews to detailed analyses of individual asset classes.

Live system tour

Your QPLIX expert will take you on a live tour through the QPLIX platform via video conference (or in person, if you are in the Munich area).

A glance at the app

Additionally, you will discover one of QPLIX' central end-user applications to experience the software from the perspective of your own clients.

Corporate HQ

Nussbaumstr. 12, 80336 Munich, Germany

+49 89 998 2716 90

sales@qplix.com

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Our Customers

Banks

"With ‘Private Port powered by QPLIX’, we offer independent asset managers an innovative and powerful portfolio management system as part of our custodian bank offering. Our system is the ideal basis for simple multi-bank consolidation for our clients who also act as family offices or contact partners for their clients in all situations."

Katja Kühn

Managing Director

Family Office

"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients. What we have with QPLIX is the perfect software to really meet these challenges."

Florian Hoffman

Chief Operational Officer

Wealth Management

"Partnering with QPLIX has enabled LIQID to deliver world-class investment solutions to our clients. Their scalable software has streamlined core processes like order management, reporting, and analysis, allowing us to focus on best-in-class asset management."

Johannes Gamroth

Managing Director

Tax & Wealth Management

"We use QPLIX in particular to give our clients a glimpse into the future. Our customers 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."

Rainer Kröll

Founding Partner

Wealth Accounting & Reporting

"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."

Alexander Etterer

Managing Director

Wealth Research & Consulting

"We regularly analyse a large number of real client portfolios of independent asset managers as part of the Germany's Top Asset Managers study. Together with our technology partner QPLIX, we have now taken the next step by using this huge wealth of data on asset allocation for an anonymised trend analysis with the new Trendmonitor Vermögensverwaltung."

Andreas Ritter

CEO

Pension Funds

"We are able now to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and that as well enables a seamless online experience across desktop and mobile devices."

Quintin Van Wijk

Director

Foundation & Non-Profits

"Our demands are very specific: we manage the assets of the Deutscher Caritasverband e.V. and its foundations. The seamless integration of our transaction data into SAP was particularly important to us. QPLIX was the only system that was not only able to consolidate all of our data, but also to develop a customised feature for our requirements. Despite the complexity of the project, we felt well advised right from the start. The result: a customised solution from which we as Caritas and QPLIX will benefit in the long term."

Dietmar Bühler

Foundation Director

The whole universe of wealth management

Managing wealth is becoming more and more complex. QPLIX knows about all aspects and has already solved many challenges. Our ambition is to decode the universe of wealth, and we have come a long way on this journey. We love to share our solutions.

Overview

All-in-one wealth solutions

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Reporting & Analytics

Comprehensive reporting and analytics

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