Business introduction
Your operating system of wealth
Asset management is demanding, with markets moving ever faster and new investment opportunities emerging globally. QPLIX offers the most powerful SaaS solution to empower you to master this complexity
QPLIX develops and operates a leading software solution for the successful digital management of complex, multi-asset portfolios. Its clientele includes single- and multi-family offices, foundations, investment funds, asset managers, institutional investors, and private banks from across the EMEA region.
The platform's single source of truth approach allows clients to consolidate numerous asset classes in one centralised application. Once this data base is set up, the software enables users to perform real-time analyses at any time, whether through the robust core application, the customised client portal, or the app.
Additionally, QPLIX is responsible for its own IT infrastructure and security, proving itself to be a trusted partner. This is evidenced by the more than 300 billion euros in assets currently managed on the platform.
QPLIX Solutions
The QPLIX Single Source of Truth
With QPLIX, financial experts finally are able to consolidate all asset classes in one solution. These do not only include liquid assets such as securities, crypto currencies or bank accounts but also illiquid investment vehicle such as private equity, direct holdings or collectibles. Over 120 interfaces to custodian banks, market data......
business needs
- Data Management & Analysis
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Accounting & Tax Integration
No accounting, no accuracy Calculations in QPLIX are not merely based on transactions, but use the integrated accounting ledger as a foundation. Consequently, we guarantee unmatched data accuracy. The underlying financial statements are continuously up-to-date and always ready for reporting. By designing customised tax-related reports, QPLIX enables you to make smarter......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
AI-Driven Wealth Solutions
More than a trend At QPLIX, we don't follow trends blindly, we follow your needs. Consequently, we operationalise AI to boost your everyday business activities. Use our Amanda Assistant to streamline manual processes and retrieve reliable information on demand. A dedicated QPLIX AI development team will continue to work intensively on......
business needs
view solutionClient Portal & App
Transparency meets convenience Beneficial owners and clients expect access to real-time portfolio updates, financial insights, and critical reports anytime, anywhere. With the QPLIX mobile app, users can monitor investments, make decisions, and stay informed on-the-go. The mobile platforms provide convenience and availability for clients, while enabling investment managers to monitor portfolios......
business needs
view solutionData Integrations & Partnerships
The QPLIX ecosystem Enhance your QPLIX system with valuable data and services from top-tier financial and technology companies. Whether you need direct data streams from your custodian bank or detailed insights from leading data providers to gain a competitive edge. QPLIX offers you seamless, click-installable Add-ons. Our curated selection includes service-,......
business needs
view solutionReporting & Analytics
Reporting based on your client's needs Reporting in QPLIX is the most flexible in the market. Anything from the general structure to individual page layouts as well as font sizes and color schemes is in your hands. Whether you are looking for a best-practice report which can be used for all......
business needs
view solutionTrading Automation & Rebalancing
Scaling trading operations Manually managing accounts and trading operations quickly becomes unsustainable. QPLIX offers an integrated trading solution, allowing multi family offices, wealth managers, digital advisors and more to efficiently manage an entire portfolio lifecycle within one software solution. This bank-independent solution decreases potential switching costs and minimises the dependency. In......
