A tailored and cost-efficient portfolio that combines professional capital market investment with a perfectly calibrated private equity allocation - this is how LIQID describes its latest investment offering. With its Smart Money Portfolios, the digital wealth manager provides private investors with access to a multi-asset strategy that was once reserved for institutional investors. 

LIQID customises each portfolio to reflect the individual preferences of its clients.

"We create a bespoke strategic asset allocation for each client, tailored precisely to their needs and objectives. We continuously monitor and adjust the portfolio to ensure the risk-return profile remains within the targeted range," explains Johannes Gamroth, Head of Asset Management at LIQID.

The technical implementation of these intelligent portfolios is complex. Combining liquid and illiquid asset classes demands the highest standards in data quality, performance and scalability. 

Technology for smarter investing

To realise this concept, LIQID relies on the platform solution provided by QPLIX GmbH - a software that acts as “single source of truth” for all assets. QPLIX enables accurate representation, efficient management, and transparent analysis of all asset classes in real time.

“A reliable data foundation is now essential for profound investment decisions. With QPLIX, that is exactly what we deliver: a complete, transparent, and up-to-date view of total wealth - across all asset classes,” states QPLIX founder Kai Linde.

Gamroth agrees:

"Particularly with our Smart Money Portfolios, where private equity plays a central role, we need technology that does more than visualise - it must actively support us: in portfolio management, strategy compliance, and reporting.” 

What sets QPLIX apart is its origin: the software was developed based on the practical experience of family offices. Founders Mathias Lindermeir, Kai Linde, and Philipp Pötzl are deeply familiar with the complexity of modern multi-asset portfolios and embedded that expertise into the product from the outset. As such, QPLIX provides an ideal foundation for partners like LIQID looking to integrate new investment components efficiently and at scale.

“We originally developed QPLIX to meet the demands of family offices managing highly diversified portfolios. We have systematically expanded this expertise to create a solution that is now scalable for other professional users,” adds Linde.

A partnership for innovation and excellence

LIQID and QPLIX have worked closely together for over six years, united by a shared ambition: to make first-class digital asset management accessible to discerning private investors. Today, thousands of portfolios with annual order volumes in the billions are managed via the QPLIX platform.

The platform not only supports regulatory compliance and client strategy implementation but also delivers the performance and flexibility LIQID needs to respond to market developments and offer clients innovative investment solutions.

Kai Linde concludes: 

“We have built a strong partnership with LIQID and maintained it for many years. Together, we are setting new standards in digital asset management.”

Smart money meets smart technology - redefining the future of digital wealth management.

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