Solution introduction

All data in one place

QPLIX offers you a holistic solution for wealth management

The platform is accessible, irrespective of space and time. It has many different APIs to collect and consolidate data. Our connections to banks, custodians and accounting systems offer you automatic synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly secure German data centers.

Sofware as a Service
There‘s no need for on site hardware and time-consuming software installations. Our platform is accessible from practically anywhere and is frequently updated with the newest version. So there‘s really nothing you have to do here. Log in and you‘re ready to go.

Data
QPLIX brings all your data to one place. It has an integrated Refinitiv Market connection and, as shown in the diagram to the right, a wide variety of out of the box data connectors. Our data connections to banks, custodians, administrators, business apps, accounting systems etc. enable you to avoid manually synchronizing data e.g. via spread sheets. After your sources are connected, QPLIX automatically collects and consolidates all available data to make sure that you can work with the latest available information. The data is channeled through a security layer and filed in the respective structure. Our intuitive reporting system allows you to create customized reports from this data basis in an instant.

Security
All of your data is encrypted and stored in our highly secure German data center, replicated to multiple different locations. The system access is protected by two-factor authentication security and at least two independent security systems.

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