Comprehensive asset class support: QPLIX accommodates a broad spectrum of asset classes, covering liquid assets like equities and fixed income, as well as illiquid and alternative investments such as private equity and real estate. This versatility allows investment professionals to oversee all holdings through a single, integrated system and make profound decisions.

Seamless integration and data consolidation
The platform's technological infrastructure facilitates direct connections to banks, custodians, accounting and tax systems, as well as selected service partners. This integration eradicates manual data entry and reconciliation tasks, ensuring outstanding data quantity and quality by establishing a single source of truth for all financial information.

Advanced reporting and compliance tools
QPLIX offers highly flexible, automatable reporting capabilities, delivering detailed insights into portfolio performance and risk metrics. Customisable templates allow for tailored presentations to meet specific client or regulatory requirements. The platform's tools for ad-hoc analyses across clients, portfolios and asset classes allow for the evaluation of various investment strategies, supporting proactive portfolio management.  

Trading automation and order management
The system's order management integration enables efficient trading directly from the platform. Bulk orders for an unlimited number of custodians and clients save time and fees. Effective portfolio rebalancing based on individual strategies adds to the general enhancement of trading operations.

AI-supported features
Incorporating artificial intelligence, QPLIX enhances efficiency in the fields of information gathering and processing. These intelligent tools streamline operations and provide first-level support at any time. By automating routine tasks, QPLIX empowers investment professionals to focus on strategic decision-making.

Customisable user experience
QPLIX's flexible design enables customisation to align with an organisation's specific processes and needs. This adaptability ensures that the platform meets unique business requirements and enhances the overall user experience. Additional whitelabeling offerings empower clients to strengthen their own brand and to highlight their expertise. To enhance client engagement, QPLIX provides different client portals and mobile app, offering investors real-time access to their portfolios. These digital interfaces promote transparency and strengthen client relationships by delivering up-to-date information in an accessible format.  

Scalability and future-proofing
Designed with scalability in mind, the QPLIX application grows with their clients. Organisations can effortlessly manage extensive portfolios while experiencing top-tier performance. The technical infrastructure promises to stay adaptable to future technological advancements and industry developments. With QPLIX, clients experience a long-lasting relationship and a tailored solution that adapts to their needs.

One of countless reasons:

• Operational efficiency
• Deep analytics and smart execution
• Scaling without limits
• Integrated accounting
• Comprehensiveness, compliance and customisation
• Top-tier trading
• Outstanding client communication
• Highest security standards

Technology 
Due to the high flexibility of its software solution, QPLIX successfully addresses the challenges faced by various customer segments such as family offices, wealth managers, institutional investors, banks and more. Originating from a family office, QPLIX Q has been designed with specific needs taken into consideration. 

Managing complex, diversified investment portfolios across multiple asset classes, jurisdictions, and regulatory frameworks often cannot be consolidated in a single solution. Many rely on fragmented systems and manual processes, leading to inefficiencies, data inconsistencies and high administrative workloads. As a result, the process of decision making and the quality of these decisions decreases over time. Traditional Portfolio Management Systems (PMS) often lack the flexibility, automation, and seamless integration that is required in todays competitive, fast-paced investment landscape. 

QPLIX provides a fully integrated, flexible Portfolio Management System that consolidates and automates financial data in real time. This factor, paired with the ability to depict all asset classes within one application, creates the single source of truth required for profound investment decisions. Investment professionals put their trust in the Munich Wealth Tech solution – the best get better with QPLIX.