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 digitalising the rather repetitive process of trading operations, human errors can be reduced, leading to an improved quality of service.

Keep commitments to your clients
Wealth managers, banks and family offices alike promise to manage their clients wealth responsibly, in their best interest and always based on an agreed investment approach. Regular rebalancing ensures that clients' guidelines are met continuously. Whether you rely on weighted target allocations or use model portfolios to depict your strategies, with QPLIX, both approaches can be used as basis for rebalancing. An integrated tool within our trading engine allows for automatic order creation while factoring in pending orders or strategy changes.