TRUST
The most important currency in the wealth industry is trust.
We earn trust by providing security, reliability, integrity, and confidentiality.
Today’s world of wealth management is led by those who turn challenging market situations into opportunities. Our entire team aspires to support these pioneering leaders with our wealth management software and digital know-how every day.”
Kai Linde, Co-CEO, QPLIX
The founders of QPLIX come from family office universe and know your business. For ten years, QPLIX has been bringing leading single and multi-family offices into the digital world. As your technology partner, we help you master portfolios across liquid, illiquid and alternative asset classes, as well as complex ownership structures. With QPLIX, you will impress your clients with a modern, digitally enhanced experience.
With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with given resources.
Efficiency. Scaling. Cost Optimisation. Customer Experience. With these levers, independent financial advisors or asset management firms can improve their business significantly. With QPLIX as your portfolio management software, your relationship and investment managers have all the information and tools they need to provide your clients with personalised advice and data-driven investement decisions. Backoffice processes are largely automated. This allows you to scale your business and to cut costs.
Asset management at insurance companies and pension providers is about mastering highly complex portfolios in a highly regulated environment. With QPLIX, institutional investors can digitise and consolidate their diverse investments and gain significant efficiencies. Time-consuming routine activities are automated, allowing you to focus on important tasks such as strategic asset allocation. QPLIX is also a major step forward in terms of transparency and accountabilty.
Foundations and non-profit organisations typically make use of a wide range of asset classes and financial service providers. They need to forecast returns and liquidity, comply with specific regulations and report to their board. Issues such as ethical or impact investing add another layer of complexity. Sophisticated software such as QPLIX helps increase efficiency and transparency, allowing asset managers to focus on preserving and growing their endowments.
By consolidating all wealth data into one single system, QPLIX supports providers of reporting, accounting, auditing or tax services. With clients such as family offices, foundations or private banks, you need an overview of all bank and custody accounts, asset classes and fees. QPLIX ensures that you don't miss anything - even within highly diversified portfolios with complex legal entity structures. Transaction data and documents are automatically synchronised. The fact that even illiquid and alternative assets such as private equity, real estate or art collections can be managed digitally is a real gamechanger. With just a few clicks, you can create accurate, complete and transparent PDF reports. You will experience a whole new level of efficiency and accuracy that will enable you to scale up or open up new business areas.
The most important currency in the wealth industry is trust.
We earn trust by providing security, reliability, integrity, and confidentiality.
Planet Wealth is spinning faster than ever. Constant innovation is essential. With agile software development, we ensure that our customers are always ahead of the game.
We strive for excellence in everything we do.
In working as a team, in developing the best technology and in serving our customers.
QPLIX is a young company with big ambitions. We give you the opportunity to make a big impact and shape FinTech trends with your ideas. Our team is our most valuable asset and our daily inspiration. As our biggest fans and worst critics, we constantly challenge ourselves to exceed our clients' expectations. That's why we do our best to create a working atmosphere that motivates us to go above and beyond every day.