QPLIX for
Independent Wealth Managers
Independent Wealth and Asset Managers face unprecedented challenges in today's financial landscape. QPLIX empowers you to meet these head-on with our comprehensive wealth management solution. Our platform enables you to deliver efficient portfolio management, provide in-depth financial advice, and offer a superior client experience.
Choose QPLIX as your technology partner and transform your independent wealth management practice into a streamlined, compliant, and client-centric powerhouse ready for tomorrow's opportunities.
Tailored wealth management
Successful wealth management spans generations, assets and channels. QPLIX's versatile platform elevates your client service with seamless access via digital portals and apps, as well as tailored reports. Spanning all asset classes, QPLIX ensures comprehensive wealth management.
Effortlessly address portfolio performance, risk analysis, tax optimisation, and estate planning. Offer insights on sustainable investing and philanthropy. QPLIX empowers multi-generational wealth management, preserving family legacies. Transform client service across all financial facets and become an indespensable financial partner, now and for future generations.
Deep analytics, smart execution
Harness QPLIX's advanced analytics for unparalleled portfolio insights. Over 350 metrics guarantee extensive and reliable risk and performance analyses across multiple custodians and asset classes. Benchmark against indices, peers, or custom standards. Optimise allocation through risk, volatility, and correlation analyses.
Uncover opportunities and vulnerabilities with intelligent algorithms. Handle trading decisions resulting from these analyses directly across multiple custodians. From liquidity assessment to comprehensive analyses, navigate complex markets confidently. Deliver strategic advice and cement your status as a trusted wealth management expert.
Streamline, connect, grow
Transform wealth management with QPLIX's all-in-one solution. Gain a comprehensive view of clients' finances, from liquid to illiquid assets, seamlessly integrated and adequately represented.
Connect to multiple international custodian banks, breaking down barriers. Outsource back-office tasks to focus on client relationships and business growth. Leverage automation for regulatory checks, portfolio monitoring, and real-time alerts. Stay compliant and ahead of market shifts. Access critical information on-demand for swift, informed decisions that drive satisfaction and growth.
Scale without limits
Scale your wealth management effortlessly with QPLIX. Benefit from included market data and smooth connections to existing and new data and order interfaces, ensuring you're always equipped with the latest financial information.
Enjoy unlimited user access across all platforms. Benefit from dedicated support, tutorials, and regular updates. Your data stays secure with ISO27001 certified providers, encryption, and 2FA. Choose QPLIX for a scalable, secure solution that grows with your business.
Our customers
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The whole universe of wealth management
Managing wealth is becoming more and more complex. QPLIX knows about all aspects and has already solved many challenges. Our ambition is to decode the universe of wealth, and we have come a long way on this journey. We love to share our solutions.
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