Focus on creating value.
We take care of the rest.
QPLIX
in your industry
You manage complex wealth or portfolios at scale? Then QPLIX is made for you. Below you'll see what QPLIX does for organsations like yours. Your industry isn't listed yet? We are working on descriptions for tax firms, foundations, pension funds, and insurers. In the meatime, feel free to ask our sales team.
FAMILY OFFICES
We come from the 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’ll help you to master complex portfolios across all liquid, illiquid and alternative asset classes, as well as ownership structures. You’ll impress your clients with a modern, digitally enhanced experience.
BANKS
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. You can offer your clients a cutting-edge, digital experience. Manage non-bankable assets and third-party assets for your most valuable clients. Scale your business and serve more clients with given resources. Keep new competitors at bay and become the innovation leader.
WEALTH / ASSET MANAGEMENT
Efficiency. Scaling. Cost Optimisation. Customer Experience. With these levers, wealth managers can improve their business significantly. With QPLIX portfolio management software, relationship and investment managers at financial advisors and asset management firms have all they need to provide clients with competent, personalised advice based on solid data. As backoffice processes are largely automated, you can scale your business and optimise costs.
INSURANCE COMPANIES & PENSION FUNDS
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 & NON-PROFIT ORGANISATIONS
Foundations and non-profit organisations (NPOs) 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.
TAX (LAW) & AUDITING FIRMS
By consolidating all asset and ownership data in a single system, QPLIX supports providers of reporting, accounting, auditing or tax services. For 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 a thing, even in highly diversified portfolios with complex legal entity structures. Transaction data and documents are synchronised automatically. The fact that even illiquid assets such as private equity, and real estate can be managed digitally is a real game changer. 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 allow you to scale or expand your business.
Our Customers
Pension Funds
Quintin van Wijk
Director at Institutional Trust Services B.V.
"With QPLIX, we will be able to take efficiency, scalability and transparency to a new level and expand our service portfolio for our institutional investor clients. We will now be able to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and that as well enables a seamless online experience across desktop and mobile devices."Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Institutional Trust Services B.V. (ITS)
Wealth Accounting & Reporting
Alexander Etterer
Managing Director
"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."
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Reportify Analytics GmbH
Multi Family Office
Florian Hoffmann
Chief Operational Officer
"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients. What we have with QPLIX is the perfect software to really meet these challenges. We have all the information on all the different asset classes, liquid and illiquid, in near real-time, and that is very helpful and very powerful."
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Kontora
Bank
Katja Becker
Managing Director, Head of FIM and Deutsche Private Port at Deutsche Bank
"With ‘Private Port powered by QPLIX’, we offer independent asset managers an innovative and powerful portfolio management system as part of our custodian bank offering. Our system is the ideal basis for simple multi-bank consolidation for our clients who also act as family offices or contact partners for their clients in all situations. Professional white-label reporting and connection to financial accounting with our partner QPLIX, we stand for customised solutions and support for your processes."
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Deutsche Bank
Wealth Research & Consulting
Andreas Ritter
CEO
"We regularly analyse a large number of real client portfolios of independent asset managers as part of the Germany's Top Asset Managers study. Together with our technology partner QPLIX, we have now taken the next step by using this huge wealth of data on asset allocation for an anonymised trend analysis with the new Trendmonitor Vermögensverwaltung. The result is by far the broadest data-driven analysis of the portfolio structure of professional investors in the German-speaking world,"
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Institut für Vermögensaufbau (IVA)
Tax and Wealth Accounting
Rainer Kröll
Founding Partner
„We use QPLIX in particular to give our clients a glimpse into the future. Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models. This means: no retrospective confirmation of data, but a strategic tool for future planning.“
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