Client Portal & App
Need a detailed dashboard to view portfolio status? No problem! With our Client Portal and App, you can deliver ready-made stories at the push of a button or create bespoke solutions to impress even your most demanding clients.
Transparency meets convenience
Beneficial owners and clients expect access to real-time portfolio updates, financial insights, and critical reports anytime, anywhere. With the QPLIX mobile app, users can monitor investments, make decisions, and stay informed on-the-go.
The mobile platforms provide convenience and availability for clients, while enabling investment managers to monitor portfolios and satisfy client needs efficiently, even outside the office.
Our Portal and App are optimised for desktops, mobile as well as tablets. They provide the same clear structure across all devices and work as ideal touchpoints for any conversation with your clients.
Strengthening your brand
QPLIX offers different white-labeling solutions, allowing you to offer a customised, branded experience to your own clients without the need for extensive development resources. While relying on the top-tier QPLIX framework, you may present a seamless, professional solution that reflects your unique brand identity.
Benefit from this cost-effective, brand-aligned approach to deliver exceptional wealth management services while freeing up resources and time to focus on what matters most: your clients.
FAQ
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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