Reporting & Analytics
Unlock the power of our cutting-edge reporting tools with current and consistent data, featuring near-real-time asset information in multiple languages and currencies. Effortlessly create beautifully structured reports that exceed your clients' expectations with just a few clicks!
Reporting based on your client needs
Reporting in QPLIX is the most flexible in the market. Anything from the general structure to individual page layouts as well as font sizes and color schemes is in your hands.
Whether you are looking for a best-practice report which can be used for all clients at once or need a report which is focused on a single asset of only one customer: with QPLIX, you can have it all.
Convenient features such as automated report creation and distribution complete the experience.
Unlimited evaluations
The unique QPLIX Preset approach ensures maximum adaptability while at the same time ensuring efficiency. Choose which parts of a portfolio you want to analyse, from an entire allocation to a single asset.
Multiple evaluation categories can be used to transparently highlight different allocations. Use classics such as regions, currencies, or simply define your own criteria. Over 350 performance, risk and master data metrics provide you with all the information you need for profound investment decisions.
Whatever aspect you might be interested in, with our powerful analytics tools you are ready to decode your clients’ universe of wealth.
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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