Trading Automation & Rebalancing
At QPLIX, our automated Trading and Rebalancing solutions deliver two core benefits: efficiency and process integrity. Instantly enhance your ordering process with our seamless, ready-to-use technology!
Scaling trading operations
Manually managing accounts and trading operations quickly becomes unsustainable. QPLIX offers an integrated trading solution, allowing multi family offices, wealth managers, digital advisors and more to efficiently manage an entire portfolio lifecycle within one software solution.
This bank-independent solution decreases potential switching costs and minimises the dependency. In digitalising the rather repetitive process of trading operations, human errors can be reduced, leading to an improved quality of service.
Keep commitments to your clients
Wealth managers, banks and family offices alike promise to manage their clients wealth responsibly, in their best interest and always based on an agreed investment approach.
Regular rebalancing ensures that clients' guidelines are met continuously. Whether you rely on weighted target allocations or use model portfolios to depict your strategies, with QPLIX, both approaches can be used as basis for rebalancing.
An integrated tool within our trading engine allows for automatic order creation while factoring in pending orders or strategy changes.
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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