Overview
Wealth and asset managers, banks, and insurance companies all face the challenge of digital transformation. To stand out, they need to offer a smooth customer experience across digital channels while handling complex regulations and data security.
Our benefits
Investment Team
Superior investment decisions require full data accuracy and transparency. QPLIX not only ensures all data is consolidated on one platform but enables real-time analyses of your portfolios from any perspective imaginary.
Extensive performance and risk metrics, accompanied by extensive benchmarking options allow for sound, yet fast investment decisions. Individual investment guidelines and depreciation thresholds ensure compliance with client and regulatory interests at the same time.
With its integrated trading and rebalancing engine, investment teams may execute their decisions directly and manage an entire portfolio lifecycle.
Backoffice / Accounting
With a broad range of bank and market data feeds, accompanied by immediate reconciliation, QPLIX automizes numerous backoffice functions for you to focus on higher-value tasks. Its integrated accounting is highly flexible and can be adjusted to the needs and specification of any country.
Automatically activated from the start, it provides transparent access to financial statements of natural and legal entities.
Alongside, customizable tax and audit reportings are available any time and improve internal and external communications. Multiple Export formats ensure seamless integration of QPLIX data into other accounting software.
Relationship Manager
Building trusting relationships from the initial onboarding process onward requires transparency and profound insight. Within QPLIX, any information of interest can be stored and enriched with further material.
Supplemented by intuitive document management, it is easy to create a complete register of your clients. Direct communication channels within the software, guaranteed by comment and tagging functionalities, are time-saving and simplify cross-department collaboration.
By setting up customizable notifications, relationship managers stay up to date even when away from their desk.
Beneficial Owner / Your Clients
Focused on results, your clients need convenient, yet expressive solutions. Convince them with various QPLIX interfaces, such as our web portal, a tablet and mobile app.
These serve as interactive, constantly up-to-date reporting options, in addition to classic print formats.
Any reporting tool in QPLIX is highly flexible and can be tailored to the individual needs of each client, from structure to content types and branding.
With different white labeling solutions, you may even service your customers entirely without QPLIX being visible.
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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