QPLIX for
Foundations & Non-Profit Organisations
The asset managers of Foundations and Non-Profit Organisations typically make use of a wide range of asset classes and financial service providers. In addition to liquid assets, they are increasingly investing in more complex asset classes such as real estate and private equity. Since they are navigating complex regulatory requirements to comply to tax laws and charitable giving regulations, and balance social impact objectives with financial performance goals, it is vital that they have a complete view of their portfolios to reliably invest and forecast.
Smart scaling by streamlining operations
QPLIX automises essential, yet time-consuming workflows to reduce administrative burden, allowing you to focus on the foundation's goals rather than operational challenges.
From market data feeds to transaction entry, from ad-hoc analyses to customised reporting, our plattform reliably reduces manual processes. Integrated accounting and reconciliation mechanisms aim directly at foundations' needs for accuracy and transparency, making QPLIX an ideal partner.
Tailored accounting
From the initial setup, our integrated accounting engine ensures full transparency and traceability across all portfolios. Knowing about the specific requirements of our foundation and non-profit clients, it is customisable in each degree. Once set up, you can rely on our automated accounting entry creation.
Paired with extensive reporting functionalities and metrics designed to analyse all kinds of fees and taxes, our clients are enabled to comply to all regulatory requirements and easily communicate with auditors and stakeholders. Various export formats allow for seamless data transfer to and processing in other software solutions.
Stakeholder management
With several end user interfaces, we minimise barriers in communication, enabling you to stay in touch with your stakeholders and provide outstanding experience. Digital portals, a Wealth App and of course traditional PDF reporting can be tailored to match your own brand, while relying on our high-performance solutions, resulting in a strengthend customer relationship.
Our integrated document management can be used to manage relevant information about your customers centrally within the software, and sharing this information with them if needed. Reduce administrative effort and focus on building long-lasting relationships.
Data security
Data security is crucial for foundations managing sensitive information. QPLIX maintains the highest security standards by hosting data on privately managed servers in certified data centers, using advanced encryption and strict authentication protocols to protect against unauthorised access.
Our service model minimises your IT responsibilities while ensuring robust protection and safeguarding the confidentiality of your financial data.
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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