QPLIX Insights - Digitalising Wealth Management

With digitalised order management, wealth managers can optimise their processes, increase efficiency and client satisfaction, and open up new growth opportunities.

 

For the fifth time, the German business magazine Capital and the Institut fuer Vermoegensaufbau have determined the best wealth managers with the help of the QPLIX Wealth Management Software.

WTax, the leading withholding tax (WHT) recovery specialist that provides wholly outsourced WHT recovery solutions, has partnered with QPLIX, a leading provider of wealth management software that digitises the management of complex financial assets and supports wealth reporting processes.

With the latest update, QPLIX allows you to process EBICS transfers directly from the system. Together with its functionality as a document management system, QPLIX now covers the entire process from payment request and transfer to booking, controlling, liquidity management, and reporting.

QPLIX has been registered under the Business Identifier Code QPLIDEMM in the SWIFT network. Through this direct link data on positions and transactions at various commercial and custodian banks are automatically transferred to the QPLIX system. 

The QPLIX platform provides family offices and asset managers of Deutsche Private Port with an overview of all asset classes for the first time. Deutsche Bank supports the further development and internationalisation of the QPLIX platform by acquiring a minority stake.

Efficient asset controlling is a basic requirement for large private estates and family offices in order to control and monitor all assets. It includes valuables, investment income, return and risk ratios and costs as well as tax parameters.