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QPLIX Insights - Digitalising Wealth Management

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QPLIX GmbH

In dem On-Demand-Webinar stelllen die Autoren die Ergebnisse der Studie

On-Demand Webinar: TRENDMONITOR VERMÖGENSVERWALTUNG (TMVV) 2024

This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben". Experts Timo Pache, Andreas Ritter, Dr. Robert Strauch and Sebastian Deck analyse how German wealth and asset managers have invested the assets of their clients (in German only).

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The study

Trendmonitor 2024: Germany is losing the trust of its own investors / German assets are migrating abroad

How do Germans invest? QPLIX has has investigated this question again together with  Institut für Vermögensaufbau (IVA) based on an anlaysis of more than 62.000 real portfolios. The results are summarised in the study "Trendmonitor Vermögensverwaltung (TMVV) 2024". The core finding: Germany loses trust of its own investors, as wealth flees abroad.

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VIDEO: GKK AND QPLIX - Excellence in Cash flow Planning

GKK is not just a QPLIX customer. GKK Partners has evolved to a partner for the development of high-end solutions. In this video, GKK partners Rainer Kröll and Christian Berger explain how they have developped a sophisticated way of securing liquidity through advanced portfolio modelling for a a big client active in the area of venture capital investments - on the basis of - and together with - QPLIX.

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Kai Linde in an interview with FinTechTalk on D

"FINTECH TALK" ON THE DIGITALISATION OF WEALTH MANAGEMENT

 In this episode of Business Reporter's "Fintech Talk" series, Kai Linde was invited to join a discussion on "Developing and delivering a digital wealth management strategy". Host Charles Orton-Jones spoke with him, Kontora's Chief Investment Officer Patrick Maurenbrecher and the co-founder of the Open Wealth Association, Simon Alioth, about the state of play with regard to the digitalisation of wealth management.

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Wealth tech provider QPLIX offers orders via FIXhub.net

Using the QPLIX wealth management platform, wealth and asset managers can also send orders directly to their respective trading partners via FIXhub.net and the PATRONAS TradeDirector system. FIXhub.net hosts and manages a neutral electronic network that enables buy-side and sell-side institutions to exchange messages based on the FIX protocol and other messaging standards. 

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QPLIX wins Institutional Trust Services (ITS) as its new client

In an exclusive article, Private Banking Magazin announces a new cooperation between QPLIX and Institutional Trust Services (ITS). ITS aims to expand its investment, accounting and reporting service offering by leveraging the advanced digital capabilities of QPLIX software. 

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OWNLY's new solution for smaller financial advisors has "QPLIX inside"

OWNLY is developing an easy-to-use asset management platform to meet the growing demand from independent asset managers for digital solutions. OWNLY Advisor addresses smaller IFAs and will combine an easy-to-use front-end with some advanced back-end functionalities based on the QPLIX technology. For QPLIX, the cooperation offers the opportunity to provide asset managers who do not need all the features of the complete QPLIX platform with centralised digital asset management applications in a lean and cost-effective version via the OWNLY platform. 
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