QPLIX Insights - Digitalising Wealth Management

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. 

Institutional Trust Services B.V. (ITS), a Dutch provider of financial administration and reporting services, is implementing the advanced SaaS-based consolidated reporting and controlling solution from German wealth tech provider QPLIX GmbH.

In this on-demand webinar by QPLIX, IVA & CAPITAL "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben" (in German), experts Nadine Oberhuber, Andreas Ritter and Sebastian Deck discuss how the trends and crises since 2018 have affected portfolio management.

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. 

In this 6-minute video, you can find out what QPLIX does and who it does it for. It shows our digital wealth management software in action and gives you a glimpse behind the scenes. Furthermore, our co-founder and CEO Kai Linde explains some of the core functionalities.

In the German Private Banking Magazin, Philip Schäfer, Director of Client Solutions at QPLIX, sheds light on the digitalisation potential ordering processes. He describes the advantages of fully digital and largely automated order management. If this is integrated into the portfolio management system, users also benefit from seamless processes such as automatic booking. Here is a summary of the guest article:

Learn more about modern digital asset management in the QPLIX & Kontora on-demand webinar "Managing complex portfolios digitally" (in German only).

QPLIX and IVA have analysed real portfolios at German independent asset managers for the Trendmonitor Vermögensverwaltung (TMVV).  Here we take a closer look at one of the many findings of the comprehensive evaluation: the 20 favourite stocks of German investors.

How do Germans invest? The Institut für Vermögensaufbau (IVA) and wealth management software provider QPLIX have investigated this question and presented the German-language study "Trendmonitor Vermögensverwaltung (TMVV)".

With more than 54,000 real client portfolios analysed, the TMVV is the largest and most in-depth analysis of its kind in the German-speaking world. The TMVV is a spin-off of the CAPITAL studies Top Asset Managers 2019 to 2023, in which over 100 independent asset managers took part. The anonymous and aggregated portfolio holdings data was provided for the studies by the custodian banks V-BANK, DAB BNP Paribas, Deutsche Bank, Baaderbank and Donner & Reuschel on the basis of authorisation by the participating asset managers. IVA and QPLIX have now analysed this anonymous data from an asset allocation perspective and published it for the first time in the Trend Monitor. 

The relationship between multi-family office Kontora and QPLIX has evolved from a customer-supplier relationship to a close partnership. In this video, Kontora's Florian Hoffmann explains how they are constantly improving efficiency and transparency by digitally managing all asset classes in a single system. Kai Linde talks about how QPLIX improves its software by better understanding the needs of asset managers.

 

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.