Modern wealth management with hybrid services
The best of two worlds: individual expert advice and human relationship combined with a digital experience and scalable services.
Posts by:
Thomas Konrad
QPLIX recognised as WealthTech100 Innovation Leader
The new WealthTech100 list for 2023 was presented by the specialised research company FinTech Global. The prestigious ranking recognises the world’s most innovative technology solution providers addressing the challenges and opportunities of digital transformation for investment firms, private banks and financial advisors.
There's no way around digitalising your family office
As a manager in a single or multi family office, your business becomes increasingly complex and dynamic. You need to handle more and more data feeds, illiquid and alternative investments, and regulatory demands in different jurisdictions globally.
Venture capital is skyrocketing. Are you joining the ride?
Managing VC investments in the context of a consolidated view of complete wealth is one of the most complex tasks for family offices, foundations and institutional investors. With QPLIX, you can handle any kind of illiquid asset digitally.
Q-JSON – an In-house Standard for Bank Data Interfaces
To scale the construction of data interfaces, QPLIX introduced its own uniform transaction format: Q-JSON.
Transaction data and receipts from all European banks with GOIO
QPLIX users now can have the receipt for every securities transaction always at hand thanks to the deeper integration of GOIO Data.
Hello World! The Internationalization of QPLIX Continues
QPLIX made further steps towards becoming a global player. In this context, QPLIX was included in the global banking communication network SWIFT.
ESG - QPLIX brings sustainability data into asset management
Investors expect future-proof returns from sustainable investment strategies. The relevance of the ecological-social aspect is even increasing with the takeover of the millennial investor generation.