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.
QPLIX was developed in a family office, by family officers. The QPLIX founders experienced first-hand the growing complexity and limitations of the technology on the market. As they simply couldn't find a solution that met their needs - covering ALL asset classes and mapping complex legal entity structures - they decided to develop their own software based on their practical experience. This was the starting point for QPLIX in 2012.
The wealth management software QPLIX brings family offices the technical boost they need to stay competitive and manage complexity. It covers all asset classes and complex ownership structures. QPLIX aggregates and consolidates data feeds from all kinds of sources (multiple bank and custody accounts, stock exchange services, indices, ESG scorings, etc) into a high-performance database. As QPLIX maintains interfaces to many banks and is part of the SWIFT network, you have the direct line to the global financial system. To complete the picture, you can easily import data about private equity, real estate, art objects, collector’s items, raw materials, etc.
Preconfigured processes support all tasks, roles, and workflows involved in portfolio management, from accounting to controlling to reporting. Driven by a powerful data engine, automated workflows improve your productivity significantly. By visualizing all relevant data and freeing you from tedious tasks, QPLIX enables you to offer the personalised service level and added value your clients deserve. And you deserve a little less staring at excel-sheets, don’t you think?
QPLIX prepares and visualises all relevant data for analysis and makes it accessible via web-based client dashboards in your corporate design. You can generate meaningful, well-designed PDF reports at the push of a button. Your clients will love having their investment information always at hand in their personal Wealth App.
With QPLIX as your technology partner, you can digitalise your business in just a few weeks. Our software comes as a service, so you won’t need to care about infrastructure, security, or maintenance. Our team of experienced financial and technical experts will always be there for you and support you during implementation, data import, onboarding, and daily business.
