English


QPLIX Insights - Digitalising Wealth Management

SUBSCRIBE TO THE NEWSLETTER

Trendmonitor Vermögensverwaltung 2023

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. 

Read More

KONTORA AND QPLIX: PARTNERS FOR EFFICIENCY IN WEALTH MANAGEMENT

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.

Read More

On-demand Webinar: How to Better Understand Alternative Asset Classes with QPLIX

Managing liquid assets digitally is common nowadays. But how about alternative assets like private equity, real estate, or direct investments in complex ownership structures? In this webinar, you'll learn how portfolio, asset, and investment managers analyse and report alternative asset classes in the QPLIX portfolio management system. You'll see how easy it can be to create transparency on each single investment and in the context of the overall portfolio.   

Read More

Are OKRs worth it?

Leading companies worldwide and also more and more SMEs have discovered this modern goal-setting method for themselves. 1.5 years ago, we also decided to "hop on the OKR wave" and define new company Objectives and Key Results quarter by quarter. We had goals before that too…so was it worth it?

Read More

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.

Read More

Withholding Tax Recovery - QPLIX partners with Wtax

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.

Read More

QPLIX wire transfer feature closes the circle of digital wealth management 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.

Read More