QPLIX Insights - Digitalising Wealth Management

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.   

The continuous development of our products and services makes QPLIX the leading provider of wealth management software. In close exchange with our customers, we are constantly working on new functions and interfaces as well as improvements to user interfaces and data management.  

We are thrilled to introduce the brand new QPLIX Wealth app. With the new app for iOS and Android, we are realising the idea of "Your Wealth in Your Pocket" with even more functions, a fresh design and easier navigation.

With digitalised order management, wealth managers can optimise their processes, increase efficiency and client satisfaction, and open up new growth opportunities.

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.

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?

The best of two worlds: individual expert advice and human relationship combined with a digital experience and scalable services.

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.

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. 

With the online tutorials from the QPLX Academy, you benefit from the flexibility and efficiency of digital learning content.

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. 

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.

To scale the construction of data interfaces, QPLIX introduced its own uniform transaction format: Q-JSON.

QPLIX users now can have the receipt for every securities transaction always at hand thanks to the deeper integration of GOIO Data.

QPLIX made further steps towards becoming a global player. In this context, QPLIX was included in the global banking communication network SWIFT.