QPLIX Insights - Digitalising Wealth Management

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. 

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. 

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.

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.