QPLIX Insights - Digitalising Wealth Management

As Director Switzerland, Sener Arslan is to drive forward the distribution of the QPLIX wealth management platform in Switzerland.

GKK PARTNERS Asset Intelligence can look to the future with QPLIX. The platform acts as a strategic tool for future planning.

Using the QPLIX wealth management platform, wealth and asset managers can also send orders directly to their respective trading partners via FIXhub.net and the PATRONAS TradeDirector system. FIXhub.net hosts and manages a neutral electronic network that enables buy-side and sell-side institutions to exchange messages based on the FIX protocol and other messaging standards. 

As we stand on the threshold of 2024, we are about to face a series of legal transformations and general trends that will reshape the landscape of wealth and portfolio management in Germany. In wealth management, staying ahead of the curve requires not only staying informed, but also proactively adjusting your strategy in this ever-changing market. Here is a short list of the most important things you should check out at the beginning of 2024: 

In this on-demand webinar by QPLIX, IVA & CAPITAL "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben" (in German), experts Nadine Oberhuber, Andreas Ritter and Sebastian Deck discuss how the trends and crises since 2018 have affected portfolio management.

In this 6-minute video, you can find out what QPLIX does and who it does it for. It shows our digital wealth management software in action and gives you a glimpse behind the scenes. Furthermore, our co-founder and CEO Kai Linde explains some of the core functionalities.

As a software provider that prides on its close strategic relationships with leading private banks, we want to share some observations on technology-driven trends that shape the transformation of this industry. To stay relevant, private bankers need to surf 5 waves of change.

QPLIX and IVA have analysed real portfolios at German independent asset managers for the Trendmonitor Vermögensverwaltung (TMVV).  Here we take a closer look at one of the many findings of the comprehensive evaluation: the 20 favourite stocks of German investors.

"No new customer without QPLIX!"- Review of a strategic partnership in tax accounting, reporting, analytics and controlling. Reportify Analytics is a provider of reporting and analysis of securities assets and other assets and investments. QPLIX is the cornerstone of all services there. Together with Alexander Etterer, we can look back on a long-standing strategic partnership.

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. 

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.