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Digitalising Wealth Management

QPLIX Insights Blog

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VIDEO: GKK AND QPLIX - Excellence in Cash flow Planning

GKK is not just a QPLIX customer. GKK Partners has evolved to a partner for the development of high-end solutions. In this video, GKK partners Rainer Kröll and Christian Berger explain how they have developped a sophisticated way of securing liquidity through advanced portfolio modelling for a a big client active in the area of venture capital investments - on the basis of - and together with - QPLIX.

"Transparency and discipline"

Alexander Ruis manages SK Family Office GmbH according to the principles of a family business. For him, this means a clear focus on first-class, customised services paired with close personal client relationships. In doing so, he relies on two values: transparency and discipline.

Kai Linde in an interview with FinTechTalk on D

"FINTECH TALK" ON THE DIGITALISATION OF WEALTH MANAGEMENT

 In this episode of Business Reporter's "Fintech Talk" series, Kai Linde was invited to join a discussion on "Developing and delivering a digital wealth management strategy". Host Charles Orton-Jones spoke with him, Kontora's Chief Investment Officer Patrick Maurenbrecher and the co-founder of the Open Wealth Association, Simon Alioth, about the state of play with regard to the digitalisation of wealth management.

"No new customer without QPLIX!"

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.

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.