QPLIX Insights - Digitalising Wealth Management

As the landscape for trustees and fiduciaries evolves, managing trusts and investment vehicles with diverse ownership structures is becoming increasingly challenging. Diverse accounting requirements, a broad range of asset classes, and heightened regulatory pressures all contribute to the need for more efficient trust structuring and accounting solutions. Recognizing these challenges, QPLIX offers a cutting-edge software solution tailored to meet the dynamic needs of modern wealth management. 

How do Germans invest? QPLIX has has investigated this question again together with  Institut für Vermögensaufbau (IVA) based on an anlaysis of more than 62.000 real portfolios. The results are summarised in the study "Trendmonitor Vermögensverwaltung (TMVV) 2024". The core finding: Germany loses trust of its own investors, as wealth flees abroad.

The new QPLIX Bank Connection Add-On feature streamlines the process of setting up bank connections, creating a seamless user experience and increasing efficiency for customers. The Add-on streamlines the process of setting up custodian data feeds into QPLIX system. 

Digitalisation and automation of family offices are revolutionising the industry. As a consequence, the demands on the technical expertise of employees are increasing significantly.

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.

Our customer Liebherr Group has published two articles in the trade press for treasury in which they describe the implementation of QPLIX as asset management tool for their international treasury department.

Kai Linde, co-founder and co-CEO of QPLIX, was invited to discuss trends in wealth reporting for family offices as part of a roundtable discussion. It was an interesting discussion, excerpts of which were published by pbm later. 

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.

 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.

GKK PARTNERS Asset Intelligence can look into 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. 

In an exclusive article, Private Banking Magazin announces a new cooperation between QPLIX and Institutional Trust Services (ITS). ITS aims to expand its investment, accounting and reporting service offering by leveraging the advanced digital capabilities of QPLIX software. 

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: 

OWNLY is developing an easy-to-use asset management platform to meet the growing demand from independent asset managers for digital solutions. OWNLY Advisor addresses smaller IFAs and will combine an easy-to-use front-end with some advanced back-end functionalities based on the QPLIX technology. For QPLIX, the cooperation offers the opportunity to provide asset managers who do not need all the features of the complete QPLIX platform with centralised digital asset management applications in a lean and cost-effective version via the OWNLY platform. 

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.

In the German Private Banking Magazin, Philip Schäfer, Director of Client Solutions at QPLIX, sheds light on the digitalisation potential ordering processes. He describes the advantages of fully digital and largely automated order management. If this is integrated into the portfolio management system, users also benefit from seamless processes such as automatic booking. Here is a summary of the guest article: