QPLIX Insights - Digitalising Wealth Management

QPLIX is collaborating with Parqet to integrate new data sources into the QPLIX wealth management platform such as Volks- und Raiffeisenbanken, Sparkassen or neobrokers. 

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.

QPLIX and Windata have partnered to integrate the konfipay add-on, enabling seamless and automated import of payment transactions from multiple sources into the QPLIX platform using the EBICS standard.

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.

Wealth management platform provider QPLIX and Canoe Intelligence are partnering to harness the potential of machine learning and artificial intelligence to streamline private equity fund-related workflows.

 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. 

Institutional Trust Services B.V. (ITS), a Dutch provider of financial administration and reporting services, is implementing the advanced SaaS-based consolidated reporting and controlling solution from German wealth tech provider QPLIX GmbH.

Learn more about modern digital asset management in the QPLIX & Kontora on-demand webinar "Managing complex portfolios digitally" (in German only).

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.

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.