QPLIX Insights - Digitalising Wealth Management

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. 

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. 

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.

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.

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.