QPLIX Insights - Digitalising Wealth Management

The founder-led  Wealth Tech company QPLIX, a leader in wealth management software for family offices and private banks, has secured funding from tech investment firm Partech via its Growth Fund.

In 2024, QPLIX once again analyzed real portfolios of independent asset managers together with the Institut für Vermögensaufbau (IVA) in the market study “Trendmonitor Vermögensverwaltung (TMVV)”. Included again: the 20 favorite stocks of German investors.

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.

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.

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. 

WTax, the leading withholding tax (WHT) recovery specialist that provides wholly outsourced WHT recovery solutions, has partnered with QPLIX, a leading provider of wealth management software that digitises the management of complex financial assets and supports wealth reporting processes.

QPLIX users now can have the receipt for every securities transaction always at hand thanks to the deeper integration of GOIO Data.

QPLIX has been registered under the Business Identifier Code QPLIDEMM in the SWIFT network. Through this direct link data on positions and transactions at various commercial and custodian banks are automatically transferred to the QPLIX system.