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.

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

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.

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.

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.

As Director Switzerland, Sener Arslan is to drive forward the distribution of the QPLIX wealth management platform in Switzerland.

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. 

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.

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. 

How do Germans invest? The Institut für Vermögensaufbau (IVA) and wealth management software provider QPLIX have investigated this question and presented the German-language study "Trendmonitor Vermögensverwaltung (TMVV)".

With more than 54,000 real client portfolios analysed, the TMVV is the largest and most in-depth analysis of its kind in the German-speaking world. The TMVV is a spin-off of the CAPITAL studies Top Asset Managers 2019 to 2023, in which over 100 independent asset managers took part. The anonymous and aggregated portfolio holdings data was provided for the studies by the custodian banks V-BANK, DAB BNP Paribas, Deutsche Bank, Baaderbank and Donner & Reuschel on the basis of authorisation by the participating asset managers. IVA and QPLIX have now analysed this anonymous data from an asset allocation perspective and published it for the first time in the Trend Monitor. 

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.

The QPLIX platform provides family offices and asset managers of Deutsche Private Port with an overview of all asset classes for the first time. Deutsche Bank supports the further development and internationalisation of the QPLIX platform by acquiring a minority stake.