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QPLIX Insights - Digitalising Wealth Management

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The study

Trendmonitor 2024: Germany is losing the trust of its own investors / German assets are migrating abroad

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.

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Wealth tech provider QPLIX offers orders via FIXhub.net

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. 

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OWNLY's new solution for smaller financial advisors has "QPLIX inside"

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. 
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Trendmonitor Vermögensverwaltung 2023

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. 

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Withholding Tax Recovery - QPLIX partners with Wtax

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.

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