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Digitalising Wealth Management

QPLIX Insights Blog

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QPLIX in the press

QPLIX in the trade press for treasury management

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.

Kai Linde in an interview with FinTechTalk on D

"FINTECH TALK" ON THE DIGITALISATION OF WEALTH MANAGEMENT

 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.

Guest article in Private Banking Magazin

In the German Private Banking Magazin, Philip Schäfer, Director of Client Solutions at QPLIX, sheds light on the digitalisation potential ordering processes. He describes the advantages of fully digital and largely automated order management. If this is integrated into the portfolio management system, users also benefit from seamless processes such as automatic booking. Here is a summary of the guest article: