QPLIX Insights - Digitalising Wealth Management

As the landscape for trustees and fiduciaries evolves, managing trusts and investment vehicles with diverse ownership structures is becoming increasingly challenging. Diverse accounting requirements, a broad range of asset classes, and heightened regulatory pressures all contribute to the need for more efficient trust structuring and accounting solutions. Recognizing these challenges, QPLIX offers a cutting-edge software solution tailored to meet the dynamic needs of modern wealth management. 

Managing liquid assets digitally is common nowadays. But how about alternative assets like private equity, real estate, or direct investments in complex ownership structures? In this webinar, you'll learn how portfolio, asset, and investment managers analyse and report alternative asset classes in the QPLIX portfolio management system. You'll see how easy it can be to create transparency on each single investment and in the context of the overall portfolio.   

The continuous development of our products and services makes QPLIX the leading provider of wealth management software. In close exchange with our customers, we are constantly working on new functions and interfaces as well as improvements to user interfaces and data management.  

We are thrilled to introduce the brand new QPLIX Wealth app. With the new app for iOS and Android, we are realising the idea of "Your Wealth in Your Pocket" with even more functions, a fresh design and easier navigation.

With digitalised order management, wealth managers can optimise their processes, increase efficiency and client satisfaction, and open up new growth opportunities.

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.

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.