QPLIX Insights - Digitalising Wealth Management

GKK PARTNERS Asset Intelligence can look into the future with QPLIX. The platform acts as a strategic tool for future planning.

Reportify Analytics is a provider of reporting and analysis of securities assets and other assets and investments. QPLIX is the cornerstone of all services there. Together with Alexander Etterer, we can look back on a long-standing strategic partnership.

The best of two worlds: individual expert advice and human relationship combined with a digital experience and scalable services.

The new WealthTech100 list for 2023 was presented by the specialised research company FinTech Global. The prestigious ranking recognises the world’s most innovative technology solution providers addressing the challenges and opportunities of digital transformation for investment firms, private banks and financial advisors.

Managing VC investments in the context of a consolidated view of complete wealth is one of the most complex tasks for family offices, foundations and institutional investors. With QPLIX, you can handle any kind of illiquid asset digitally. 

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.

Investors expect future-proof returns from sustainable investment strategies. The relevance of the ecological-social aspect is even increasing with the takeover of the millennial investor generation.

Efficient asset controlling is a basic requirement for large private estates and family offices in order to control and monitor all assets. It includes valuables, investment income, return and risk ratios and costs as well as tax parameters.