Modern wealth management with hybrid services
The best of two worlds: individual expert advice and human relationship combined with a digital experience and scalable services.
Digitalising Wealth Management
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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.
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.