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. 

The founder-led  Wealth Tech company QPLIX, a leader in wealth management software for family offices and private banks, has secured funding from tech investment firm Partech via its Growth Fund.

SK Family Office GmbH (SKFO) stands for two services: Wealth strategy and controlling. The wealth management platform QPLIX forms the technological backbone. SKFO explains how QPLIX guarantees that SKFO's clients can always rely on the fact that the agreed investment strategies are not only written down, but also consistently implemented and monitored in daily operational work. (In German only)

This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben". Experts Timo Pache, Andreas Ritter, Dr. Robert Strauch and Sebastian Deck analyse how German wealth and asset managers have invested the assets of their clients (in German only).

The new QPLIX Bank Connection Add-On feature streamlines the process of setting up bank connections, creating a seamless user experience and increasing efficiency for customers. The Add-on streamlines the process of setting up custodian data feeds into QPLIX system. 

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

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. 

As we stand on the threshold of 2024, we are about to face a series of legal transformations and general trends that will reshape the landscape of wealth and portfolio management in Germany. In wealth management, staying ahead of the curve requires not only staying informed, but also proactively adjusting your strategy in this ever-changing market. Here is a short list of the most important things you should check out at the beginning of 2024: 

In this on-demand webinar by QPLIX, IVA & CAPITAL "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben" (in German), experts Nadine Oberhuber, Andreas Ritter and Sebastian Deck discuss how the trends and crises since 2018 have affected portfolio management.

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. 

In this 6-minute video, you can find out what QPLIX does and who it does it for. It shows our digital wealth management software in action and gives you a glimpse behind the scenes. Furthermore, our co-founder and CEO Kai Linde explains some of the core functionalities.

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:

As a software provider that prides on its close strategic relationships with leading private banks, we want to share some observations on technology-driven trends that shape the transformation of this industry. To stay relevant, private bankers need to surf 5 waves of change.

Learn more about modern digital asset management in the QPLIX & Kontora on-demand webinar "Managing complex portfolios digitally" (in German only).

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 relationship between multi-family office Kontora and QPLIX has evolved from a customer-supplier relationship to a close partnership. In this video, Kontora's Florian Hoffmann explains how they are constantly improving efficiency and transparency by digitally managing all asset classes in a single system. Kai Linde talks about how QPLIX improves its software by better understanding the needs of asset managers.