With the online tutorials from the QPLX Academy, you benefit from the flexibility and efficiency of digital learning content.
QPLIX is your everyday digital work environment – available whenever and wherever you need wealth management software. We now also offer you this digital experience in learning. With the new online tutorials from the QPLX Academy, you benefit from the flexibility and efficiency of digital learning content.
The tutorials are suitable for beginners – but also for advanced users who want to learn new features, methods or tricks and become QPLIX experts.This way you can acquire your QPLIX knowledge by yourself. In the comfort of your home office, on the road, or in the office. Whenever and wherever it suits you – you determine the speed. You can complete individual online tutorials or an entire package.
Each online course is divided into modules: Intelligibly presented theory, intuitive explainer videos, and interactive assignments. In your own QPLIX test system, you solve real-live, hands-on tasks. You then compare your result with a solution video that guides you step-by-step to the goal.
Please note that for the time being, the tutorials are only available in German. We are working on the English language content. All information about the QPLIX Academy tutorials and registration can be found here https://www.qplix.com/de/loesungen/academy/tutorials/.
QUICK START | 90 minutes
The most important basics of the QPLIX software
Overview of key functions and system areas
UNIVERSE & ADMINISTRATION | 150 minutes
Basic functions of the Universe and Administration area:
Creation of securities and assets
Master data maintenance and administration
ACCOUNTING & TRANSACTIONS | 150 minutes
Basic knowledge of accounting and transaction entry in QPLIX
ANALYSIS | 150 minutes
Basic functions around the application and configuration of analyses
REPORTING & PORTAL | 150 minutes
Basics of reporting with QPLIX
Customizing and configuring reports
Navigation in the portal in connection with reporting.
LIQUID ASSETS | 150 minutes
Basic knowledge of managing stocks and bonds in the QPLIX system:
Create securities incl. price supply and master data maintenance
Ad hoc evaluation and presentation in reports and in the portal
ILLIQUID ASSETS | 150 minutes
Basic knowledge about the management of illiquid assets in the QPLIX system:
Create real estate and private equity including master data
Ad hoc evaluation and presentation in reports and in the portal