Excel has been - and still is to this day - the trusted companion of family offices. It is familiar and seemingly sufficient. But as wealth structures become more complex and data flows multiply, the limits of spreadsheets alone cannot be ignored any longer.
For Alpine Family Office, accuracy and accessibility are the cornerstones of modern wealth management. Their central mission is ambitious: to provide families with timely, reliable, and comprehensive information on their entire wealth. Moreover, that information should be accessible anytime, anywhere, and on any device.
“Nowadays the wealth of successful entrepreneurs, investors, and families is too complex to fit in spreadsheets. Too many parts do not reflect the actual numbers,”
states Enrico Graber, Partner at Alpine Family Office.
“We want to support our clients in all their wealth-related needs, whenever they need us. To ensure that, and make it scale, we need more than spreadsheets alone. We need a software solution that consolidates data and makes it easy to process and share information.”
Those on a mission to gain real-time transparency and data-driven insights need a strong technology partner. This is why Alpine chose QPLIX.
The family office sector is probably the most complex of all: various asset classes are involved, spread across multiple banks and countries, embraced by complex ownership structures. Here, manual processes quickly become unmanageable.
Alpine Family Office understands this. By integrating QPLIX software, they chose to consolidate this complexity into a single digital environment. This way, they enable families to make confident decisions based on real-time data. A confidence that results from a complete and accurate overview of all asset classes and portfolios.
“Our clients want to make decisions based on reliable data that’s available instantly,”
says Graber.
“Thanks to QPLIX, they have access to dashboards with all information that matters to them. For example, cash flow projections are highly requested, as they allow a glimpse into the future.”
To deliver this level of precision and prediction, automation plays a central role. With QPLIX, Alpine reliably automates data aggregation, accounting, and reporting processes. As a result, they free up valuable time to focus on strategic decisions and client relations.
“We’ve shifted our team’s energy from administration to advice,”
Graber explains.
“Instead of spending time on data collection, we focus on guiding families and foundations with accurate information they can trust.”
Automation ensures scalability. By integrating an automated digital backbone, Alpine claims the status of a future-proof family office.
Effective family governance thrives on transparency and shared understanding. Access to the same information is the foundation to generate trust in the first place. Through QPLIX, Alpine connects all stakeholders in one environment: family members, foundation boards, tax advisors, accountants, and legal experts all work with the same current data set.
“We act as a single point of contact between families, boards, and advisors, facilitate efficiency and unburden all parties involved,”
says Graber.
“Everyone works with the same set of numbers, which leads to more informed decisions.”
For foundations and charities, the benefits go beyond convenience. Digital collaboration centered around QPLIX strengthens compliance and ensures transparent reporting to supervisory bodies and donors.
Alpine’s clients benefit from custom dashboards that update automatically, providing instant insights into asset allocation, liquidity forecasts, and performance metrics.
These dashboards form the digital foundation for collaboration. They feed the Excel models Alpine uses for specific client projects and that serve as the data source for other trusted advisors involved in wealth management.
This seamless connection between systems allows Alpine to combine the flexibility of Excel with the stability and precision of QPLIX, ensuring every stakeholder operates from the same reliable information base.
“Based on the information gathered within QPLIX, we support our clients and share on a need-to-share basis with their other advisors,”
Graber explains.
Wealth management is much more than performance. It is about preserving wealth and know-how across generations. With QPLIX as its technological foundation, Alpine ensures that all information remains structured, accessible, and consistent over time.
“Sustainable family wealth management starts with professional systems,”
Graber emphasizes.
“QPLIX helps us ensure that every decision today supports the families of tomorrow.”
Alpine mastered the challenge of integrating technology intelligently. In an era defined by data and regulatory complexity, their combination of human expertise with digital precision is a win for their client base.
“I firmly believe you need a digital platform collecting data and other information in real time, directly from the sources. And provide clients access to this information via portal and app, anytime, anywhere,”
Graber concludes.
“For us at Alpine, this platform is QPLIX.”