QPLIX GmbH
QPLIX offers an all-in-one solution, readily available, consolidating all asset and owner structures, to enhance high quality investment decisions.
QPLIX delivers next-generation SaaS solutions for family and investment offices, wealth management, banks, and asset manager. The wealth management software is engineered to handle the full range of asset classes and complex legal entity structures. It optimally supports all internal and external roles involved in asset management to deliver precise results in a challenging and ever-changing environment.
What sets QPLIX apart?
"We believe comprehensive and detailed information is the basis for sound decisions. We strive to simplify complex processes and structures, enabling you to make faster and more efficient decisions."
Christoph Wendel
Product
Get an overview of what this software does.
Main tasks
- Accounting
- Consolidated reporting
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (orders only)
- Data aggregation
- Risk management
- Impact/ESG reporting
Top features
- Real-time analytic
- Asset classes
- Reporting
- Client portal
- Document management
- Accounting
Assets supported
- Private equity
- Bankable assets
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
- Direct Investments
- Forests
- Winery
- Art
- Planes
- Crypto currencies
- Horses
- Any liquid/illiquid asset
Compliance
- MiFID II
- GDPR
Whitelabel
- Yes
Type Of Software
- SaaS
Security
- Servers in high-security data centres
- Operations & maintenance of all servers executed by QPLIX
- Mirroring of all data at two parallel locations
- QPLIX cooperation partner is ISO27001 certified
- 2-factor-authentication and personalized QPLIX access (AD Integration and/or SSO Integration upon request)
- Daily backup, segregated and encrypted
- Compliant with BAFIN VAIT (insurance supervisory requirements for IT) requirements
Ecosystem
- Microsoft
Integrations
- Refinitiv
- Salesforce
- DATEVDOMUS Software AG
- Microsoft
- Navision
- MS Office
- IDnow
- Raisin
- Abacus
Mobile App
- Yes
Type of data
- Transaction level data
Accuracy
- Daily automated reconciliation from multiple custodian feeds
- Enriching and verifying data feed with independent market data (e.g. refinitiv)
- Continuously checking data consistency, plausibility checks on the delivered data streams and transaction data
Custodians
- 100+
Time to new custodian
- Between 2 weeks and 3 months
Multi-currency
- Set multiple base currencies
- Separate holding level p&l from currency p&l based on transaction data structure and analyse based on reporting currency, investment currency and risk currency (may be defined as a basket of currencies)
Cost structure
AUM based
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 50-100
Founded
- 2012
Ownership
- Owned by management
Incorporated
- Germany
Locations
- Munich
- Frankfurt am Main
Top 5 Markets
- Austria
- Germany
- Monaco
- United Kingdom
- Switzerland
Total AUM
- $120 billion+
Focus
Single-family offices
Serves also
- Multi-family offices
- Trusts and foundations
- Administrators
- Pension funds
- Investment funds
- Robo-advisors
- Tax advisors
- Institutionals
Available upon request
Request ReferencesHow QPLIX describes their clients?
"Qplix provides a wide range of services to a substantial and diversified client base that includes high-net-worth individuals, families, foundations/endowments, asset managers as well as financial institutions."
Support & services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
In system support ticketing
Key account management
Pricing of support
Free support
On use basis
Based on SLA
Onboarding
This is highly dependent on the complexity of the project and the specific client requirements regarding reporting or accounting.
Customisation
PDF reporting
Client portal views
App software usage
Assets
Accounting
Transactions
Tagging
General data
Benchmarking
Alerts
Thresholds
KPIs/Risk measures
Allocation
Bespoke development
Bespoke solutions can be implemented.
Added services
Software developmen
Data migration
Services and consulting
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