CORYX vs QPLIX GmbH Comparison

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Coryx, family office software, portfolio management software, consolidated reporting software

CORYX

Category
Portfolio Management

CORYX iO is a German-based investment management platform which covers all bankable and non-bankable assets for single and multi family offices, asset and wealth managers, funds, foundations and banks. Through individualisation, risk monitoring, accounting and automated corporate actions, the platform provides a comprehensive evaluation.

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QPLIX

QPLIX GmbH

Category
Consolidated Reporting

QPLIX, based in Germany, offers an all in one next-generation SaaS solution working across consolidated reporting, governance, compliance, risk and portfolio management, trading, data aggregation and Impact/ESG reporting. Handling the full range of asset classes and complex legal structures, it supports all internal and external roles involved in asset management.

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Company
Employees

11-50

Revenue

-

Founded

2001

Ownership

Owned by management

Incorporated

Germany

Locations

Coburg (Germany)

Top 5 Markets

Germany

Total AUM

$100B

Avg. AUM per client

$15M


50-100


-


2012


Owned by management


Germany


Munich & Frankfurt am Main


  • Austria
  • Germany
  • Monaco
  • United Kingdom
  • Switzerland


>$120B


-

Client
Focus

Multi-Family Offices

All segments

  • UHNWIs
  • Single-Family Offices
  • Financial advisors
  • Fund managers
  • Banks

Number

  • 1 Bank
  • 375 Financial Advisors
  • 125 SFOs/MFOs
  • 6,000 users


Single family offices


  • Multi family offices
  • Trusts, Foundations
  • Administrators
  • Pension funds
  • Investment funds
  • Robo Advisors
  • Tax Advisors
  • Institutionals


-

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • CRM
  • Compliance
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management

Top features

  • Non-bankable and bankable asset management
  • On the Fly Consolidation on several levels
  • Flexible reporting
  • Risk control: strategy and restriction checks
  • Performance calculation and analysis
  • Allocation analysis & rebalancing
  • Workflow ordering
  • Workflow controlling
  • Liquidity management
  • Workflow automatic reporting

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Insurances

Compliance

MiFID II

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Governance, Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Real-Time Analytic
  • Asset Classes
  • Reporting
  • Client Portal
  • Document Management
  • Accounting


  • 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


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

  • HTTPS encrypted connections

  • Code Signing Certificate

  • Function authorization roles

  • Data access authorization roles

  • Queries secured with JWT token

  • SonarQube

  • Data historization

Ecosystem

  • Microsoft
  • Linux
  • Java
  • Compatible with Microsoft, Mac, Linux, Solaris; AWS, Azure; Database Oracle or PostgreS; WildFly, JCache & Infinispan or WebLogic & Coherence

Integrations

  • DMS
  • CRM

Mobile App

Yes


SaaS


  • 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


Microsoft


  • Refinitiv
  • Salesforce
  • DATEVDOMUS Software AG
  • Microsoft
  • Navision
  • MS Office
  • IDnow
  • Raisin
  • Abacus


Yes

Simple solutions for complex times.