CORYX vs QPLIX GmbH Comparison

You are looking for alternatives to CORYX. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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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

-

Total AUM

  • $100 billion
Avg. AUM per client

  • $15 million

  • 50-100

-


  • 2012

  • Owned by management

  • Germany

  • Munich
  • Frankfurt am Main

  • Austria
  • Germany
  • Monaco
  • United Kingdom
  • Switzerland

  • $120 billion+

-

Client
Focus

  • Multi-family offices
All segments

  • Individual wealth owners
  • 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 and 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
  • FIDLEG/FINIG
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
  • Business process outsourcing
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.