Finlight vs QPLIX GmbH Comparison

You are looking for alternatives to Finlight. 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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finlight, family office software, portfolio management software, consolidated reporting software

Finlight

Category
Consolidated Reporting

UK-based Finlight makes investment reporting data easy to analyze and integrate through their platform that executes consolidated reporting, data aggregation, portfolio and risk management, and trading. A peer-enriched reporting dashboard also allows for portfolios' benchmarking against those of community peers.

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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

$300k

Founded

2016

Ownership

  • Owned by management
  • Clients are also owners
  • Key staff also have ownership

Incorporated

United Kingdom

Locations

  • London
  • Brussels

Top 5 Markets

  • Belgium
  • Germany
  • Luxembourg
  • United Kingdom
  • Switzerland

Total AUM

$5B

Avg. AUM per client

-


50-100


-


2012


Owned by management


Germany


Munich & Frankfurt am Main


  • Austria
  • Germany
  • Monaco
  • United Kingdom
  • Switzerland


>$120B


-

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

Number

  • 10 single family offices
  • 2 multi family offices
  • 2 pension funds
  • 1 asset manager
  • 1 trustee, 1 aggregator


Single family offices


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


-

Product
Main tasks

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

Top features

  • Automated PE/VC reporting data extraction
  • Automated pdf reporting statement extraction
  • Central, front office-like, position keeping with integrated order creation tools
  • With the following optional features
  • Upload into third party software (Bloomberg, LinksAnalytics)
  • PE cash-flows planning
  • Peers-enriched, consolidated dashboard
  • Portfolio risk and performance analysis

Assets supported

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

Compliance

GDPR

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

SaaS

Security

  • Secure server in Switzerland with multiple firewalls
  • Two cyber security companies to test and monitor our security on a daily basis
  • Anonymous client information
  • Dual security login with clear access

Ecosystem

Java
Linux

Integrations

  • Bloomberg <PORT>
  • Links Analytics
  • In-house systems
  • Automatically learning data conversion dictionary

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.