sign inFinlight 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.
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 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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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