QPLIX GmbH vs Altoo Comparison

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

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.

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Company
Employees

50-100

Revenue

-

Founded

2012

Ownership

Owned by management

Incorporated

Germany

Locations

Munich & Frankfurt am Main

Top 5 Markets

  • Austria
  • Germany
  • Monaco
  • United Kingdom
  • Switzerland

Total AUM

>$120B

Avg. AUM per client

-


11-50


-


2017


  • Owned by management
  • Key staff
  • Clients


Switzerland


Zug


  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong


As the data is encrypted, Altoo is not in the position to calculate this data.


CHF 250m

Client
Focus

Single family offices

Serves also

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

Number

-


Individual Wealth Owners


  • Single family offices
  • Multi family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees


Statistics and reference clients available upon requests

Product
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


  • Consolidated Reporting
  • Governance
  • Data Aggregation
  • Risk Management
  • Document Management
  • Task Management
  • Secure Communication


  • Consolidation of bankable and non-bankable assets
  • Asset Allocation overview
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


GDPR


Yes

Technology
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


SaaS


  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io


Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana


  • Accounting software
  • Portfolio Management Systems


Yes

Simple solutions for complex times.