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

  • $120 billion+

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 250 million

Client
Focus

Single-family offices

Serves also

  • Multi-family offices
  • Trusts and foundations
  • Administrators
  • Pension funds
  • Investment funds
  • Robo-advisors
  • Tax advisors
  • Institutionals

Number

-


  • Single-Family Offices
  • Individual Wealth Owners


  • Multi-Family Offices
  • Fund Managers
  • Financial Advisors
  • Banks
  • Trustees


  • 150+

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 and monitoring
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow analyzer/future cashflows reporting
  • Private equity reporting
  • Legal structure overview
  • Setup delegate users with partial access


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Any asset class is supported
  • 40+ types of bankable and non-bankable assets


  • 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
  • 2FA and 3FA available
  • For more, please see: https://sec3d.altoo.io


  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana


  • Accounting software
  • Portfolio management systems


  • Yes