QPLIX GmbH vs Altoo Comparison

You are looking for alternatives to QPLIX GmbH. Here you can compare the best investment management software and other family office technologies based on our annual benchmark and comparison surveys

QPLIX GmbH

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.

Altoo

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.

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

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

Individual wealth owners

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

100+

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

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)

GDPR

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

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

In the media

Simple solutions for complex times.

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QPLIX GmbH vs Altoo Comparison

You are looking for alternatives to QPLIX GmbH. Here you can compare the best investment management software and other family office technologies based on our annual benchmark and comparison surveys

QPLIX GmbH

Category

Consolidated Reporting

Altoo

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Companies

Community

QPLIX GmbH vs Altoo Comparison

You are looking for alternatives to QPLIX GmbH. Here you can compare the best investment management software and other family office technologies based on our annual benchmark and comparison surveys

QPLIX GmbH

Category

Consolidated Reporting

Altoo

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.