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QPLIX GmbH vs CORYX 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
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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CORYX
Category
Portfolio Management
CORYX iO is a German-based investment management platform which covers all bankable and non-bankable assets for single and multi family offices, asset and wealth managers, funds, foundations and banks. Through individualisation, risk monitoring, accounting and automated corporate actions, the platform provides a comprehensive evaluation.
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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
-
2001
Owned by management
Germany
Coburg (Germany)
Germany
$100B
$15M
Client
Focus
Single family offices
Serves also
- Multi family offices
- Trusts, Foundations
- Administrators
- Pension funds
- Investment funds
- Robo Advisors
- Tax Advisors
- Institutionals
Number
-
Multi-Family Offices
- UHNWIs
- Single-Family Offices
- Financial advisors
- Fund managers
- Banks
- 1 Bank
- 375 Financial Advisors
- 125 SFOs/MFOs
- 6,000 users
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
- Accounting
- Consolidated Reporting
- CRM
- Compliance
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Non-bankable and bankable asset management
- On the Fly Consolidation on several levels
- Flexible reporting
- Risk control: strategy and restriction checks
- Performance calculation and analysis
- Allocation analysis & rebalancing
- Workflow ordering
- Workflow controlling
- Liquidity management
- Workflow automatic reporting
- Bankable assets
- Private equity
- Real estate
- Rare collectibles
- Insurances
MiFID II
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
- Serviced Software
- SAAS
- Fully Standalone
HTTPS encrypted connections
Code Signing Certificate
Function authorization roles
Data access authorization roles
Queries secured with JWT token
SonarQube
Data historization
- Microsoft
- Linux
- Java
- Compatible with Microsoft, Mac, Linux, Solaris; AWS, Azure; Database Oracle or PostgreS; WildFly, JCache & Infinispan or WebLogic & Coherence
- DMS
- CRM
Yes
