sign inQPLIX GmbH vs CORYX Comparison
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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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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