QPLIX GmbH vs CORYX 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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Coryx, family office software, portfolio management software, consolidated reporting software

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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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

-


  • 2001

  • Owned by management

  • Germany

  • Coburg (Germany)

-


  • $100 billion

  • $15 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

-


  • Multi-family offices

  • Individual wealth owners
  • 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
  • FIDLEG/FINIG

  • 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
  • Business process outsourcing

  • 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
Simple solutions for complex times.