QPLIX GmbH vs Etops 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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Etops
Category
Consolidated Reporting
Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.
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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
- $120 billion+
Avg. AUM per client
-
- 50-100
-
- 2010
- Owned by management
- External investors
- Switzerland
- Altendorf
- Zurich
- Bratislava
- Lviv
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
- $68 billion
-
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
- Independent advisors
- Fund managers
- Banks
- 70+
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
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (orders only)
- Data aggregation
- Risk management
- Impact/ESG reporting
- Consolidated reporting
- Regulatory compliance
- Comprehensive portfolio analytics
- Risk management
- Private equity & non-bankable reporting
- Sustainability analytics & ESG reporting
- Interactive dashboards
- Attractive mobile apps
- Workflow management
- Ecosystem with intelligent marketplace
- Compliance (MiFID II, GDPR, UCITS, AIFMD)
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
-
- 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
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
- Microsoft
-
- Yes (iOS & Android)
In the media
