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
>$120B
Avg. AUM per client
-
50-100
-
2010
- Owned by management
- External investors
Switzerland
- Altendorf
- Zurich
- Bratislava
- Lviv
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
$68bn
-
Client
Focus
Single family offices
Serves also
- Multi family offices
- Trusts, 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)