QPLIX GmbH vs Etops 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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Etops, family office software, portfolio management software, consolidated reporting software

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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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

-


  • 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)
Simple solutions for complex times.