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QPLIX GmbH vs Etops Comparison
You are looking for alternatives to QPLIX GmbH. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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)
