QPLIX GmbH vs Finartis 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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finartis, family office software, portfolio management software, consolidated reporting software

Finartis

Category
Consolidated Reporting

Finartis Wealth Management is a Swiss Fintech company that offers an integrated suite of financial applications with investment automation from decision-making to financial statements. Functionality includes accounting, risk and portfolio management, data aggregation, trading, compliance, CRM, and consolidated reporting tools and solutions.

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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


5M+


2016


Owned by management


Switzerland


  • Lausanne
  • Dubai
  • Singapore
  • Manila

  • Switzerland
  • United States of America
  • Singapore
  • United Arab Emirates

USD 500B+


USD 2B

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


  • Multi family offices
  • Fund managers
  • Banks

31

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
  • Risk Management
  • Data Aggregation
  • Trading (execution on platform)
  • Portfolio Management
  • Compliance
  • CRM
  • Consolidated Reporting

  • Accounting
  • Cash Projection
  • Alternative investments
  • Custodian interfaces
  • Philanthropy Management
  • Analytics, Risk Management
  • Collateral Monitoring
  • Compliance
  • Consolidation

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles

  • MiFID II
  • GDPR
  • UCITS

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

  • SAAS

  • Encrypted Data
  • VPN Secured Network
  • User Authentication Full audit trail of users activity
  • Alerts in case of abnormal activity

  • Java
  • Linux
  • Microsoft
  • Google

  • Office 365
  • Bloomberg
  • Factset

Yes

Simple solutions for complex times.