QPLIX GmbH vs Finartis 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

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.

Finartis

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.

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

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, Foundations
Administrators
Pension funds
Investment funds
Robo Advisors
Tax Advisors
Institutionals

Number

Single family offices

Multi family offices
Fund managers
Banks

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

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QPLIX GmbH vs Finartis 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

Finartis

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Insights

Companies

QPLIX GmbH vs Finartis 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

Finartis

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.