QPLIX GmbH vs Finartis 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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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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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
-
The company was founded in 1986 and was acquired by Valsoft Corporation Inc. in 2021.
Finartis has a small team of around 50 employees led by the CEO, Jean Luc Freymond.
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
- Office 365
- Bloomberg
- Factset
Yes
