QPLIX GmbH vs Wize by TeamWork 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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WIZE Logo

WIZE by TeamWork

Category
Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

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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

-


  • 1000+

-


  • 2010

  • Owned by management
  • Key staff also have ownership

  • Switzerland

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • France

  • $120 billion

  • $600 million
Client
Focus

Single-family offices

Serves also

  • Multi-family offices
  • Trusts and foundations
  • Administrators
  • Pension funds
  • Investment funds
  • Robo-advisors
  • Tax advisors
  • Institutionals
Number

-


  • Financial advisors

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

  • 8 banks
  • 100 family offices/advisors/fund managers
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

  • Data aggregation
  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Trading (order only)
  • Risk management

  • Consolidated reporting
  • CRM/KYC
  • Document management
  • Trading (FIX or PDF)
  • Compliance (AML, MiFID2, FinSA, FIDLEG)
  • Risk management
  • Performance management
  • Fees invoicing and controlling
  • E-banking & mobile app
  • Profitability
  • Multi-custodian data feeds

  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards

  • MiFID II
  • FinSA/FinIA
  • 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

  • Serviced software
  • SAAS
  • Fully standalone

  • 2 factors authentication
  • SSL encrypted connection
  • Industry standard back-ups rolling plan (DRP & BCP tested plans)
  • Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
  • ISO 27001 certified

  • Java
  • Linux

  • Refinitiv World-Check
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Regnology (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Credit Suisse (product risk classification)
  • Other software on request

  • Yes
Simple solutions for complex times.