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

>$120B

Avg. AUM per client

-


11-50


-


2010


  • Owned by management
  • Key staff also have ownership


Switzerland


  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich


  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong


$40B


$600M

Client
Focus

Single family offices

Serves also

  • Multi family offices
  • Trusts, Foundations
  • Administrators
  • Pension funds
  • Investment funds
  • Robo Advisors
  • Tax Advisors
  • Institutionals

Number

-


Financial advisors


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


  • 6 banks
  • 66 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


  • Sage BOB 50 (accounting)
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Bearing Point (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Other software on request


Yes

Simple solutions for complex times.