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QPLIX
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
Your Software to Master Wealth Management
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Founded
2012
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Location
Germany (Frankfurt and Munich)
United Kingdom
Verified
Verified
Not verified
Categories
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Consolidated ReportingCRMPortfolio Management
Services
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Target Segments
Fund managerIndependent financial or investment advisorMulti-family officeSingle-family office
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
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Client Types
SFOMFOWealth ManagersBanksFinancial AdvisorsConsultanciesInsurersTax Advisors
—
Provider Type
Technology ProvidersTagline
Your Software to Master Wealth ManagementFounded
2012Location
Germany (Frankfurt and Munich)Verified
VerifiedCategories
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officeSingle-family office
Regions Served
—Client Types
SFOMFOWealth ManagersBanksFinancial AdvisorsConsultanciesInsurersTax Advisors
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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