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QPLIX
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Your Software to Master Wealth Management
The all-in-one Wealth & Asset management IT platform
Founded
2012
2010
Location
Germany (Frankfurt and Munich)
Luxembourg
Verified
Verified
Verified
Categories
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
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—
Target Segments
Fund managerIndependent financial or investment advisorMulti-family officeSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—
—
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
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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