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QPLIX

QPLIX

Your Software to Master Wealth Management

Germany (Frankfurt and Munich)
Founded 2012
Technology Providers

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

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About QPLIX

QPLIX is a SaaS wealth management platform built to bring clarity, control, and structure to complex investment environments. It empowers family offices, wealth owners, and institutional investors to manage multi-asset portfolios and intricate ownership structures within a single, unified system.

Designed for a world where wealth spans across asset classes, jurisdictions, and generations, QPLIX replaces fragmented tools and manual processes with one central source of truth. All assets, entities, and stakeholders are seamlessly connected, enabling full transparency and control at every level.

The platform combines advanced portfolio management with integrated reporting, accounting, and data aggregation capabilities. Supporting both liquid and alternative investments, QPLIX handles even the most sophisticated structures with precision, delivering consistent, accurate, and decision-ready insights.

From investment controlling to client reporting and operational workflows, QPLIX connects everyone involved in managing wealth. By automating processes and ensuring data integrity across the entire ecosystem, it significantly increases efficiency while reducing complexity and operational risk.

QPLIX provides the infrastructure modern wealth management demands: powerful, scalable, and built to deliver clarity in an increasingly complex financial world.

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More Details

AttributeDetails
CategoriesAccounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
FeaturesAbility to Whitelabel, Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App
Target SegmentsFund manager, Independent financial or investment advisor, Multi-family office, Single-family office

What QPLIX’s clients say

No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers.

Alexander Etterer, Managing Director, Reportify

Documents

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At a Glance

Deployment

Cloud (SaaS), white-label available

Security

ISO 27001-certified infrastructure providers

Data Hosting

Privately managed European data centers (Germany presumed)

Custodian Feeds

120+ custodian bank interfaces

Asset Classes

All asset classes

AI Capabilities

Amanda Assistant — AI Q&A and process automation; AI document management

Contact

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Featured in

Family Office Software & Technology Report 2025

Locations

AustriaGermanyMonacoSwitzerlandUnited Kingdom

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