
QPLIX
Your Software to Master Wealth Management
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Looking for a specific capability?
Talk to a Simple advisor.
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.
Video
More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App |
| Target Segments | Fund 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, ReportifyDocuments
Sign in to view documents
Create a free account to access QPLIX’s documents and full profile.
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
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
Compare
Alternatives to QPLIX
Compare QPLIX to similar providers side by side.

SEI – Archway Platform℠
Technology Providers

Ycharts
Technology Providers

WIZE by TeamWork
Technology Providers

Wealthworks+
Technology Providers
Compare with another provider
Looking for other service providers?
Browse More Providers