QPLIX

QPLIX is a fintech solution designed to provide wealth and asset management capabilities for businesses of various sizes. According to the vendor, this platform offers full control over complex portfolios and a comprehensive overview of all asset classes. QPLIX is utilized by professionals and industries such as family offices, private banking institutions, independent wealth and asset managers, insurance companies and pension funds, as well as foundations and non-profit organizations.

Key Features

360° overview of all asset classes: According to the vendor, QPLIX provides users with a comprehensive view of all asset classes, including liquid, illiquid, and alternative investments. This feature aims to offer a holistic overview of the entire portfolio.

Full control of complex portfolios: The vendor claims that QPLIX allows users to have complete control over complex portfolios by managing different asset classes, investment guidelines, and ownership structures. This feature is intended to ensure effective management of all aspects of the portfolio.

Consolidates market and transaction data: According to the vendor, QPLIX consolidates market and transaction data from various sources, providing users with accurate and up-to-date information. This feature aims to facilitate better decision-making based on real-time data.

Powerful analytics capabilities: QPLIX offers advanced analytics functions, allowing users to perform in-depth analysis of their portfolios. According to the vendor, users can slice and dice data in various dimensions and access a wide range of metrics for performance evaluation.

Seamless, fully integrated workflows: The vendor claims that QPLIX streamlines processes and improves efficiency with its seamless and fully integrated workflows. This feature includes automated accounting, reporting, and controlling, as well as integrated ordering, payment, and document management.

Automated back office processes: According to the vendor, QPLIX automates back office processes, reducing manual work and improving accuracy. This feature includes automating accounting tasks, synchronizing transaction data, and managing document workflows.

Accessible anytime and anywhere: QPLIX is designed to be accessible anytime and anywhere, allowing users to access their portfolios and perform tasks on-the-go. This feature aims to provide flexibility and convenience for users.

Integrated client wealth app and dashboards: QPLIX offers a client wealth app and dashboards, providing a digital customer experience. According to the vendor, clients can access their personal wealth information, view dashboards, and receive personalized reports through the app.

PDF reports to share over any channel: QPLIX allows users to generate customized PDF reports that can be easily shared with clients or stakeholders. According to the vendor, these reports can be tailored to specific requirements and branding.