QPLIX Wealth Management Software

FINANCIAL ASSET MANAGEMENT NEEDS A DIGITAL UPGRADE As in consumer banking, where fintechs and neobanks are setting the pace, wealth management is under increasing pressure to innovate. Clients expect easy access to their investment information about at any time, just as they are used to from their apps in everyday life. At the same time, the business is becoming increasingly complex and dynamic. And that’s coupled with increasing cost pressure. There is no way around digitizing wealth management. The wealth management software QPLIX brings family offices, RIAs, foundations, private banks and investment funds an enormous innovation boost. The digital platform covers all liquid as well as illiquid asset classes and supports complex legal entity structures. A high-performance database consolidates data from a wide variety of sources (Multiple bank and custody accounts, stock exchange services, indices and scorings, etc.). Preconfigured processes support all internal and external roles involved in asset management. QPLIX prepares all relevant data for analysis and makes it available via web and app-based dashboards or in reports. Managers as well as clients always have an overview of all investments and can adjust allocation or strategy at any time. Digitizing wealth management with QPLIX brings enormous efficiency gains and maximum transparency.