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 manageme... nt. 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.
QPLIX WEALTH MANAGEMENT SOFTWARE
Social Links:
Industry:
Asset Management B2B Finance Financial Services FinTech Personal Finance SaaS Software Wealth Management
Founded:
2012-01-01
Address:
München, Bayern, Germany
Country:
Germany
Website Url:
http://www.qplix.com
Total Employee:
101+
Status:
Active
Contact:
+49 89 998 271 600
Email Addresses:
[email protected]
Total Funding:
0
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Current Employees Featured
Founder
Investors List
Deutsche Bank
Deutsche Bank investment in Corporate Round - QPLIX Wealth Management Software
Official Site Inspections
http://www.qplix.com Semrush global rank: 3.83 M Semrush visits lastest month: 3.46 K
- Host name: qpx-c1v1.qplix.com
- IP address: 202.61.243.104
- Location: Australia
- Latitude: -33.494
- Longitude: 143.2104
- Timezone: Australia/Sydney
