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QPLIX | Wealth Management Software

Computer Software · München, Bayern
Website: www.qplix.com

QPLIX digitizes the management of complex financial assets. The Wealth Management Platform's customer groups include family o ... ffices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX maps the entire range of liquid and illiquid asset classes and supports even highly complex legal entity structures. To improve consistency, transparency, and efficiency, it integrates all relevant data from various sources such as multiple bank accounts and portfolios, stock market data and ratings, etc., into one single source of information. QPLIX supports users with investment policy and loss threshold monitoring. The SaaS-based solution enables managers and clients to securely access their asset reporting and real-time analytics via web browsers and apps at any time. The company was founded by Kai Linde, Philipp Pötzl and Mathias Lindermeir. The team consists of over 70 software and financial experts at the Munich and Frankfurt locations. https://www.qplix.com read more

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