+
+

Related Products

  • gtechna
    19 Ratings
    Visit Website
  • Nexo
    18,666 Ratings
    Visit Website
  • Aesthetic Insight
    10 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • D&B Connect
    188 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • Arlo Training Management Software
    243 Ratings
    Visit Website

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.

About

With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance

Audience

Financial institutions searching for a solution to manage, streamline and improve their wealth business and investment strategies

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/

Company Information

QPLIX
Germany
www.qplix.com

Alternatives

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
Summit

Summit

Summit Wealth Systems
Assetmax

Assetmax

Fimax AMS
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics

Categories

Wealth Management Supported

Categories

Family Office Supported
Wealth Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Objectway and update features and information
Claim Objectway and update features and information
Claim QPLIX and update features and information
Claim QPLIX and update features and information