+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Nexo
    18,780 Ratings
    Visit Website
  • CoinStats
    101,129 Ratings
    Visit Website
  • EZO AssetSonar
    118 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Filecamp
    178 Ratings
    Visit Website
  • Project Insight
    122 Ratings
    Visit Website

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.

About

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Financial advisors looking to increase engagement and collaborate with their clients

Support

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

Support

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

API

Offers API Not Supported

API

Offers API 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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

QPLIX
Germany
www.qplix.com

Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.

Alternatives

Wealthbox

Wealthbox

Starburst Labs
Assetmax

Assetmax

Fimax AMS

Categories

Family Office Supported
Wealth Management Supported

Categories

Family Office Supported

Integrations

No info available.

Integrations

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