+
+

Related Products

  • Sage Intacct
    8,335 Ratings
    Visit Website
  • CoinStats
    101,095 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Nexo
    17,001 Ratings
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • EZO AssetSonar
    112 Ratings
    Visit Website
  • Filecamp
    175 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

Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Banks, asset managers, and family offices needing a tool to analyze multi‑asset portfolios securely

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QPLIX
Germany
www.qplix.com

Company Information

Swimbird
Founded: 2018
Sweden
www.swimbird.com

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.

Alternatives

Allvue

Allvue

Allvue Systems
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

No info available.

Integrations

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