+
+

Related Products

  • Sage Intacct
    7,410 Ratings
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website
  • Nexo
    16,471 Ratings
    Visit Website
  • CoinStats
    101,202 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • EZO AssetSonar
    102 Ratings
    Visit Website
  • OANDA
    52,335 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

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

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

Traders interested in a solution to get insights into their portfolio and performance

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

$25 per month
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

Utluna
United States
utluna.com

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.

Alternatives

Assetmax

Assetmax

Fimax AMS
StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Integrations

Bitstamp
Betterment
Binance
BoardWorks
CITI Unify
Charles Schwab
E*TRADE
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Poloniex
Robinhood
Shareworks
Tangerine
TradeStation
Vanguard
Wealthfront

Integrations

Bitstamp
Betterment
Binance
BoardWorks
CITI Unify
Charles Schwab
E*TRADE
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Poloniex
Robinhood
Shareworks
Tangerine
TradeStation
Vanguard
Wealthfront
Claim QPLIX and update features and information
Claim QPLIX and update features and information
Claim Utluna and update features and information
Claim Utluna and update features and information