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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 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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support 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

$25 per month
Free Version Supported
Free Trial 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 Supported
In Person Not Supported

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

Family Office Supported
Wealth Management Supported

Categories

Integrations

Acorns Not Supported
Betterment Not Supported
CITI Unify Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
EquatePlus Not Supported
Firstrade Not Supported
HTX Not Supported
Interactive Brokers Not Supported
Kraken Not Supported
Robinhood Not Supported
Shareworks Not Supported
SoFi Not Supported
Stash Not Supported
TD Ameritrade Not Supported
Tangerine Not Supported
Vanguard Not Supported
Wealthfront Not Supported
Wells Fargo Business Checking Not Supported
tastytrade Not Supported

Integrations

Acorns Supported
Betterment Supported
CITI Unify Supported
Charles Schwab Supported
Coinbase Supported
EquatePlus Supported
Firstrade Supported
HTX Supported
Interactive Brokers Supported
Kraken Supported
Robinhood Supported
Shareworks Supported
SoFi Supported
Stash Supported
TD Ameritrade Supported
Tangerine Supported
Vanguard Supported
Wealthfront Supported
Wells Fargo Business Checking Supported
tastytrade Supported
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