Audience

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

About QPLIX

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.

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Company Information

QPLIX
Germany
www.qplix.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

QPLIX Frequently Asked Questions

Q: What kinds of users and organization types does QPLIX work with?
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QPLIX Product Features