QPLIX | Wealth Management Software
The digital platform partner of choice for family offices, private banks, financial intermediaries and institutions.
The digital platform partner of choice for family offices, private banks, financial intermediaries and institutions.
QPLIX | Wealth Management Software
QPLIX is the digital platform partner of choice for family offices, foundations, IFAs, insurers & private banks.
QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX maps the entire range of liquid and illiquid asset classes and supports even highly complex legal entity structures. To improve consistency, transparency, and efficiency, it integrates all relevant data AND documents from various sources such as multiple bank accounts, market data, and ratings (incl. ESG scores) into one single source of information. QPLIX supports users with investment policy and loss threshold monitoring. The SaaS-based solution enables managers and clients to securely access their asset reporting and real-time analytics via web browsers and apps at any time.
The company was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir in Munich, Germany. Today, the team of over 100 software and financial experts serves clients all over the world, with assets under QPLIX management exceeding 180 bn €.
On 09 March 2020, Deutsche Bank made a Corporate Round investment in QPLIX.
Industries: B2B, Finance, Financial Services, Fintech, SaaS, Wealth Management| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Corporate Round | Unknown | 1 |
|
09 Mar 2020 |
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