QPLIX | Wealth Management Software

We've got some new #AI-based features coming up in QPLIX. This is going to really make our customers' lives easier with better support for their daily activities and some new ways to interact with their portfolios. This video gives you a sneak peek. Learn more about our platform at https://lnkd.in/d9ePnjCm #wealthmanagement #wealthtech Philipp Pötzl

Thanks for the mention, Payment & Banking - PBA Experts GmbH. An #ecosystem strengthens the performance of each player - especially those that are at the starting point of the #customerjourney and who have direct #customeraccess. When it comes to #wealthmanagement and #portfoliomanagement we are constantly searching for the best partners that help us offer the best possible #userexperience. For our customers, QPLIX is the single source of truth for the management of complex portfolios. Take a look at our network of partners for bank & market data, ordering, or #fintech services: https://lnkd.in/dGNM4Csi #singlesourceoftruth #wealthtech

We warmly welcome our newest Q-lleagues. It's great to have you here! Florian Orbach (Working Student) Maximilian Lupperger (Consultant | CST3): “Hi there! My name is Max, I'm 28 years old and I'm from Munich. For the last three years, I have been part of both the Client Success Team and the Operations Team at Scalable Capital, but now I'm really excited to start my new journey as a Consultant at QPLIX, to take on new challenges and to get to know you all. One fact about me: I initially worked in the music & events industry before moving into the financial sector.” Marco R. (Product Owner | Digital Broker Management): “Hi Q-llegschaft (lovely pun!), I'm Marco and am joining the Digital Brokerage Management team as a product owner. Originally from Hamburg, I moved to Munich 10 years ago for university and have been working at Maltego -- a cybersecurity/data visualization scale-up -- for the past 4 years building out their go-to-market IT systems. Think CRM, billing and payment systems, webshop etc. I enjoy playing tennis and soccer, love bubble tea, and am already looking forward to the next ice-dipping season in the Isar!"

In an increasingly complex world it is becoming more and more difficult to maintain an overview. This also applies to #wealthmanagement, especially when it invloves managing complex financial portfolios across different asset classes and in branched family structures. What helps is a view from above. With the help of technology, or quite literally. More on this soon, here. SK Family Office #turmbergdurlach

QPLIX on tour, part 2: Philipp Pötzl and Claire Stephan at #TechQuartier in Frankfurt where they participated in the Open Network Event on the state of #EmbeddedFinance. Philipp joined a discussion with Joris Hensen, Deutsche Bank, and  Martin Schaffranski, DWS Group moderated by Friedhelm A. Schmitt, fincite - Wealth Management Software.

Kai Linde on tour, this time speaking at an exclusive event hosted by Ownly FinTech GmbH in Berlin. His presentation on “Software and Digitalisation in Family Offices in the Digital Age” shed light on how innovative #AI-driven solutions are transforming #familyoffice operations. This topic is at the forefront of industry trends, emphasizing the critical role of #digitalisation in #wealthmanagement. The event, hosted by Ownly CEO Dr. Nicholas Ziegert featured several engaging presentations, such as: - "How is the 'NextGen' involved in the development of family offices?" by Christian Stadermann, CEO of BeeWyzer GmbH - "Cash flow-driven #assetallocation - what role can ELTIFs play in this?" by Robin Binder, CFO of NAO - "#ImpactInvesting" by Andreas Rickert, CEO of Ready 4 Impact Catch a glimpse of our brandnew QPLIX AI features in our video: https://lnkd.in/dbqJzWYF #WealthManagement #AI #FamilyOffice #Digitalisation #ELTIF

When it comes to #wealthmanagement and #wealthcontrolling, many players focus heavily on reports about the past or, at most, the status quo. But what if investors and asset holders are becoming increasingly more interested in the future? For example, to ensure #cashflowplanning even for complex #portfolios with a share of #privateequity or #venturecapital funds? Our answer: Software-supported modelling, a lot of human expertise - and the best partners available. More coming soon...

Congratulations to all awarded #wealthmanagers! The best get better with QPLIX! Thanks to Capital Magazin, private banking magazin Institut für Vermögensaufbau (IVA) AG, Andreas Ritter, Dr. Robert Strauch. Looking forward to a more detailed follow-up in our next market study #tmvv. In the meantime find last year's edition at: https://lnkd.in/dmk-pmSz

Congratulations, BV & P Vermögen AG! The best get better with QPLIX | Wealth Management Software!

Unlocking Excellence in #WealthManagement: Read an interview on our blog with Alexander Ruis from SK Family Office. His promise to his clients: #transparency and #discipline. Since 2011, SKFO has been a pioneer in providing first-class, customized services, leveraging QPLIX | Wealth Management Software to ensure seamless and comprehensive #assetmanagement. Highlights: - Personal Client Relationships: SKFO’s strength lies in aligning wealth management with the unique circumstances and plans of each family, ensuring close personal relationships and tailored solutions according to their individual long-term investment goals. - Technological Backbone: Embracing QPLIX since 2019, SKFO has transformed its operational capabilities, managing all asset classes with precision and transparency. Outsourcing hosting and IT security to QPLIX means that SKFO can focus fully on their core business. - Strategic Discipline: Adhering to clear rules and targets, SKFO emphasizes the importance of disciplined strategy execution, especially during market fluctuations, safeguarding long-term wealth preservation. Read the full interview at: https://lnkd.in/dYhKV9_x #WealthManagement #FamilyOffice #AssetManagement #FinancialServices #Portfoliomanagement #Wealthtech