Is Germany among the biggest losers in global business competition? And how do Germans invest? Time for facts! Once again we have answered these questions (and many more) together with Institut für Vermögensaufbau (IVA) AG based on an anlaysis of more than 62.000 real #portfolios - in the broadest data-supported analysis of the investment behavior of independent German #assetmanagers. The results are summarised in the study "Trendmonitor Vermögensverwaltung (#TMVV) 2024". The core finding: is worrying. #tmvv #wealthmanagement #assetmanagement #assetallocation #investing #wealthtech Read more: Trendmonitor 2024: Germany is losing the trust of its own investors / German capital is migrating abroad https://lnkd.in/dz4fXSNX
QPLIX | Wealth Management Software
Softwareentwicklung
München, Bayern 7.283 Follower:innen
Family Offices, VVs, Stiftungen, Fonds, Versicherer und Privatbanken vertrauen auf QPLIX als Digitalplattform-Partner.
Info
QPLIX entwickelt und betreibt eine hochmoderne Software as a Service Plattform für das Vermögensmanagement. Unsere Kunden verwalten weltweit täglich Assets im Wert von über 120 Milliarden Euros über QPLIX. Sie nutzen QPLIX für das Management aller Bestandteile ihres Vermögens, welches von Aktien, Anleihen, Private Equity Funds und Immobilien bis hin zu einzigartigen Assets, wie Kunst und Sammlerstücken oder sogar Flugzeugen und Golfplätzen reicht. QPLIX hilft Ihnen bei der Analyse der Performance und der zugrunde liegenden Buchhaltungsprozesse all dieser liquiden und illiquiden Assets. Experten und unsere Kunden schätzen unsere Plattform als moderne, sichere, hochflexible und einfach zu verwendende Lösung zur Verwaltung von komplexen Vermögen. Ein agiler Entwicklungsprozess sowie eine hochentwickelte Tool Chain werden zum Management der Entwicklung und des Deployments eingesetzt. Wir hosten unsere eigenen Server in hochsicheren Datenzentren, über welche monatlich Millionen von Transaktionen verarbeitet werden.
- Website
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https://www.qplix.com
Externer Link zu QPLIX | Wealth Management Software
- Branche
- Softwareentwicklung
- Größe
- 51–200 Beschäftigte
- Hauptsitz
- München, Bayern
- Art
- Privatunternehmen
- Gegründet
- 2012
- Spezialgebiete
- SaaS Software, Wealth Management Software, Fintech, Vermögensverwaltung Software, Family Office Software, Private Banking, Wealthtech und Software Development
Produkte
QPLIX | The Digital Wealth Management Platform
Software für die Anlagenverwaltung (EAM)
The wealth management software QPLIX brings financial asset managers the digital boost they need to stay competitive. The digital platform covers all liquid as well as illiquid asset classes and supports complex legal entity structures. A high-performance database consolidates data from all kinds of sources (multiple bank and custody accounts, stock exchange services, indices, and scorings, etc). Preconfigured processes support all internal and external roles involved in asset management. QPLIX prepares and visualizes all relevant data for analysis and makes it accessible via web-based dashboards. You can generate meaningful financial PDF reports in your corporate design at the push of a button. Your clients will love having their investment information at hand in the QPLIX mobile apps. Managers always keep an overview and can adjust asset allocation at any time. QPLIX significantly improves efficiency and transparency and meets the highest demands on customer experience.
Orte
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Primär
Nußbaumstr. 12
München, Bayern 80336, DE
Beschäftigte von QPLIX | Wealth Management Software
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Christoph Wendel
Driving Growth and Innovation in Wealth Management and Tech | Crafting Teams for Future Success | Empowering Potential, Unleashing Success
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Laura Schwingenstein
Client Success Lead Switzerland
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Fabian Schmittmann, CFA
Manager | CST Business Lead
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Taylor Castle
Principal FinTech Consultant @ QPLIX | Wealth Management Software
Updates
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Webinar von QPLIX | Wealth Management Software & SK Family Office: Von der Vermögensstrategie zur Performance (in deutscher Sprache). Individuelle Vermögensstrategien in einzelne Aufgaben übersetzen, Risiken überwachen und Performance messen. Wann: 23.10.2024, 10Uhr Kostenlose Anmeldung unter: https://lnkd.in/dXYJubJU #wealthmanagement #wealthtech #assetmanagement #familyoffice #fintech
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Wie legen deutsche Vermögensverwalter das Geld ihrer Kunden an? Hier geht's zur Webinar-Anmeldung: https://lnkd.in/dA2N9p8B und hier zum Download der Studie: https://lnkd.in/df4hEb7j Alles natürlich kostenlos. Wir freuen uns auf eine spannende Diskussion! #vermögensverwaltung #wealthmanagement #assetmanagement #tmvv #wealthtech Capital Magazin IVS Institut für Vermögensstrukturierung Institut für Vermögensaufbau (IVA) AG
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#bits&QPLIX2024: For a Munich-based #wealthtech company #wiesn is the place to go these days. No international speakers, no workshops or pitches - just a couple of Qlleagues and lots of fun. #aboveandbeyond #fintechcareers
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🌟 Exciting News! 🌟 We are thrilled to announce that our team member Sabrina will be taking the stage at UNICORNS IN TECH SUMMIT 2024 to share insights on influencing a workplace culture that allows for diversity! 🎤✨ Sabrina has been working at QPLIX since 3 years and has driven real change in our organization by leveraging a drastically open dialogue (and of course rocking software engineering projects in our Reporting & Analytics team). 🚀 📅 12.10.2024 | BERLIN | UNICORNS IN TECH SUMMIT Don't miss this opportunity to be inspired by Sabrina to make a difference within your own organization. Let's champion diversity together! 💪❤️ #DiversityAndInclusion #WorkCulture
👾 Nerd alert! UNICORNS IN TECH SUMMIT 2024 is coming, and it’s packed with insights that techies like us can’t miss 🦄📡 Here’s what’s on the agenda: ⚙️ Erica Wolf (she/her) will unpack how to harness diversity already present within your dev teams with her talk “Bringing out the diversity in your existing Development Team”. Expect frameworks and strategies grounded in psychological safety to boost performance while embracing diversity 🤖🏳️🌈 🌐 Tech meets travel in Theodora Chatzipavlidis (she/her)’s keynote, “Beyond Borders: Tech as an enabler for queer empowerment and global networking” 🚀🌍 A deep dive into AI-driven travel platforms like travelout and how tech can reshape the travel experience for queer communities. Algorithms that empower, anyone? 👩💻 In “Queer Eye for UI,” Ariane Podlesny (she/her) will explore how queer perspectives unlock fresh angles in UX design 🧠 She’ll showcase how personal identity can be the secret sauce to creativity and problem-solving in design workflows. 🔧 If you’ve ever wondered how to influence workplace culture from the ground up, Sabrina Kynast (she/her) has the answers with “Brutal Honesty: Hacking your employer's workplace culture”. This one's about leveraging open dialogue to drive real change. 💬🔓 Get ready to nerd out, take notes, and level up! 🧑💻👩💻 And if you haven´t got your FREE ticket yet: Look into the comments, you´ll find a link there! #UITS24 #UnicornsInTech #TechForChange #LGBTQinTech #DiversityInTech #FutureOfWork
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How did German independent asset managers perform? Webinar with more exclusive insights on October 8 For our joint study “Trendmonitor Vermögensverwaltung (#tmvv) 2024" we have again analysed 62,000 real client portfolios of more than 120 independent #assetmanagers. The results can be found in Capital Magazin or downloaded free of charge on our homepage. There are some insights though, that have not yet been published: The analyses of the performance and investment behavior of the analysed #wealthmanagers are not available anywhere else. They are presented exclusively in a webinar organized by IVS Institut für Vermögensstrukturierung and Capital Magazin . Take advantage of this knowledge and register for free: https://lnkd.in/duCwiwH3
Trendmonitor Vermögensverwaltung
institut-vermoegensstrukturierung.de
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The new QPLIX #Bank Connection Add-On feature streamlines the process of setting up bank connections, creating a seamless user experience and increasing operational efficiency for customers. The Add-on streamlines the process of setting up custodian data feeds into QPLIX system. It is the first in a planned series of many Add-ons, and an important step towards simplifying connections with all banks in the future. Using the intuitive set-up wizard, users can send pre-formulated email requests to the bank and thus initiate the implementation of the data feed through precise instructions. #wealthtech #wealthmanagement #fintech #digitalbanking #ecosystems Read more about our new Bank Connection Add-on at: Bank Connection Add-on https://lnkd.in/dEUZfBi2
Bank Connection Add-on
insights.qplix.com
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In an interview with SPHERE Swiss Financial Arena Sener Arslan, CFA explains how QPLIX intends to establish itself as a leading #PMS provider in the important Swiss #wealthtech market. "We also want to play a leading role in the Swiss market." https://lnkd.in/dur8P9hN market.
"We also want to play a leading role in the Swiss market"
insights.qplix.com
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As we bid farewell to summer, we’re are happy to welcome our new colleagues joining us in September. Let’s turn this season of change into a season of growth! Welcome, Calypso D. - Consultant Ji Tang - Consultant Luca Schwarzfischer - Infrastructure team #fintechcareers #fintech #wealthmanagement #qplix #aboveandbeyond
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QPLIX on tour at EAMDay 2024 in Zurich: Sener Arslan, CFA with a speech on increasing #operationalefficiency and successful scaling for EAMs and Philipp Pötzl participating in a discussion on "#KünstlicheIntelligenz – ein Wendepunkt in der #Vermögensverwaltung". #EAMdays #EAMD2024 #WealthManagement #FinTech #wealthtech SPHERE Swiss Financial Arena