QPLIX for

Foundations & Non-Profit Organisations

The asset managers of Foundations and Non-Profit Organisations typically make use of a wide range of asset classes and financial service providers. In addition to liquid assets, they are increasingly investing in more complex asset classes such as real estate and private equity. Since they are navigating complex regulatory requirements to comply to tax laws and charitable giving regulations, and balance social impact objectives with financial performance goals, it is vital that they have a complete view of their portfolios to reliably invest and forecast.

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QPLIX was the only system that was not only able to consolidate all of our data, but also to develop a customised feature for our requirements.

Dietmar Bühler

Foundation Director

One of countless reasons...

Smart Scaling by Streamlining Operations

QPLIX automises essential, yet time-consuming workflows to reduce administrative burden, allowing you to focus on the foundation's goals rather than operational challenges.

From market data feeds to transaction entry, from ad-hoc analyses to customised reporting, our plattform reliably reduces manual processes. Integrated accounting and reconciliation mechanisms aim directly at foundations' needs for accuracy and transparency, making QPLIX an ideal partner.

One of countless reasons...

Tailored Accounting

From the initial setup, our integrated accounting engine ensures full transparency and traceability across all portfolios. Knowing about the specific requirements of our foundation and non-profit clients, it is customisable in each degree. Once set up, you can rely on our automated accounting entry creation.

Paired with extensive reporting functionalities and metrics designed to analyse all kinds of fees and taxes, our clients are enabled to comply to all regulatory requirements and easily communicate with auditors and stakeholders. Various export formats allow for seamless data transfer to and processing in other software solutions.

One of countless reasons...

Stakeholder Management

With several end user interfaces, we minimise barriers in communication, enabling you to stay in touch with your stakeholders and provide outstanding experience. Digital portals, a Wealth App and of course traditional PDF reporting can be tailored to match your own brand, while relying on our high-performance solutions, resulting in a strengthend customer relationship.

Our integrated document management can be used to manage relevant information about your customers centrally within the software, and sharing this information with them if needed. Reduce administrative effort and focus on building long-lasting relationships.

One of countless reasons...

Data Security

Data security is crucial for foundations managing sensitive information. QPLIX maintains the highest security standards by hosting data on privately managed servers in certified data centers, using advanced encryption and strict authentication protocols to protect against unauthorised access.

Our service model minimises your IT responsibilities while ensuring robust protection and safeguarding the confidentiality of your financial data.

Our Customers

Banks

"With ‘Private Port powered by QPLIX’, we offer independent asset managers an innovative and powerful portfolio management system as part of our custodian bank offering. Our system is the ideal basis for simple multi-bank consolidation for our clients who also act as family offices or contact partners for their clients in all situations."

Katja Kühn

Managing Director

Family Office

"Investment managers today face three key challenges: First, understanding the investment in depth and understanding the investment as part of a portfolio. Secondly, analysing and understanding change and making the right decisions. And challenge number three: Explaining it to clients. What we have with QPLIX is the perfect software to really meet these challenges."

Florian Hoffman

Chief Operational Officer

Wealth Management

"Partnering with QPLIX has enabled LIQID to deliver world-class investment solutions to our clients. Their scalable software has streamlined core processes like order management, reporting, and analysis, allowing us to focus on best-in-class asset management."

Johannes Gamroth

Managing Director

Tax & Wealth Management

"We use QPLIX in particular to give our clients a glimpse into the future. Our customers are not just looking for a reporting tool, but a technology that enables them to implement their business models. This means: no retrospective confirmation of data, but a strategic tool for future planning."

Rainer Kröll

Founding Partner

Wealth Accounting & Reporting

"No new customer without QPLIX! Digital competence is one of the most important essential success factors in competition today. Especially where classic asset reporting meets the digital possibilities of today, completely new perspectives arise for asset owners and decision-makers."

Alexander Etterer

Managing Director

Wealth Research & Consulting

"We regularly analyse a large number of real client portfolios of independent asset managers as part of the Germany's Top Asset Managers study. Together with our technology partner QPLIX, we have now taken the next step by using this huge wealth of data on asset allocation for an anonymised trend analysis with the new Trendmonitor Vermögensverwaltung."

Andreas Ritter

CEO

Pension Funds

"We are able now to offer clients a fully integrated mid- and back-office service experience that can level with the integrated offerings of more custodian-like services and that as well enables a seamless online experience across desktop and mobile devices."

Quintin Van Wijk

Director

Foundation & Non-Profits

"Our demands are very specific: we manage the assets of the Deutscher Caritasverband e.V. and its foundations. The seamless integration of our transaction data into SAP was particularly important to us. QPLIX was the only system that was not only able to consolidate all of our data, but also to develop a customised feature for our requirements. Despite the complexity of the project, we felt well advised right from the start. The result: a customised solution from which we as Caritas and QPLIX will benefit in the long term."

Dietmar Bühler

Foundation Director

The whole universe of wealth management

Managing wealth is becoming more and more complex. QPLIX knows about all aspects and has already solved many challenges. Our ambition is to decode the universe of wealth, and we have come a long way on this journey. We love to share our solutions.