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What is QPLIX?

Collaborating with QPLIX empowers banks to transform their wealth management offerings through a significant digital overhaul in portfolio management. By doing so, we unveil numerous opportunities and support the creation of innovative business models. Offer your clients a cutting-edge digital experience that encompasses the management of both non-bankable assets and those housed at other financial institutions, catering to your most valued clientele. Utilize your current resources to broaden your business reach and attract a wider array of clients. Our platform, specifically engineered for portfolio management, consolidates all vital elements, such as accounts, custodians, various asset classes, investment parameters, and distribution across multiple countries, currencies, and ownership formats. No matter how complex the situation, you'll maintain a holistic view of each client's total assets, which is crucial for conducting precise analyses and making informed forecasts. This feature allows you to fine-tune your investment approaches, suggest suitable products, and maximize your share of clients' wallets. Additionally, QPLIX enhances collaboration not only with your clients but also among your team members and external service providers, fostering a more unified strategy for wealth management. This collaborative spirit ultimately strengthens client relationships and elevates the overall quality of service that you provide. By embracing this innovative partnership, you position your bank as a leader in the evolving landscape of wealth management.

What is AdvisoryWorld?

Our robust API facilitates the development of advanced user experiences, gaining the trust of leading investment advisors who depend on AdvisoryWorld’s web applications to improve their wealth management strategies. Users are empowered to explore and assess investment prospects based on a wide array of criteria, such as asset classification, manager experience, performance indicators, and specific investment styles. Investments can be compared effectively through diversification and performance metrics that include Asset Allocation, Hypothetical Historical Performance, as well as various Modern Portfolio Theory metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be conducted using indicators such as P/E Ratio, Duration, Expense Ratio, and geographic elements like Country and Region, along with Sector and Equity Overlap, all while complying with Standardized Returns requirements set forth by FINRA. The platform simplifies the creation of customizable Asset Fact Sheets and facilitates side-by-side investment comparisons in a user-friendly manner. With institutional-level financial modeling tools seamlessly integrated into an intuitive interface, users can easily build and evaluate portfolios. Moreover, the platform provides in-depth analysis on how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates influence portfolio performance over time, ultimately delivering a holistic wealth management solution that caters to diverse client needs. This ensures that advisors can tailor their recommendations with precision, enhancing the overall investment experience for their clients.

Media

Media

Integrations Supported

MoneyGuidePro
SmartOffice

Integrations Supported

MoneyGuidePro
SmartOffice

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

QPLIX

Company Location

Germany

Company Website

www.qplix.com

Company Facts

Organization Name

AdvisoryWorld

Date Founded

1987

Company Location

United States

Company Website

www.advisoryworld.com

Categories and Features

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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