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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 Contemi Wealth Intelligence?

Wealth Intelligence (WIN) provides an extensive array of fully integrated solutions designed for front, middle, and back office wealth management, specifically tailored for asset and wealth management firms. By utilizing this unified system, these firms can oversee all aspects of their operations from a single platform, which negates the necessity for multiple separate systems. A bank guarantee serves as a financial commitment from a lending institution, assuring that a debtor will fulfill their obligations. This financial assurance enables customers or debtors to purchase products, obtain equipment, or secure loans with greater confidence. The necessity for an advanced Guarantee Management System is critical, particularly one that prioritizes digital automation and ensures smooth integration among various parties, such as debtors, agents, and risk carriers, to boost operational effectiveness. Contemi's Bank Guarantee Management System stands out as a premier solution to meet this modern requirement, offering rapid and straightforward customization options for products that meet specific industry demands. With its intuitive interface, this platform proves to be an essential asset for organizations aiming to optimize their guarantee management workflows, ultimately leading to improved performance and satisfaction in their operations.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Contemi Solutions

Company Location

United States

Company Website

contemi.com

Categories and Features

Categories and Features

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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