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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 Elysys Wealth?

Elysys Wealth is a portfolio management and investment accounting solution for family offices, institutional investors, and financial organisations managing complex portfolios. Built natively on Microsoft Dynamics 365 Business Central, it brings investment operations and financial accounting together in one integrated Microsoft-based environment. The solution supports a wide range of asset classes, including equities, bonds, funds, derivatives, private equity, and alternative investments. It helps teams manage positions, transactions, cash, and accounting data, with features such as automatic position aggregation, cash forecasting, custom reporting, and automated data feeds from banks, brokers, and custodians. Elysys Wealth connects front-, middle-, and back-office activities so investment and finance teams do not have to rely on separate systems for portfolio management and accounting. Keeping these processes within the same Business Central environment can reduce manual reconciliation, limit spreadsheet dependency, and provide a clearer view of financial and investment data. The platform is particularly suited to organisations with multiple entities, complex ownership structures, diverse asset classes, and demanding reporting requirements. It supports day-to-day portfolio oversight, accounting, cash management, and reporting from one platform. Elysys Wealth can also be used alongside the wider Elysys suite, including Elysys Loans, Elysys Analytics, Elysys Financial Gateway, and Elysys Multi-Company. Together, these applications extend Business Central with lending management, analytics, bank and custodian connectivity, and multi-entity capabilities. For organisations looking to replace fragmented investment tools and disconnected spreadsheets, Elysys Wealth provides a more integrated way to manage portfolios and accounting on Microsoft Dynamics 365 Business Central.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Power BI

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
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

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Risk Management

Private Equity

Not specified

Wealth Management

Not specified

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