QPLIX

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

QPLIX is ranked #4 of 81 in portfolio management software on Inferse, made by QPLIX (Munich, Germany). It runs on Android, API, iOS, macOS, Self-hosted, Web, Windows.

Compared on portfolio management software

Consolidated reporting: Yesqplix.com
Investment accounting: Yesqplix.com
Entity management: Yesqplix.com
Document management: Yesqplix.com
Workflow automation: Yesqplix.com
Data import methods: automatedqplix.com

Facts

Purpose: QPLIX is wealth management software for consolidating and managing portfolios and assets.qplix.com · 29 Sept 2026
Core functions: The platform combines reporting and client relationship management with accounting, analytics, trading and client interfaces.qplix.com · 29 Sept 2026
Accounting and tax: Its rule-based accounting system creates accounting entries automatically when transactions enter the system, and supports exporting entries to other accounting systems.qplix.com · 29 Sept 2026
Reporting: Reporting tools provide near-real-time asset information in multiple languages and currencies, with configurable layouts and automated report creation and distribution.qplix.com · 29 Sept 2026
Client access: QPLIX offers customizable and predefined client portals, plus tablet and smartphone apps, with options for client-specific branding.qplix.com · 29 Sept 2026
Integrations: The ecosystem includes bank data feeds, market data providers, service partners, networks, integrated formats and ordering partners; named formats include Salesforce, SAP and Xero.qplix.com · 29 Sept 2026
Security and hosting: The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 certification.qplix.com · 29 Sept 2026
Regulatory status: QPLIX GmbH says it is registered as an account information service provider with Germany’s BaFin.qplix.com · 29 Sept 2026
AI and data: QPLIX says its AI features automate routine tasks without third parties touching customer data.qplix.com · 29 Sept 2026
Supported environments: QPLIX-Q runs in a web browser on any operating system; the page lists Chrome and Firefox as currently supported browsers.qplix.com · 29 Sept 2026
Excel add-in: QPLIX offers an Excel add-in supported on Windows, macOS and major web browsers.qplix.com · 29 Sept 2026
Support: Clients seeking advice can contact their client success team or general support at [email protected].qplix.com · 29 Sept 2026
Intended customers: QPLIX says it serves family offices, wealth managers, banks, treasury departments, foundations and other institutional investors.qplix.com · 29 Sept 2026
Pricing and sales: The public site invites prospective customers to book a personalized meeting or demo; it does not state a software price on the pages reviewed.qplix.com · 29 Sept 2026
Purpose: QPLIX is a wealth management platform for managing portfolios across asset classes, built from family office expertise.qplix.com · 30 Sept 2026
Core tools: The platform combines reporting, CRM, accounting, analytics, trading and client interfaces.qplix.com · 30 Sept 2026
Reporting: It provides customizable reporting with near real-time asset information in multiple languages and currencies.qplix.com · 30 Sept 2026
Accounting and tax: Transactions generate accounting entries automatically, and accounting data can be exported in multiple formats.qplix.com · 30 Sept 2026
Trading: QPLIX provides integrated trading and rebalancing tools for portfolio management and order execution.qplix.com · 30 Sept 2026
Client access: QPLIX offers two web portals, a tablet interface and a mobile app for client reporting.qplix.com · 30 Sept 2026
Integrations: Its ecosystem lists bank data feeds, market data providers, service partners, networks, integrated formats and ordering partners, including SAP, Salesforce, SWIFT and FIXHUB.qplix.com · 30 Sept 2026
Browser requirements: QPLIX-Q runs in a web browser on any operating system and currently supports Chrome and Firefox versions no older than six months.qplix.com · 30 Sept 2026
Excel add-in: QPLIX offers an Excel add-in supported on Windows, macOS and major web browsers.qplix.com · 30 Sept 2026
Security: The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 standards.qplix.com · 30 Sept 2026
Regulatory status: QPLIX GmbH is registered with BaFin as an account information service provider.qplix.com · 30 Sept 2026
Support: Existing clients can contact QPLIX support at [email protected].qplix.com · 30 Sept 2026
Availability: Prospective customers can request a tailored demo after an initial conversation about their needs.qplix.com · 30 Sept 2026
Customers: QPLIX identifies family offices, wealth managers, banks, treasury departments and foundations as customer groups.qplix.com · 30 Sept 2026
Notable integration condition: The listed KBC Bank Private Banking Wealth Management feed is available to selected clients subject to an approval process.qplix.com · 30 Sept 2026