Queplix

QPLIX GmbH operates as a specialized software-as-a-service (SaaS) provider in the wealth management technology sector. The company was established in Munich, Germany, in 2012 by Kai Linde, Philipp Pötzl, and Mathias Lindermeir. The founders' journey originated from their direct experience within a German single-family office, where they identified significant inefficiencies and fragmentation in existing wealth management systems. This first-hand knowledge of the challenges in managing complex, multi-asset portfolios, which often involved cumbersome reliance on spreadsheets and disparate software, spurred the creation of the QPLIX platform.

The firm's core business revolves around its comprehensive software platform designed to serve as a 'single source of truth' for managing intricate asset portfolios. It caters to a diverse clientele across the EMEA region, including single and multi-family offices, independent wealth and asset managers, private banks, institutional investors, foundations, and corporate treasury departments. Revenue is generated through a SaaS model, providing clients with access to the platform's extensive capabilities. The business has demonstrated significant traction, managing over €300 billion in assets on its platform and securing strategic minority investments from Deutsche Bank in 2020 and global tech investment firm Partech in 2024.

The QPLIX platform is engineered to handle the entire spectrum of liquid and illiquid assets, from stocks and bonds to real estate and private equity, consolidating all data into a unified database. Key features include real-time portfolio analysis, performance and risk metrics, extensive benchmarking, and customizable reporting, which can be accessed via a web portal or a mobile app. The system automates numerous back-office and accounting functions, offering multi-currency consolidation and rule-based accounting to enhance efficiency and accuracy. For investment teams, it incorporates a trading and rebalancing engine to execute decisions directly within the platform while ensuring compliance with individual investment guidelines. For relationship managers, it provides a centralized system for client information and document management to streamline communication and service. The platform's API also allows for flexible integration with external systems, creating a more cohesive ecosystem for its users.

Keywords: wealth management software, asset management, family office, portfolio management, financial technology, SaaS, investment accounting, liquid assets, illiquid assets, reporting & analytics