Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Family-office technologyRebalancing and tradingConsolidated reportingFamily-office accounting and GLClient portals
QPLIX
Wealth platform for family offices, wealth managers and private banks: reporting, accounting, trading
Munich, BY, DEFounded 2012qplix.com
What it does
QPLIX is a German wealth management software platform built for single and multi-family offices, independent wealth and asset managers, private banks, corporate treasury teams and foundations. It grew out of family office work and is designed for complex ownership structures and portfolios across many asset classes.
The platform combines consolidated reporting and analytics with accounting and tax workflows, rule-based automation, trade order management and rebalancing, client portals and a mobile app. It receives direct data feeds from a long list of European, Swiss and international banks, connects to market data and ESG providers, and exports to accounting ledgers. Recent releases added a new report builder and AI-assisted transaction processing.
QPLIX GmbH was founded in 2012 in Munich by Kai Linde, Philipp Pötzl and Mathias Lindermeir. It opened a Zurich subsidiary, QPLIX AG, in 2025, is registered with BaFin as an account information service provider, and reports more than 170 staff across Munich, Frankfurt and Zurich.
Best for
- Serves
- Family offices, Asset managers, Banks and trust companies
Features
- Consolidated multi-asset reporting
- Accounting and tax reporting automation
- Trading and portfolio rebalancing
- Client portal and mobile app
- Direct bank data feeds
- ESG analytics
- Multi-currency, multi-language reports
Pricing and deployment
- Deployment
- Cloud
Integrations
Custodians supported
- BNY Mellon
- Deutsche Bank
- Goldman Sachs
- HSBC
- Interactive Brokers
- J.P. Morgan
- Julius Bär
- LGT
- Lombard Odier
- Morgan Stanley
- Northern Trust
- Pictet
- Saxo Bank
- UBS
Integrations
- DATEV
- Salesforce
- SAP
- SWIFT
- Xero
Data feeds
- ISS ESG
- LSEG
- Moody's
- S&P Dow Jones Indices
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