QPLIX

Wealth management software built inside a family office, grown to serve all of Europe.

Technology Firm Accounting Client Portals Compliance Consolidated Reporting Data Integration Performance Reporting Portfolio Analytics Portfolio Management Reporting Automation Trading 📍 Munich SaaS
Visit Website Last reviewed: April 2026

Overview

QPLIX was founded in 2012 by three investment professionals who were working inside a German single-family office. That origin is not incidental: the platform was designed from the start to handle the complexity that family offices actually face, including multi-entity ownership structures, illiquid and alternative assets alongside listed securities, and the need to communicate clearly with principals who want insight without operational noise.

Today, QPLIX sits at over EUR 300 billion in assets managed on the platform, with more than 170 staff across Munich, Frankfurt, and Zurich. Deutsche Bank holds a minority stake and uses the platform to power its Private Port offering for independent asset managers. Clients include single and multi-family offices, private banks, wealth managers, pension funds, and foundations across the EMEA region. The platform releases approximately 25 new versions per year, developed in direct collaboration with clients.

For a family office evaluating vendors, the practical scope of QPLIX covers:

  • Consolidated reporting across liquid and illiquid assets including private equity, real estate, luxury assets, and direct holdings
  • Integrated accounting with country-specific tax and audit reporting, plus multi-format export to external accounting systems
  • Automated trading and rebalancing with direct bank connectivity via FIX protocol
  • AI-assisted document management and transaction processing, with data kept on privately managed European servers under ISO 27001 certification
  • White-labeled client portals and a branded mobile app for principal-facing communication

Pricing is not disclosed publicly, and the platform’s breadth means implementation complexity should be expected for smaller offices without dedicated operational staff. Offices looking for a narrowly scoped point solution will find QPLIX over-specified, but those managing complex multi-asset, multi-entity portfolios and wanting a single system of record will find few alternatives with comparable depth built from actual family office practice.

"We understand family offices because we started in one. Our software is designed to handle complex portfolios and ownership structures with ease."
QPLIX

Product & Capabilities

Main Tasks
Consolidated multi-asset portfolio management across liquid and illiquid holdings Automated accounting, tax, and audit reporting with multi-country support Client reporting and communication via portals, tablet interface, and branded mobile app Trading order management and automated portfolio rebalancing Data consolidation from multiple custodian banks and third-party platforms Performance analytics and risk monitoring across the full portfolio
Assets Supported
Listed equities Fixed income Private equity Real estate Luxury assets Direct holdings Alternatives Illiquid assets Cryptocurrencies / digital assets (not explicitly confirmed) Cash and liquidity instruments
Top Features
Near-real-time reporting in multiple currencies and languages Integrated trading and rebalancing engine with FIX protocol connectivity AI-assisted document management and transaction processing Two web-based client portals plus tablet and mobile app with white-label options Rule-based accounting and tax automation with country-specific configuration Over 350 performance and risk metrics More than 100 data interfaces for bank and market data feeds ESG scoring and sustainability analytics SWIFT network membership for transaction processing Add-on Store with integrations including KYC Spider and Canoe Intelligence
Technology
SaaS ISO 27001 ISAE 3402 BaFin registered AISP SWIFT member
Platform
Mobile App White-label Available German English
Integrations
Deutsche Bank Private Port KYC Spider Canoe Intelligence FIXhub.net Windata / konfipay SAP SWIFT network EBICS standard

Company

OwnershipVenture-backed; Deutsche Bank holds a minority stake (strategic investor); otherwise independent
Total AUM / AssetsEUR 300 billion+
LanguagesGerman · English
Offices
Munich Frankfurt Zurich
Top Markets
Germany Switzerland Austria United Arab Emirates United Kingdom
Key People
KL
Kai Linde
Co-Founder and Co-CEO
PP
Philipp Pötzl
Co-Founder
ML
Mathias Lindermeir
Co-Founder
SA
Sener Arslan
Regional Director Switzerland

Clients & Focus

Firm Type Technology Firm
AUM / Assets TrackedEUR 300 billion+

Support & Onboarding

Support Options
Dedicated Customer Success Teams (CSTs), QPLIX Academy training sessions (basic and advanced, single or multi-day), personalised demos