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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Description

Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuide
SmartOffice

Integrations

MoneyGuide
SmartOffice

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AdvisoryWorld

Founded

1987

Country

United States

Website

www.advisoryworld.com

Vendor Details

Company Name

QPLIX

Country

Germany

Website

www.qplix.com

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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