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Description

Submit your BOI Report swiftly and effortlessly using our cutting-edge software. Crafted by licensed attorneys and certified public accountants, FileForms guarantees the security you can trust, unparalleled assistance, and solutions customized to fit your requirements. Starting from January 1, 2024, it is mandatory for all domestic and international companies formed in, or registered with, any of the 50 US states to adhere to the updated Beneficial Ownership Information (BOI) reporting regulations set forth by the Financial Crimes Enforcement Network (FinCEN) under the Corporate Transparency Act (CTA). Ensure you’re prepared and compliant with these new regulations to avoid potential penalties.

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

No details available.

Integrations

No details available.

Pricing Details

$199 per year per entity
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

FileForms

Founded

2023

Website

fileforms.com

Vendor Details

Company Name

QPLIX

Country

Germany

Website

www.qplix.com

Product Features

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