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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.
Description
Nucore has launched the data handout module within TRAACS, designed to help FCM partners seamlessly and accurately transfer completely precise data about their clients to FCM ClientBank Connect. Now, FCM client information in TRAACS integrates directly with FCM’s ClientBank reporting platform, enabling mutual clients to manage TMC bookings and payments in one centralized location. With TRAACS, we aim to reduce the common human errors and challenges that FCM partners experienced when striving for a fully automated and flawless data exchange to the FCM ClientBank. The ClientBank Connect platform serves as a powerful reporting and analytics tool, empowering FCM clients to analyze and convert their data into savings, enhancements, and broader travel benefits. Furthermore, FCM ClientBank presents an extensive array of pre-defined reports that provide a comprehensive overview of clients' travel activities, reservations, and financial expenditures, while also giving clients the flexibility to create personalized reports and dashboards tailored to their specific needs. This advancement in data management is expected to streamline operations and enhance decision-making for all stakeholders involved.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
QPLIX
Country
Germany
Website
www.qplix.com
Vendor Details
Company Name
Nucore Software Solutions
Founded
2008
Country
India
Website
www.traacs.in/
Product Features
Product Features
Travel Agency
Central Reservation System
Customer Database
Flight Booking
GDS / OTA Integration
Itinerary Creation
Marketing Management
Payment Processing
Promotions Management
Quote Management
Rental Car Reservations
Single / Group Reservations
