Katharina Simon's Colleagues at QPLIX GmbH
Katharina Simon's Contact Details
Munich,Bavaria,Germany
QPLIX GmbH
Katharina Simon's Company Details
QPLIX digitizes the management of complex financial assets. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX maps the entire range of liquid and illiquid asset classes and supports even highly complex legal entity structures. To improve consistency, transparency, and efficiency, it integrates all relevant data AND documents from various sources such as multiple bank accounts, market data, and ratings (incl ESG scores) into one single source of information. QPLIX supports users with investment policy and loss threshold monitoring. The SaaS-based solution enables managers and clients to securely access their asset reporting and real-time analytics via web browsers and apps at any time. The company was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir in Munich, Germany. Today, the team of over 70 software and financial experts serves clients all over the world, with assets under QPLIX management exceeding 120 bn €.