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QPLIX vs Sharpfin Family Office Suite

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QPLIX

6.6#5 in family office software
AndroidiOSWebAPI
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What both publish

FactQPLIXSharpfin Family Office Suite
Founded2012LinkedIn states that Sharpfin was founded in 2014.
HeadquartersMunich, GermanySharpfin lists its address as Vasagatan 10, 111 20 Stockholm.
IntegrationsIts ecosystem lists bank data feeds, market data providers, service partners, networks, integrated formats and ordering partners, including SAP, Salesforce, SWIFT and FIXHUB.Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows.
PurposeQPLIX is a wealth management platform for managing portfolios across asset classes, built from family office expertise.Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance.
ReportingIt provides customizable reporting with near real-time asset information in multiple languages and currencies.Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports.

QPLIX plans

No prices published.

Sharpfin Family Office Suite plans

  • Fund manager examplePriced on request
  • Discretionary manager examplePriced on request
  • Sharpfin Family Office SuitePriced on request
  • Sharpfin Wealth Management SuitePriced on request

Pick QPLIX if…

QPLIX is aimed at family offices, wealth managers, banks, treasury departments, foundations and other institutional investors. It may suit organizations that need portfolio accounting, reporting and client access in one system.

Pick Sharpfin Family Office Suite if…

It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.

Charts they share