getquin vs QPLIX

getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.

QPLIX is wealth management software for consolidating and managing portfolios and assets. It brings reporting, client relationship management, accounting, analytics, trading and client interfaces together. Its rule-based accounting creates entries when transactions arrive and can export them to other accounting systems. Reporting presents near-real-time asset information in multiple languages and currencies, with configurable layouts and automated report creation and distribution. Clients can use predefined or customized portals, tablet and smartphone apps, and client-specific branding. Integrated trading and rebalancing tools support portfolio management and order execution. The integration ecosystem includes bank data feeds, market data providers, service partners and formats such as Salesforce, SAP and Xero. QPLIX-Q runs in a browser on any operating system; Chrome and Firefox are supported if no more than six months old. The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 certification. Pricing is on request, and prospective customers can request a tailored demo after an initial conversation.