QPLIX vs Snowball Analytics
QPLIX
qplix.comSnowball Analytics
snowball-analytics.comSide by side
| Figure | QPLIX | Snowball Analytics |
|---|---|---|
| Price from | — | $6.67/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 0 | 7 |
| Spec score · Portfolio Management Software | 7.9 (#37) | 8.9 (#5) |
| Founded | 2012 | 2021 |
| Headquarters | Munich, Germany | Lyon, France |
| Purpose | QPLIX is a wealth management platform for managing portfolios across asset classes, built from family office expertise. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Security | The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 standards. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | Existing clients can contact QPLIX support at [email protected]. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Plans
Snowball Analytics
- FreeFree
- Starter$7.99 a month
- Investor$14.99 a month
- Investor$149.99 a year
- Expert$24.99 a month
- Expert$249.99 a year
- Starter$79.99 a year
In their own words
QPLIX
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.
Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance, and monitor dividends. It supports stocks, ETFs, funds, cash accounts, and custom assets such as deposits and real estate, across more than 70 exchanges and 30 currencies. Users can connect to over 1,000 brokers, import reports from 15 brokers, or bring in statements and CSV files. Performance tools account for fees, dividends, and trades, and include IRR calculations, benchmarking, risk analysis, diversification, and rebalancing. Dividend features include tracking, payout records, calendars, yield calculations, and forecasting; dividend ratings are on paid plans. The Free plan includes one portfolio, 10 holdings, one custom holding, and one watchlist. A 14-day trial includes paid features without a credit card, after which users move to Free. Monthly plans are 7.99 USD for Starter, 14.99 USD for Investor, and 24.99 USD for Expert. It is available on web, Android, and iOS.