QPLIX vs Wealthfolio
QPLIX
qplix.comWealthfolio
wealthfolio.aiSide by side
| Figure | QPLIX | Wealthfolio |
|---|---|---|
| Price from | — | $2.99/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | Yes |
| Plans published | 0 | 5 |
| Spec score · Portfolio Management Software | 7.9 (#37) | 8.6 (#9) |
| Purpose | QPLIX is a wealth management platform for managing portfolios across asset classes, built from family office expertise. | Wealthfolio is a local-first, open-source investment tracker and personal finance app. |
| Support | Existing clients can contact QPLIX support at [email protected]. | Self-hosting documentation directs users to Discord, GitHub Issues and the AGPL-3.0 source repository for help and source access. |
Plans
Wealthfolio
- Basic$2.99 a month
- Essentials$7.99 a month
- Duo$12.99 a month
- Plus$24.99 a month
- Wealthfolio coreFree
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.
Wealthfolio
Wealthfolio has no write-up on Specifiction yet; its figures are above.