Get the latest insights on the best way to transform your banking experience.
Get the latest insights on the best way to transform your banking experience.
Get the latest insights on the best way to transform your banking experience.
Get the latest insights on the best way to transform your banking experience.
Maximize your financial success with our end-to-end wealth management platform. Custom-fit and scalable, our white-label solution evolves with you, offering extensive personalization and dedicated support. Perfect for emerging and seasoned asset managers alike.
Get a solution where functionality meets customization. Our platform comprises a set of features, each tuned to your unique financial objectives.
KYC/KYB/Onboarding
Optimize client onboarding into the system and verification of their financial accounts.
Portfolio Rebalancing
Adjust your investment positions with ease, whether manually or through automation.
Management Portal
Get comprehensive financial oversight with a centralized hub for wealth managers and advisors.
Portfolio Dashboard
Gain a clear view of client investments and performance metrics. In general and for each asset.
Funds Transfer
Enable easy deposits and withdrawals from bank accounts. Available through financial integrations or manual transaction processing.
Integrated Wallets
Open virtual accounts for various purposes and asset classes. Multi-currency? Sure!
Built-in Reporting
Generate reports for investors and regulatory compliance documentation, customized per jurisdictional requirements.
Investment Product
Catalog Management
Trade stocks, bonds, ETFs, and crypto. Or create proprietary synthetic digital assets.
Explore strategic investment and wealth management solutions aligned with your ambitions. Our platform is a perfect match for:
Designed to empower both wealth and asset managers, our software simplifies portfolio management and optimizes investment strategies for peak performance.
Our solution addresses the intricacies of family wealth. It guarantees a secure, adaptable environment to grow multi-generational wealth with finesse.
With our intuitive platform, hedge funds can make high-stakes investments with the agility they need. All backed by powerful analytics technology and real-time data.
In partnership with our client, we crafted a next-gen investment platform for funding international commodity trades. It features a comprehensive toolkit for daily business operations and commodity tokenization. At its core is a multi-currency digital wallet, available on both iOS and Android. The hallmarks of this e-wallet are its efficiency and convenience of every financial operation.
Besides traditional assets like stocks, our platform handles custom securities designed for specific projects and financial goals.
Bolster your portfolio with stable returns and seize business growth opportunities through conventional investing. Choose from a wide range of stocks, bonds, and ETFs, curated by top-rated brokers. Your investment managers will never run out of options with our premium financial tools.
Level up your portfolio performance with these high-risk, high-reward assets. Or carve out a niche with a new crypto-focused investment package. With our guidance, it won’t take much effort for you to navigate the complexities of blockchain investing.
Refine your investment strategy with synthetic actives. Created for specific investment pools, they enable investments in RWAs and beyond. For those seeking diversification and growth, synthetic assets are the ideal venue for entering untapped markets.
Take the first step towards a wealthier tomorrow —
get started with your wealth management platform today.
Access comprehensive portfolio management tools and innovative algorithmic trading options with our platform, designed to deliver excellence. Built on a microservices architecture, it comprises the core components and technical services. All complemented by a vast array of functional extensions.
To ensure optimal development, we offer two distinct approaches tailored to your project:
Cloud Deployment
A cloud-ready solution for integration with Azure, AWS, or your private cloud infrastructure.
On-Premise Setup
A fully customizable software configuration that aligns with your strategic preferences.
Let’s visualize the architecture to get a clearer picture of how your future solution will work:
Link your software with external data providers using our platform’s pre-defined adapters. They guarantee effortless integration with:
A smooth trading experience
Interactive Brokers, E*TRADE, XTB, XM, Charles Schwab
Efficient fund transfers and personal finance management through OpenAI or custom solutions
JPMorgan Chase, Goldman Sachs, Citibank, Barclays, Credit Suisse
Secure asset management
Copper, BitGo, Gemini Custody, Coinbase Custody, Genesis Custody
Diverse trading options
Binance, Kraken, Cash App, LME, Coinbase
*Missing the service you’re looking for?
Trust our technical expertise to forge a connection with any external system you need.
With our platform, balancing your investment portfolios is a walkover. Inside you’ll find a framework for configuring algorithmic trading. You can customize it according to the asset types in your portfolio.
This framework includes:
Historical Data Test Harness
Use past data to see how your trading strategies could perform.
Pluggable Algorithmic Modules
Get modules designed for the assets you trade.
Rule-Based Algorithm Configuration
Set your own rules for a personalized trading algorithm.
Trend Identification AI
Let artificial intelligence catch market trends for you.
Flexible Trading Styles
Spot or margin trading — choose what’s right for you.
Efficiency stems from distilling complex tasks into manageable iterations. For this reason, our teams opt for the Agile methodology and MVP approach. They help us optimize the development lifecycle of your wealth management software.
An MVP, or minimum viable product, is the base version of your solution. It comes with just the right mix of features to debut and engage early users. Opting for an MVP is strategic for a rapid entry into the wealth management industry. Here’s why:
The sooner you present your business concept to early adopters, the quicker you can fine-tune your app based on tangible feedback.
By concentrating on core functionalities, you cut upfront costs and shorten development time.
An MVP allows you to fast-track your software release, collect vital user insights, and evolve your product promptly.
Step #1. Vision Alignment
Your needs are our blueprint. What is your dream product? What do you consider the best wealth management platform? Reach out to schedule an hour-long introductory session where we'll peer into your ideas. Or, you may submit any project documentation you have. We focus on confidentiality from the start, ensuring an NDA is in place for your peace of mind.
Step #2. Crafting a Roadmap
After gathering your specifications, we analyze them thoroughly. Our team drafts a strategy document outlining our proposed approach to product development. It includes key milestones and the associated costs.
Step #3. Joint Review
We use the strategy document as the foundation for an in-depth collaborative review. Thus, we guarantee our plan meets your expectations.
Step #4. Finalizing the Partnership
After a thorough discussion and mutual agreement, we sign a contract to formalize our partnership.
Step #5. Embarking on Development
With the formalities settled, we proceed to development.
Tech-Savvy Experts
Our professionals are more than a headcount. They are the industry’s finest, each contributing a rich tapestry of innovative technology knowledge, experience, and personal values to our collective success.
of Our Solutions
Focus on Banking
A significant 80% of our projects relate to banking software development. Thus, we understand the challenges and prospects of any financial organization.
Years of Trailblazing
Software Development
For over 2 decades, clients have entrusted us with their ideas. And we’ve delivered exceptional results. With 200+ successfully launched projects, from trading software to digital platforms for automated investing, our portfolio speaks for itself.
Alliances with Industry Titans
We’re dedicated to driving growth in fintech and banking. It’s evident in our partnerships with global leaders like Raiffeisen Bank, Société Générale, BNP Paribas.
Extra-Convenient Engagement Models
Qulix offers a variety of collaboration models tailored to your enterprise needs:
Feel free to get in touch with us! Use this contact form for an ASAP response.
Call us at +44 151 528 8015
E-mail us at request@qulix.com
Feel free to get in touch with us! Use this contact form for an ASAP response.
Call us at +44 151 528 8015
E-mail us at request@qulix.com
