Key Features

Simplify complex financial planning with our all-in-one wealth management system.

Sign-Up & Verification

Onboard clients and verify their financial accounts with our straightforward KYC/KYB process.

Portfolio Dashboard

Get a crystal-clear view of your client’s investments and performance, both overall and per asset.

Portfolio Rebalancing

Adjust investment positions manually or through automated processes to maintain optimal balance.

Investment Product Management

Gain access to an expanded set of stocks, bonds, crypto, and ETFs. The alternative? Proprietary synthetic assets.

Funds Transfer

Set up financial integration or manual transaction processing for easy deposit and withdrawal from bank accounts.

Integrated Wallets

Create multi-purpose, multi-currency, and multi-asset accounts for convenient trading and investing.

Built-in Reporting

Generate documents for investors and access all the latest financial data with automated reporting.

Management Portal

Centralize operations for company employees and financial advisors to unify authority and optimize workflow.

Who We Serve

Your needs evolve as your wealth grows. 

But our commitment to you remains steadfast and aligned with your core business.

Asset/Wealth
Management Firms

Empower your team with advanced instruments to manage diverse portfolios, build dynamic investment strategies, and deliver best-in-class client experiences.

Family Offices

Manage and grow multi-generational wealth with bespoke solutions and investment plans. Ensure proper estate planning for smooth wealth transfer and legacy preservation.

Hedge Funds

Equip your hedge fund with next-level analytics and risk management tools. With our user-friendly platform, it's easy to cut through market complexities and reach financial goals.

calculator

Bring finances into focus with our wealth management solution.

Types of Assets to Control

Our platform goes beyond traditional investment products like stocks. 
It allows you to manage custom securities that cater to your current and future goals. 

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Traditional Assets

Capitalize on business growth opportunities through conventional investing. Rely on top-rated brokers to choose from a huge range of stocks, bonds, and ETFs. With our robust financial tools, your investment managers will always have an abundance of options at their disposal.

Crypto Assets

Amplify your portfolio performance with high-return crypto assets. Whether you’re striving to diversify or create a specialized crypto-focused investment package, our solution will guide you through the complexities of blockchain investing.

Synthetic Assets

Adjust your investment strategy with synthetic assets crafted for specific investment pools. These innovative instruments allow you to invest in real-world assets (RWA) and beyond. Perfect for those seeking diversification and rapid expansion in untapped markets.

Gears behind Your Wealth Management Platform

Accumulated wealth requires a reliable solution to manage, grow, and protect it. That’s exactly what our platform is designed to do. Built on a microservices architecture, it integrates core components, technical services, and functionality, allowing for extensive customization. 

Why Microservices?


Scalability
We can scale each component without affecting the entire system. Ideal for peak times.

Reliability
Isolated elements mean that issues in one service won’t bring down the whole platform.

Flexibility
We can customize any service separately to reflect your unique requirements.

Efficiency
We build each component with the technology best suited to its function.

Deployment Options

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.

From a technical perspective, your solution may look like this:

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Alex Arabey

Co-founder, VP of Business Development at Qulix

Effective wealth management goes beyond simple financial advice. It involves a deep dive into each client’s financial situation. At Qulix, our commitment to blending advanced technology with a human-centered approach guarantees we deliver exceptional value and trust. By building a custom solution for you, we take on the burden of manual portfolio management, reporting, and fund transfers. In the end, you do what you do best — even better.

Your Needs, Our Integration Options

Integrate all elements of your back office into a unified wealth management system.

Brokers
Goal:

Trouble-free trading

Examples:

XTB, Interactive Brokers, XM, E*TRADE, Charles Schwab

Banks
Goal:

Personal finance management and money transfers through OpenAI or bespoke services

Examples:

Barclays, JPMorgan Chase, Citibank, Credit Suisse, Goldman Sachs

External Custodian Services
Goal:

Risk-free asset management

Examples:

Coinbase Custody, BitGo, Gemini Custody, Genesis Custody, Copper

Exchanges
Goal:

Multi-faceted trading opportunities

Examples:

Coinbase, Binance, Kraken, LME, Cash App

*Can't find the service you're looking for? 

Count on our technical expertise to connect any desired external system.

Why MVP

Agile and MVP approaches help us break down complex projects into a series of manageable tasks. 

Efficiency doubled

Other benefits

Timely Feedback

By releasing a minimal version of your product, you can quickly identify what works and what doesn’t. Feedback loops ensure you’re always in tune with user thoughts.

Key Functionality

An MVP focuses on delivering only the essential features that solve the core problems of your users. Thus, you can launch faster and start generating revenue sooner.

Ongoing Refinement

The MVP approach is not a one-and-done deal. It involves continuous improvement based on user feedback. This keeps your product relevant and competitive.

Qulix So Far

15
years of fintech expertise

600+
dedicated experts

80%
of projects focused on fintech

4
extra-convenient engagement models

200+
completed projects

Project Roadmap

Your idea is one-of-a-kind, and the Qulix team treats it as such. While we adhere to a proven process, we mold it to your specific business case. Here are the basic phases:

Pre-study

≈ 2–4 weeks

Proof-of-Concept

≈ 4 weeks

Beta MVP Development 

≈ 4–8 weeks

Going Live

≈ 2 weeks

Ongoing Support

Proof-of-Concept

≈ 4 weeks

Going Live

≈ 2 weeks

Contacts

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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

Thank you!

Thank you for contacting us!
We'll be in touch shortly.

Go back to the home page

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