Asset Managers

As competition for investor funds pushes asset managers to broaden their investment portfolios across multiple assets classes, currencies and regions, the challenges and added complexities of managing that growth can overwhelm the back-office unless you’ve positioned your back-office to scale with efficiency and ease.

In a world of finite resources and tightening profit margins, Empaxis provides a comprehensive and cost efficient back-office processing and support service to the investment management industry. Whether you are an asset manager or wealth manager, looking to outsource the entire back-office reporting function or looking to optimize IT spending by leveraging any number of back-office accounting, reporting and billing services, Empaxis can provide a highly customized service to fit your firm’s business and provide cost efficiency and certainty.


SERVICE HIGHLIGHTS FOR ASSET MANAGERS

  • Daily Account Reconciliation (Transaction, Position, Cost Basis)
  • Data Feeds From Over 2,200 Custodians, Financial Firms
  • Applications Support
  • Overnight Process Monitoring
  • Customized Reporting
  • GIPS Compliant Pre-Tax/After Tax Performance Reporting
  • Billing Preparation
  • Cost Basis Updates
  • Application Integration

“Our engagement with Empaxis is probably the equivalent of between one and two full-time staff.  The scalability they have provided to our business is tremendous.  Whether we have 500 or 5,000 clients, we know we will be able to provide accurate reporting in a timely manner.”

Aimee Hauff, Director, Investment Operations, Cornerstone Advisors, Inc.

Free up your time and focus on what is important.

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