FAQ

Our fee structures are based on volume and complexity. To give an accurate pricing structure, we would have a discovery call, and then we will present you a structure suited to your firm’s requirements.

We are systems-agnostic. We can work with any portfolio accounting system.

For investment managers looking to move away from legacy systems or software that simply isn’t getting the job done, we have created a cloud-based, turnkey asset management platform called TAMP1.

Whatever system you choose to use, we are able to help.

Time weighted return, internal rate of return, and the Modified Dietz method are the ways we can calculate performance. We will calculate the performance according to your requirements.

We generally work with public equities (stocks, ETFs, and mutual funds) and fixed income (corporate bonds, government bonds, and mortgage-backed securities). In addition, we work with alternative investments (hedge funds, private equity, and venture capital). In short, if you own an asset, we can work with it.

We deliver the reports when you need them. Typically, our clients need the reports delivered before the market opens, and that is what we are prepared to do. Ultimately, it’s your decision.

Depending on the system you are currently on and how much history you have, your migration can take as little as three months.

Customization is what we do. We are no stranger to SMAs and catering to our clients’ unique needs. As we keep close contact, we will gather all data and knowledge points necessary to provide a high degree of customization.

We follow Six Sigma best practices for keeping track of defect rates, onetime performance and turnaround time. We have developed quality control tools and checks around your processes as well.

We work with you to come up with audits reports to see and control all that we are doing.

We are available 24/7. As our client, you will have a designated Empaxis team member and backups to contact directly via phone or email. Our team will be available for the times you need them available. We have a ticketing system in place to ensure that clients’ needs and requests are tended to in a timely manner.

Yes, we work with all of them. In fact, we handle assets custodied at 1,600+ custodians and banks.

Billing, onboarding, private equity and hedge fund statement processing, and internal reporting document management are some of the processes we have helped automate for other firms.

We can simply set up the bots for you or manage the entire process (setup and maintenance).

Empaxis has developed detailed, actionable steps in response to emergency crises, and our plans are in line with industry standards, as we are SSAE18 and ISO-27001 certified, in addition to being audited by Ernst and Young.