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About Us |
| Year Founded |
2004 |
| Assets Under Administration |
$30 Billion + |
| Number of Accounts reconciled |
~10,000 |
| Number of Employees |
23 |
Empaxis Data Management is a back office services provider to buy-side investment advisors. Empaxis works with Wealth Managers, Hedge Funds, Asset Managers and Financial Planners by running their back office operations. Empaxis is most widely known for developing and running highly customized and efficient processes for top investment advisors. These services include but are not limited to:
Portfolio Accounting
- Reconciliation - Positions, MVAL, Transactions
- Maintaining Cost Basis
- Opening/Closing Accounts
- Settling Trades
- Billing
- Performance Measurement
- Monthly/Quarterly Reporting
Fund Accounting
- Reconciling Fund Accounts
- Adding/Removing Limited Partners
- Calculating Fees
- Generating Partnership Reports
- Generating K-1s
Application Development (Sample Projects)
- Automation of Processes (VB.net, SQL, Crystal Reports)
- Performance Applications
- Rebalancing Tool
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