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Wealth Managers |
With so many firms becoming Registered Investment Advisors, Wealth Managers are dealing with shrinking fees and expanding client demands. To deliver and stay competitive, you need a highly efficient back office that adjusts to the constantly changing, and demanding, high net worth client base; however, with complexity you also need to control your expenses. Empaxis, born out of a multi billion dollar Multi Family Office, provides you with the cost effective experience and capabilities you need.
Empaxis Back Office Services currently delivers reporting for some of the nation's premier wealth managers. At one top wealth management firm, Empaxis cut the reporting time by 67%!
Back Office Services for Wealth Managers :
- Daily Account Reconciliation (Position, Cost Basis, Transaction)
- Data Feeds From Over 2,200 Custodians, Financial Firms
- Website Development/Administration
- Customized Reporting
- GIPS Compliant Pre-Tax/After Tax Performance Reporting
- Billing Preparation
- Cost Basis Updates
- Application Integration
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Free up your time and focus on what is important. Give us a call today and find out how.
310-356-5831
sales@empaxis.com
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