Offering Hosted Services and Customized Reporting
Empaxis was born out of a multi-billion dollar multi-family office and has a deep understanding of the unique reporting requirements and market challenges your business faces. We also understand that your firm’s continued commitment to growing client wealth from one generation to the next requires a more sophisticated investment approach that can often times put stress on your back-office resources.
- Customized Consolidated Reporting
- Daily Account Reconciliation (Transaction, Position, Cost Basis)
- Ability to work with data from any source
- GIPS Compliant Pre-Tax/After Tax Performance Reporting
- Cost Basis Updates
- Network Hosting
Organize and control your family office information while following industry best practices.
Learn how a London-based global wealth management firm with £1 billion AUA back-filled a key senior operations employee and brought scalability and eliminated redundancy for its operation. Access the story here.
Give us a call today at 310-356-5831 or email us at firstname.lastname@example.org and find out how.