Whether your investment firm is ramping up or pulling back, outsourcing gives you the staffing flexibility to add or reduce labor as needed. Plus, with Empaxis handling your middle- and back-office operations, you'll have more time to focus on revenue-generating activities.
Worldwide, 24/7 support
100% transparency — we work with your technology, in your environment, under your control
Eliminate the hassle of employee turnover
Hire trained middle- and back-office asset management and wealth management talent quickly
Minimize human errors
Account reconciliation for nearly all currencies, regions, & asset classes
Timely, accurate reconciliation delivery regardless of portfolio complexity, including transactions, positions, market value and cost basis to deliver accurate monthly reports quickly.
GIPS standards or proprietary performance measurement and review service.
Billing statements prepared for your clients according to required schedules.
Cost basis input and calculation, capital gains tax rate calculation.
Stock splits, reverse splits, spin-offs, cash dividends, mergers and acquisitions, bond calls, tender offers, ticker and CUSIP changes.
Calculating management fees, incentive fees, excluding special members and accruals.
Report generation in various formats to save you time and money.
Net Asset Value reports to know true valuation of clients’ portfolio assets and funds.
We work directly with your auditors at year-end to ensure they have the necessary documentation.
Want to learn more? Curious to see if there are opportunities to automate and cut your costs? Whether you’re ready to get started or simply exploring options for operations as a service, let’s chat. There’s no charge to you.
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