Turnkey Asset
Management Platform

A Better Way to Manage Client Portfolios, Reports, and Data

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Let Go of Legacy.
Go Digital.

Do you have legacy software? Are you using asset or wealth management platforms that don’t serve you to the fullest?

Are you a startup or breakaway advisor looking for a reliable, long-term solution right out of the gate?

Whatever your needs are, you’ve come to the right place. TAMP1 can help.

What Empaxis’
TAMP1 Can Offer

TAMP1 is a turnkey, cloud-based solution that makes portfolio management, reporting, and data processes easier for investment firms.

A data warehouse at its foundation, TAMP1 seamlessly integrates with 3,000+ banks, custodians, prime brokers, and other platforms.

The data flows right in, giving you and your clients a single place to view everything and a holistic view of the portfolios.

What Else You Get
with TAMP1

In addition to all data in one place, TAMP1 consolidates functionality within the platform. Our turnkey offering gives you the following:

  • Multi-Currency/Multi-Asset Class Portfolio Accounting Engine
  • Advisor-Client Portal
  • Reconciliation, Performance Reporting & Data Analytics
  • CRM System
  • A Team of Back-Office Experts to Manage Entire Processes

We Help You Migrate

With TAMP1, you get an experienced and dedicated team that helps you every step of the way.

No matter what systems you currently use, we are ready to help you migrate historical data across all systems onto our platform.

Empaxis understands the challenges you face with data migration. We built TAMP1 in a way that makes migration easier and faster. Think weeks, not months.

A Pricing Model Designed for You

Unlike other systems that charge for features and functions you never asked for, our customized pricing ensures you only pay for what you need.

We don’t charge on arbitrary numbers like basis points. Our fees are based on the volume and complexity of the work.

What is a TAMP?

A turnkey asset management platform (TAMP) is a fully managed solution built for investment firms to increase efficiency and scale.

A TAMP facilitates workloads by leveraging a mix of automation tools and outsourced processes, as well as combining system functionality and integrating with other platforms.

The end result is a single place for investment managers to get everything done, from managing investment portfolios to generating reports.

A TAMP means less “busy work” for you and more time to focus on what matters: servicing your clients. This is what our TAMP1 solution is all about.

Find Out More About TAMP1.

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