Solution introduction

Turnkey Asset Management Platform

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

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.

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