Deepen your client relationship by uncovering their true net worth and helping them visualize complex portfolios.
Working alongside clients and their team of trusted advisors is now easier and more effective.
Empire connects everything. Link assets, liabilities, documents, contacts, notes and dates - all of them in the cloud.
With Empire’s visually compelling, transparent, secure and intuitive interface, your client can log in at their convenience to view their complex holdings, find important documents and contacts, upload photos of new purchases, and participate in managing their portfolio. It’s all at their fingertips.
From watches to Warhols, mutual funds to Maseratis: Track anything you can think of. Any type of physical asset or financial instrument is covered.
From physical assets to financial instruments, daily cash flow to other investments, track every facet of your client's true wealth and Net Worth.
With Empire, important documents and contacts are seamlessly integrated.
Store important tax and estate planning documents so they may be reviewed by your advisor and maintain personal and health documents to be accessed by your loved ones.
The foundation of Empire is its reporting function. Within seconds, it’s possible to generate a report that drills down into any subset of information. Need a report on all automobiles? Empire does that. Need to pull together info on all financial accounts from last quarter? Empire does that too. Information is beautifully combined into simple, interactive reports that can be shared digitally or printed.
Utilize specialized forms to facilitate the best risk management practices and offer an appropriate set of policies.
You're on the go. Empire Manager has a native iOS app to let you manage your Empire wherever you may be. And coming soon, Empire Manager Android!
Empire Manager connects all my client's assets, liabilities, contacts and documents in one place. It's fast and allows me to always know what my client's worth is.
By having access to the art and valuables collection, I can update values, details, and documentation as needed, quickly and efficiently.
By having access to the relevant documents and family data, I am able to perform necessary estate and tax planning without the hassle of multiple phone calls and emails.
Empire is so simple and thorough that it has created greater operating efficiency resulting in the need for less staffing and permitting staff members to work on other matters.