Enhancing Investment Operations for Advent Axys Users

These tasks demanded significant time and resources, diverting focus from their core investment strategies and client relationships.

The investment firm chose Empaxis as their trusted  middle- and back-office partner, leveraging their proven expertise on the Advent Axys platform. Empaxis support included:

• Data Processing: Empaxis' team of experts smoothly integrated and processed data from PortfolioCenter and Greenline into Axys, ensuring consistency, accuracy, and a unified view of investment portfolios.

• Performance Validations and Fixes: This experienced team meticulously validated performance calculations within Axys, identifying and rectifying discrepancies to ensure the accuracy of investment performance reports.

• Ad-Hoc Query Support: Empaxis provided prompt and expert assistance with ad-hoc queries related to portfolio data, performance calculations, and reporting, enabling the investment manager’s operations team to make informed decisions quickly.

Indeed, the firm’s collaboration with Empaxis and the implementation of Advent Axys led to these results-oriented outcomes:

• Streamlined Operations: The consolidation of data processing and performance management within Axys significantly streamlined IC MBO's operations, reducing manual effort and improving overall efficiency.

• Enhanced Data Accuracy: Empaxis' rigorous data validation processes and expertise In Axys ensured the accuracy and reliability of the organization’s investment data and performance reports.

• Increased Focus on Core Activities: By outsourcing middle- and back-office functions to Empaxis, the investment firm was able to redirect their internal resources towards core investment activities and client service.