Chat with an Expert
Solutions
Systems Integration Services
Middle- and Back-Office Outsourcing
Finance & Accounting
Clients
Technology Providers
Wealth Managers
Asset Managers
Family Offices
Hedge Funds
Banks and Financial Institutions
Breakaway Advisors & Startup RIAs
Resources
Blog Posts
Case Studies
About Us
About Empaxis
Partners
Leadership Team
Careers
Contact Us
Chat with an Expert
CASE STUDY
Minnesota Financial Planner Speeds Up Workflows by 40% with DocuFlo
Project Overview
Key Challenges
Solution
Results
Solution
Client Description
Technologies Used
Roles Involved
Users
Download or print this case study
View PDF now
