ASSET Managers

Winning investment strategies depend on data-driven operations.

Empaxis clients - asset managers
Empaxis investment operations statistic
15-20%
Firms with an AUM of $100 billion can save 15%–20% of total costs through initiatives such as asset management outsourcing. That’s a $16 billion–$21 billion opportunity across the industry.
-BCG

We’ve got your back— and middle — office covered.

Asset managers and hedge funds face a competitive investment landscape with mounting regulatory demands and fee compression. Providing superior client service, increasing profitability, and meeting compliance requirements necessitate working smarter, not harder.

Overseeing high-level strategic initiatives and delivering value to clients is where you want to spend your time, not worrying over operations.

Empaxis is your experienced partner—designing, implementing, and maintaining middle- and back-office processes so that in a fierce and fast-moving industry, you and your clients thrive.

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The Empaxis impact on asset management operations

End-to-end process automation

Asset managers and hedge funds cannot be expected to successfully service clients while performing time-intensive tasks like auditing, reporting, and data mining via Excel spreadsheets.

Add to that a slew of complex asset management operations — like casting a wider net to compete for investor funds, and dealing with separately managed accounts (SMAs) and fee compression — and you’re left with little to no time for investment strategy.

Empaxis leverages end-to-end process automation to centralize and streamline your operations. We analyze and dissect all your processes, finding every opportunity for data-driven automation to transform your middle and back office.

What do simpler, more efficient MBO processes mean? ROI that makes an impact—with dramatic cost savings, often 30%–50%, and more time for your clients.

And there’s no need to replace your infrastructure. Our systems-agnostic solutions integrate with your existing technology—you maintain control of your workflows while optimizing your processes.

A snapshot of what our process automation delivers:
RPA for better ROI

Bots save your firm money, time, run 24/7/365, free you up for more satisfying work—and have an accuracy rate of 99.9%.

UiPath for strength and security

We strategically partner with the world’s leading RPA software to bring you all the benefits of streamlined, data-driven automation.

Webinar: How to leverage FinTech in Asset Management, Family Offices and RIAs — featuring Empaxis CEO Stephen Van de Wetering
Empaxis investment operations statistic
84%
Percent of firms & advisors who say they've had success with outsourcing operations.
-Fidelity

Skilled asset management outsourcing

Empaxis augments end-to-end process automation with top-tier asset management outsourcing. Headquartered in California and operating in India, we maximize the benefits of lower costs and follow-the-sun workflows—and bring comprehensive knowledge of the global capital markets.

You get a dedicated team, immersed in every facet of your middle and back office, so you can focus on crafting winning investment strategies and growing client portfolios.

A glimpse at our asset management outsourcing solutions:
  • Daily account reconciliation that ensures consistent and accurate accounts
  • Customized, GIPS compliant pre-tax and after-tax performance reporting
  • Succinct billing preparation
  • Separately managed account reports processing
  • Timely cost basis updates
  • Comprehensive monitoring of overnight processes
  • Support and integration of applications

Data-driven. Powerfully proactive. Fiercely focused.

Operational transformation for investment firms is all we do. Our finely honed approach is built on two decades of concentrated experience, enabling asset managers and hedge funds to dramatically cut costs, process faster, scale seamlessly, and provide superior client service.

Ready to transform your asset management operations?

Curious to see how end-to-end process automation and asset management outsourcing can increase your firm’s profitability? Whether you’re ready to get started or simply want to explore what’s possible, let’s chat — there’s no charge to you.

Get in touch today

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