Going independent and starting your own RIA is both exciting and rewarding. While the sky’s the limit, starting any business comes with challenges. As a newly independent financial advisor, there’s so much more to do than merely investing and gathering assets.
Some tasks may be outside your areas of interest or expertise, like setting up an operations and technology infrastructure from scratch. If you’re not careful, your overhead costs will get out of control. The good news is you don’t have to do it alone. We’ve helped many breakaways and startups like you build a solid foundation for their middle- and back-office.
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Finding the right hire is a huge effort, and there’s no guarantee they stay a long time. Empaxis has a team of trained middle- and back-office experts who can get started faster than a traditional hire.
Need help with reconciliation or performance reporting? We have the resources to get it done.
At Empaxis, we’ve been honing our craft in investment operations for 18 years, and we’ve nailed it down to a science. We’ve figured out ways to be more efficient in middle- and back-office processes.
In addition, we’ve documented our processes and built the quality control tools. This ensures continuity and accuracy in deliverables.
As part of our efficiencies, we make full use of automation tools. If the work is both manual and mundane, Empaxis can automate it and manage the bots thereafter.
Don’t waste your time and money building your own system or purchasing systems that could be ineffective or incapable of integrating well with others.
Want to learn more? Curious to find a better way to handle your procedures and cut your costs? Whether you’re ready to get started or simply exploring options, let’s chat. There’s no charge to you.
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