Wealth Managers2018-10-17T18:42:03+00:00

Wealth Managers Facing Challenges

– Rising operations costs

– Increased competition for hiring talent

– Employee turnover issues

– Keeping up with the latest technology

– Dealing with operational workflow inefficiencies

Wealth Management Outsourcing Solutions

Empaxis’ customized middle- and back-office outsourcing services and solutions help wealth managers reduce costs while increasing their efficiency.  With Empaxis, advisories can outsource some or all of their back-office reporting, accounting, billing, and IT requirements.

In addition to enjoying cost savings and efficiency gains, wealth managers no longer have to worry about employee turnover, lack of portfolio accounting and technical expertise, and lack of operational scalability.

WEALTH MANAGEMENT OUTSOURCING SERVICES INCLUDES:

Daily Account Reconciliation (Transactions, Positions, Cost Basis)

Data Feeds From Over 2,200 Custodians, Financial Firms

Applications Support

Overnight Process Monitoring

Customized Reporting

GIPS Compliant Pre-Tax/After Tax Performance Reporting

Billing Preparation

Cost Basis Updates

Application Integration

What Our Clients Say

Our engagement with Empaxis is probably the equivalent of between one and two full-time staff. The scalability they have provided to our business is tremendous. Whether we have 500 or 5,000 clients, we know we will be able to provide accurate reporting in a timely manner.

Aimee Hauff, Director, Investment Operations,Cornerstone Advisors, Inc.
Case Study
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Asset Managers
Hedge Funds
Family Offices

About Empaxis

Founded in 2004, Empaxis is a leading provider of high-caliber, highly customized back-office outsourcing and reconciliation services for the asset management industry. We work with asset managers, hedge funds, family offices, and middle- and back-office technology vendors to ensure our clients’ back-office accounting and reporting processes are executed with accuracy and expediency.

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