Investment Operations Outsourcing
and Financial Technology

Empaxis helps investment firms around the world improve their middle- and back-office, automate processes, and upgrade to world-class technology.

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We Serve Investment Managers, Family Offices, Banks, and Institutions

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Wealth Managers

Rising operational costs. Talent recruitment roadblocks. Operational workflow inefficiencies. Competition from robo-advisors. Wealth Managers faces these challenges on a daily basis.

Asset Managers

Throughout the day, the competition for investor funds pushes Asset Managers to broaden portfolios across multiple asset classes, currencies, and regions.

Family Offices

The commitment to growing client wealth from one generation to the next requires a more sophisticated investment approach that can often put stress on back-office resources.

Breakaway Advisors and Startup RIAs

Going independent and starting your own RIA is both exciting and rewarding. Being in full control, the sky is the limit to grow. But like starting any business, there are challenges.

Banks & Financial Institutions

Banks and institutions face pressure to keep costs down while keeping margins and service levels high. The challenge is that with multiple lines of business and so many moving parts.

Hedge Funds

Accurate reconciliation is vital to any Hedge Fund. In this hyper-competitive financial climate, attention should be focused on trading, not on resolving data points.

Fee compression, manual processes, reporting errors, technology issues, and lack of scalability threaten firms of all types.

For these reasons, small and large organizations alike come to Empaxis for cost savings, improved and automated workflows, reporting accuracy and data quality control, as well as world-class, scalable technology.

Three Solutions to Fit Your Unique Requirements and Transform Your Investment Operations

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Financial Operations Blog

Starting a New Job? How Wealth Management COOs Help Their New Firm

March 19, 2021 -

Doug Moromisato

Starting a new job has its challenges, but with the right mindset and a sound strategy, COOs can make a difference for their wealth management organization. Starting at a new …read more

Starting a New Job? How Wealth Management COOs Help Their New Firm

Celebrating the Women of Empaxis

3 Reasons Older Investment Firms Could Fall Behind

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