Investment Operations Outsourcing
and Financial Technology

Empaxis optimizes operations for Investment Managers worldwide. It helps to create omni-channel, cloud-based & client-focused businesses for:

Wealth Managers • Family Offices • Financial Platforms • FinTechs • Banks • Institutions • Asset Managers

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Three Valuable Products to Transform Operations

Our Clients are Leading Investment Managers

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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.

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.

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.

Onboarding Project Implementation Support & Strategy

Method

A consistent client engagement model that ensures clients maximise the value that Empaxis can offer. Solutions are modular, flexible and adaptable to its clients’ unique needs, requirements and opportunities.

Engagement Cycle
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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