Outsource your investment operations
to solve staffing shortages
and cut costs

Fill immediate holes in your middle and back office with our team of portfolio accounting experts.

By leveraging automation and data warehousing, you can slash your total cost of operation and still deliver a high-touch client experience.

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We've Helped Hundreds of RIAs, Family Offices, and Financial Institutions Leverage Outsourcing and Automation to Scale and Grow

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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.

Multi-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

A Quick Look at the Benefits of Working with Empaxis


Average Operational Cost Savings


Client Satisfaction Rate


Annual Client Retention Rate

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Financial Operations Blog

Employee Turnover: Is the Person Who Knew How to Do Everything Gone?

January 27, 2022 -

Stephen Van de Wetering

Outsourcing and automating critical, routine tasks can help you to avoid the headaches turnover can cause in your daily operations. Unexpected employee turnover—we’ve all been there. In fact, the turnover …read more

Employee Turnover: Is the Person Who Knew How to Do Everything Gone?

Financial Services Hiring Trends 2022

4 Reasons Clients Fire Wealth Managers

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