Automate your operation
and wow your clients with
Empaxis' world-class digital platform.

Move on from old performance reporting systems with weak integrations and poor data quality.

Use automation and data warehousing to slash your total cost of operation while delivering a high-touch client experience.

We guarantee our process works.

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We've Helped Hundreds of RIAs, Family Offices, and Asset Managers Leverage 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

2 Hours

Average Time Clients Saved Per Day


Client Satisfaction Rate


Annual Client Retention Rate

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Financial Operations Blog

Private Equity Investing and Automation for Wealth Managers

November 22, 2021 -

Doug Moromisato

Wealth managers have a lot to gain from private equity investing, but handling private equity statements will consume a lot of time. Recently, we’ve noticed more of our wealth management …read more

Private Equity Investing and Automation for Wealth Managers

Asset Management Trends 2022

Family Office Trends 2022

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