Do the Things You Do Best.
Empaxis Does the Rest.

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

white down arrow
city skyline

Three Valuable Products to Transform Operations

Our Clients are Leading Investment Managers

graphic of woman with pie chart

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
Silicon Beach Soho Noida
Los Angeles London Delhi
graphic of people putting together coverage map

Financial Operations Blog

6 Technology Mistakes Every RIA Should Avoid

November 20, 2020 -

Doug Moromisato

Technology mistakes are costly in terms of time, money, and energy. Advisory firms should do everything to avoid such mistakes and not repeat them in the future. Technology is a …read more

6 Technology Mistakes Every RIA Should Avoid

RIA Marketing Tips for Your Website

How to Increase RIA Valuation by Leveraging Technology

Empaxis Welcomes David Stevens