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

How To Get Your First Client as a Financial Advisor

January 15, 2021 -

David Stevens

It’s hard to get your first client, but if you develop certain skills and leverage the right people and channels, the job will be easier. Every financial advisor has to …read more

How To Get Your First Client as a Financial Advisor

Six Sigma Benefits for Investment Managers

What’s to Come at Empaxis in 2021

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