Investment Operations Blog

How to Use Generative AI in Wealth Management

Wealth managers get a lot from Gen AI. Discover practical use cases, implementation strategies, and how to leverage the solutions fully with Empaxis.

All blog articles

How to Use Generative AI in Wealth Management

Why Are Data Silos Problematic for Investment Management? 5 Reasons

Mastering Snowflake for Asset Management: A Step-by-Step Guide

How to Successfully Upgrade Advent Geneva Software

When Fintechs Expand Globally, They Need ‘Boots on the Ground’ Partners

6 Threats to Growth for Fintechs Without an Offshore Presence

The Build-Operate-Transfer (BOT) Model Explained for Investment Software

How to Build & Embrace Agility in Enterprise Investment Software

Data Migration Strategies for Geneva Upgrades

How Asset Managers Overcome Data Challenges and Master Snowflake

The Power of Integrations, Open APIs, & Partnerships for Enterprise Software

How Financial Institutions Benefit from Advent Geneva

6 Reasons Why Ignoring the User Experience (UX) is a Huge Mistake

How to Get Data-Driven Insights & Achieve Alpha from ESG Investments

How Outsourcing Software Development Promotes Innovation and Competitiveness

Investment Industry Trends

Wealth Management Trends 2024

Asset Management Trends 2024

Family Office Trends 2024

Hedge Fund Trends 2024

Top 7 Risks of Choosing the Wrong Operations Partner

Why Excel Spreadsheets Are a Problem for Investment Firms

8 Common Hiring Mistakes RIAs Make

Outsourcing Myths: 6 Misconceptions Financial Firms Should Know About

How to Deal with the Stress of Being a Financial Advisor

AI in Investment Management: What To Know and How to Benefit

Investment Performance Reporting Best Practices 2023

Fund Administration Outsourcing: Services & Benefits with Empaxis

Modernizing Operations Guide for Saudi Arabian Investment Firms

Financial Services Hiring Trends 2023

Financial Health for RIAs: How to stay prepared in a bear market

RIA Marketing Tips for Your Website

How To Deal With the Labor Shortage in Banking and Financial Services

5 Steps to Digital Transformation in Finance and Investment Management

3 Reasons Older Investment Firms Could Fall Behind

How Money Managers Prepare for Elections

RIA Hiring Best Practices 2020 and Beyond

Investment Management Jobs Where Humans Are Needed Most

Workplace Flexibility Is Here to Stay: How Advisory Firms Adapt Long-Term

How Investment Firms Should React to the Coronavirus: 5 Things to Do

How Wealth Managers Can Work With the Next Generation of Millennials

7 Ways Investment Firms Can Generate Leads Online

How Investment Companies Prepare for The Big One

How Wealth Managers Can Attract Millennial Clients

5 Stats That Explain the Talent Shortage in the Financial Services Industry

Investment Management Success with Retention Best Practices

Checklists in Investment Operations: Lessons from the WHO

Outsourcing Best Practices

Outsourcing Operations? Managed Services Providers vs. Software Companies

Why Businesses Should Consider Outsourcing General Ledger Accounting

Top 7 Risks of Choosing the Wrong Operations Partner

5 Ways Outsourcing AR/AP Can Transform Your Business

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

Outsourcing Myths: 6 Misconceptions Financial Firms Should Know About

Outsourcing in Saudi Arabia: What Banks and Institutions Should Know

Advent Axys and APX Outsourcing Services with Empaxis

Is Your Back-Office Operations Person Leaving? 4 Replacement Options

9 Questions to Ask Investment Operations Outsourcing Companies

Investment Performance Reporting Best Practices 2023

10 Things Execs Lose by Not Outsourcing Their Back-Office Operations

Reconciliation Outsourcing - How Empaxis Helps RIAs Save Time and Money

The Benefits of Outsourcing for Separately Managed Accounts (SMAs)

Is Your Firm a Good Candidate for Hedge Fund Back-Office Outsourcing?

Top Middle-Office Outsourcing Providers – How Empaxis Compares

How to Outsource Your Middle-Office

Financial Health for RIAs: How to stay prepared in a bear market

RIAs: In-House vs. Outsourcing Your Investment Operations

How GCC Banks & Money Managers Improve Operations & Staffing Efficiency

Vendor Management Best Practices for Money Managers

Launching a New Fund? Let the Investors Know You’re Outsourcing.

How To Deal With the Labor Shortage in Banking and Financial Services

Private Equity Investing and Automation for Wealth Managers

Back-Office Outsourcing Services: Helping RIAs Reduce Inflationary Risk

Back-Office Support Solutions - How Empaxis Helps

What is a TAMP?

Endowment Fund Operations Best Practices

How Third-Party Vendors Take Advantage: What You Should Know

Outsourcing Helps Hedge Funds Satisfy Investor Due Diligence Demands

Hedge Fund Risk Management: Outsourced vs. In-House Functions?

How Outsourcing Can Boost Asset Management M&A Success

Reconciliation Automation Tools To Improve Operational Efficiency

Solving Investment Managers' Staff Hiring Needs the Easy Way

Wealth Management & Family Offices

Wealth Management Trends 2024

Family Office Trends 2024

Family Offices in Singapore 2024 - Outlook, Trends, and Services

The Rise of Asian Family Offices and the Growing Demand for Talent

Hong Kong Family Offices 2024 - Outlook, Trends, Services

Starting a New Job? How Wealth Management COOs Make a Difference

Why Every Family Office Needs an Operations Expert

How to Increase RIA Valuation: 12 Best Practices

How to Cut Family Office Costs

Family Offices in Switzerland 2023 - Outlook, Trends, & Services

Cold Email Marketing Tips for Financial Advisors in 2023

How Small Investment Firms Gain an Edge over Larger Competitors

How To Be a Great Investment Operations Manager

Advent Corporate Actions Support with Empaxis

Data Warehousing in Financial Services: Why RIAs Need Centralized Data

Family Offices Investing in Venture Capital: 6 Things to Consider

How to Deal with the Stress of Being a Financial Advisor

4 Steps to Get Started with Automation in Wealth Management

Advent Axys and APX Outsourcing Services with Empaxis

Trade Settlement Services - Post-Trade Processing with Empaxis

Saudi Arabia Wealth Management: Solutions to Operations Challenges

6 Reasons Why Documentation Is Important for Your Investment Operations

RIA Billing Solutions

How to Build a Wealth Management Practice

The Best 5 Books for Operations Managers

Family Offices in India 2023 - Outlook, Trends, & Services

Family Offices in the Middle East - Outlook and Services 2023

How Singapore Investment Firms Stay Competitive Globally

The Benefits of Outsourcing for Separately Managed Accounts (SMAs)

How to Outsource Your Middle-Office

How Family Offices Automate Data Extraction for Investment Statements

Why a Large AUM Isn't Everything

4 Reasons Clients Fire Wealth Managers

Private Equity Investing and Automation for Wealth Managers

How To Get Your First Client as a Financial Advisor

3 Reasons Older Investment Firms Could Fall Behind

How to Avoid Phishing Scams in Investment Management

How Wealth Advisors Serve Married Couples

How to Establish Benchmarks for Operations

Six Sigma Benefits for Investment Managers

Client Testimonial Best Practices for Investment Advisors

What To Do If Your RIA Website Goes Down

Being Open to New Ideas Requires Commitment & Time on the Calendar

Financial Advisor Website Security Best Practices

Investment Management Jobs Where Humans Are Needed Most

How to Prepare for an SEC Audit

How RIAs Boost Efficiency Through Data Integration

RIAs, How Much Office Space Do You Need?

Do You Have a Post-Coronavirus Business Recovery Plan?

Upskilling Wealth and Financial Managers to the Digital Age

4 Ways to Improve the Advisor-Client Relationship

7 Common Characteristics of a Wealth Management Digital Leader

9 Data Management Tips for Investment Managers

How Wealth Managers Can Work With the Next Generation of Millennials

8 Questions Financial Advisors Should Be Ready to Answer for Clients

What Your Wealth Management Clients Really Want From You

How Wealth Managers Can Reduce Costs and Increase ROI

Why Wealth Managers Should Get New Business in Singapore

The Reason Wealth Managers Aren't Growing Their Business

5 Solutions for Investment Management Operations Problems

Top 5 Operational Headaches for Investment Management Companies

How Wealth Managers Can Attract Millennial Clients

How Investment Firms Can Prepare Their Operations for a Recession

Why the Future Will Get Harder for Wealth Management Firms

There's a Wealth Boom, but Not All Wealth Managers Are Benefitting

Financial Services Fee Compression: How Your Operation Can Manage

How to Stop Employee Idle Time in Investment Operations

Why Investment Management COOs Should Think Like CFOs

Municipal Bonds Setup: What Operations Managers Should Know

Common Pitfalls of Global Fixed Income Security Setup

How Automating Client Onboarding Can Help Small Investment Management Firms

Cyber Security--It’s Not an IT Problem

Asset Management & Hedge Funds

How Asset Managers Overcome Data Challenges and Master Snowflake

Asset Management Trends 2024

Hedge Fund Trends 2024

How to Increase RIA Valuation: 12 Best Practices

Cold Email Marketing Tips for Financial Advisors in 2023

How Small Investment Firms Gain an Edge over Larger Competitors

How To Be a Great Investment Operations Manager

Asset Servicing Solutions Made Simple

5 Asset Management Automation Use Cases

Advent Corporate Actions Support with Empaxis

Advent Axys and APX Outsourcing Services with Empaxis

Trade Settlement Services - Post-Trade Processing with Empaxis

6 Reasons Why Documentation Is Important for Your Investment Operations

Why Do Hedge Funds Fail?

The Best 5 Books for Operations Managers

EDIT: A Solution to Asset Management Challenges in Operations

Fund Administration Outsourcing: Services & Benefits with Empaxis

The Benefits of Outsourcing for Separately Managed Accounts (SMAs)

Is Your Firm a Good Candidate for Hedge Fund Back-Office Outsourcing?

How to Outsource Your Middle-Office

How Do Hedge Funds Get Clients & Win Sovereign Wealth Fund Mandates

Why a Large AUM Isn't Everything

Launching a New Fund? Let the Investors Know You’re Outsourcing.

3 Reasons Older Investment Firms Could Fall Behind

How to Avoid Phishing Scams in Investment Management

How to Establish Benchmarks for Operations

Six Sigma Benefits for Investment Managers

Endowment Fund Operations Best Practices

Client Testimonial Best Practices for Investment Advisors

What To Do If Your RIA Website Goes Down

Being Open to New Ideas Requires Commitment & Time on the Calendar

Financial Advisor Website Security Best Practices

Investment Management Jobs Where Humans Are Needed Most

How to Prepare for an SEC Audit

How RIAs Boost Efficiency Through Data Integration

RIAs, How Much Office Space Do You Need?

Why Alternative Asset Managers Need a TAMP

Do You Have a Post-Coronavirus Business Recovery Plan?

9 Data Management Tips for Investment Managers

5 Solutions for Investment Management Operations Problems

Top 5 Operational Headaches for Investment Management Companies

Outsourcing Helps Hedge Funds Satisfy Investor Due Diligence Demands

How Investment Firms Can Prepare Their Operations for a Recession

Best Practices for Maintaining Clients’ Private Equity & Hedge Fund Data

Hedge Fund Risk Management: Outsourced vs. In-House Functions?

How Outsourcing Can Boost Asset Management M&A Success

Financial Services Fee Compression: How Your Operation Can Manage

How to Stop Employee Idle Time in Investment Operations

Why Investment Management COOs Should Think Like CFOs

Municipal Bonds Setup: What Operations Managers Should Know

Common Pitfalls of Global Fixed Income Security Setup

Cyber Security--It’s Not an IT Problem

Automation & FinTech

To Master AI, Family Offices Must Learn Prompt Engineering & LLMs

Prompt Engineering: The Ultimate AI Skill for Investment Operations

Machine Learning, Deep Learning, and LLMs: The AI Developments Transforming Investment Management

Low-Code/No-Code Cloud Tools: Powering Managed Services & Revolutionizing Investment Ops

Accelerating Digital Transformation: How Empaxis Streamlines Cloud Migrations for Asset Managers & Software Companies

RPA Team and Project Management: A Blueprint for Implementation Success

RPA for Private Equity Data Processing & The Need for Specialty Vendors

Manual vs. Automation Regression Testing: The Pros and Cons

QA Testing Tool Comparison: Jenkins vs. Mabl

The 10 Most Advanced Automated Software QA Testing Tools

Outsourcing Quality Assurance Testing - Why Investment Management Software Companies Need 3rd Party Experts

Target Operating Models: How Investment Firms Achieve Strategic Objectives

Most Software Implementations Fail. You Need the Right Partner.

Back-Office Technology Mistakes RIAs Should Avoid

AR/AP Automation 101: 7 Things Businesses Should Know

Why Excel Spreadsheets Are a Problem for Investment Firms

A 40-Hour Ad Hoc Performance Request, Empaxis Did It 10x Faster

Asset Servicing Solutions Made Simple

5 Asset Management Automation Use Cases

Data Warehousing in Financial Services: Why RIAs Need Centralized Data

4 Steps to Get Started with Automation in Wealth Management

ZATCA E-Invoicing Automation for Wealth & Asset Managers

How We Automate Opening New Accounts for Institutional Advisors

AI in Investment Management: What To Know and How to Benefit

Robotic Process Automation in Financial Services Case Study

Middle Office Automation: 4 Processes to Automate

How RPA Works for Money Managers: What RPA Can and Can't Do

Fee Billing Made Easy for Pension Funds & Institutional Advisors

How Family Offices Automate Data Extraction for Investment Statements

Private Equity Investing and Automation for Wealth Managers

5 Steps to Digital Transformation in Finance and Investment Management

How Legacy Asset Management Tech Hurts your Business & Repels Talent

Pros and Cons of Keeping Legacy Portfolio Management Software

What is a TAMP?

Portfolio Management Software: 8 Things to Look For

Why Your Legacy Portfolio Accounting Software Is Letting You Down

How RIAs Boost Efficiency Through Data Integration

How Third-Party Vendors Take Advantage: What You Should Know

What You Risk If You Don’t Get Rid Of Your Legacy Fintech Software

Why Alternative Asset Managers Need a TAMP

How to Make It Easier Moving to a New Portfolio Accounting System

How Pandemics and Other Crises Affect Your Need For Fintech

5 Essential Tools Financial Managers Need to Go Digital in 2020

Upskilling Wealth and Financial Managers to the Digital Age

4 Reasons Why Building Your Own Portfolio Accounting System Is Risky

What is Data Warehousing and How Do Financial Firms Use It?

3 Reasons Financial Bots Fail (And What Advisors Can Do)

Ditch Paperwork and Automate the Client Onboarding Process

Reconciliation Automation Tools To Improve Operational Efficiency

5 Risks of Investment Management Automation

How Automating Client Onboarding Can Help Small Investment Management Firms

Investment Manager Operations Profit from New Automation Tools

Compliance & Security

6 Reasons Why Documentation Is Important for Your Investment Operations

Outsourcing Helps Hedge Funds Satisfy Investor Due Diligence Demands

International Markets

Asset Management Trends 2024

Family Offices in Singapore 2024 - Outlook, Trends, and Services

The Rise of Asian Family Offices and the Growing Demand for Talent

Hong Kong Family Offices 2024 - Outlook, Trends, Services

Family Offices in Switzerland 2023 - Outlook, Trends, & Services

Outsourcing in Saudi Arabia: What Banks and Institutions Should Know

ZATCA E-Invoicing Automation for Wealth & Asset Managers

Saudi Arabia Wealth Management: Solutions to Operations Challenges

Modernizing Operations Guide for Saudi Arabian Investment Firms

Family Offices in India 2023 - Outlook, Trends, & Services

Family Offices in the Middle East - Outlook and Services 2023

How Singapore Investment Firms Stay Competitive Globally

Top Middle-Office Outsourcing Providers – How Empaxis Compares

How GCC Banks & Money Managers Improve Operations & Staffing Efficiency

RIA Marketing Tips for Your Website

Why Wealth Managers Should Get New Business in Singapore

Reasons Hong Kong Investment Firms Should Outsource

How Investment Managers Can Get New Business in Asia

About Empaxis

I Visited the Empaxis India Offices. Here Are 7 Major Takeaways.

Why Channel Partnerships Fail in Investment Management

Empaxis: The Team Together Longer Delivers Superior Results

RIA Back-Office Outsourcing: Why Empaxis

How Empaxis Builds Successful Software Implementation Teams

Most Software Implementations Fail. You Need the Right Partner.

Message from the New Empaxis President

EDIT: A Solution to Asset Management Challenges in Operations

Empaxis 2022: A Year in Review

Why Face-to-Face Communication in India Is Important in Business

Top Middle-Office Outsourcing Providers – How Empaxis Compares

Ella Stone Wins Empaxis Scholarship

Reasons to Work at Empaxis

Celebrating the Women of Empaxis

Rachel Williams Chosen as Empaxis Scholarship Winner

Working at Empaxis: Lessons Learned from Our CEO

The Empaxis Advantage: Why We’re a Global Firm

Nikhila Bulusu Receives Empaxis Scholarship for Women in Business

Get the latest in financial technology support, AI and digital transformation and investment operations outsourcing

Our monthly newsletter features helpful resources, articles, and best practices to implement within technology providers and investment firms