Advent Axys and APX Outsourcing Services with Empaxis


Empaxis knows Advent Axys and APX really well. Money managers benefit by partnering with us to outsource their back-office.


Providing back-office support to wealth and asset managers is a huge part of what we do.

No matter what portfolio accounting software or other systems you’re currently using, we can help run them for you. We’ll take care of the reconciliation and performance reporting as needed.

Among those systems, it is the Advent Axys and APX platforms we have considerable experience and expertise with.

If you’re looking to outsource your operation and you’re using Advent products, Empaxis is a viable option.

Advent Axys and APX Outsourcing - Why Empaxis

The Empaxis Leadership Team Consists of Former SS&C Advent Consultants

Before I founded Empaxis in 2004, I was a consultant at Advent Software, now SS&C. I helped investment firms set up their operational tech stack, using the Advent suite of products and services.

When Empaxis got going, we started working with wealth and asset managers in their back-office, running their daily processes on Advent Axys and APX.

While we have since expanded our offerings and depth of portfolio accounting software we work with, Axys and APX remains a key part of what we do.

In addition, our Client Relationships and Project Manager, David Stevens, is a former SS&C Advent consultant. David brings a wealth of knowledge and advice to our clients, and he reinforces the high level of expertise Empaxis has on Axys and APX systems.

Advent Certified Staff

If our leadership team hasn't worked directly for SS&C Advent, they most certainly hold Advent certifications.

Our COO, Samrat Malakar, is an Advent Certified APX Consultant. He has helped countless numbers of Empaxis clients on APX, and he’s trained up our team to be experts in their own right.

On top of that, we have other Advent Certified Consultants on our staff, as we’ve hired them with certifications in hand or we’ve trained them up to be certified.

Years of Experience with Advent Axys and APX

Our leadership team holds 20+ years of experience on Advent Software, and they have passed their knowledge on to our team.

Prior to joining Empaxis, our EVP, Doug Moromisato, oversaw the Advent systems at Pacific Life and Aspiriant Wealth Management. Like Samrat, Doug has played an instrumental role in training our team, and many of our most senior Advent system experts have been trained by Doug.

Collectively, this experience passed on to our team translates to:

  • Clearly documented, step-by-step processes to complete tasks
  • Finding ways to eliminate errors
  • Delivering more accurate reports
  • Automating manual processes
  • Faster turnaround times
  • Establishing quality control checks

Learn more about Empaxis middle- and back-office services.

Happy Clients

Given our extensive background with Advent Axys and APX, as well as years of experience honing our skills, Empaxis clients are the real winners.

They rest assured their reconciliation and performance reports will be ready when they start their day, accurate and completed to their standards.

They also enjoy cost savings and freed up capacity, as they have more time to grow and scale their business.

It's for these reasons that clients stay with us for many years.

Check out this case study on how one firm leveraged Empaxis to streamline reconciliation and performance reporting processes on APX.

Empaxis Can Help

If you're using Axys or APX and are thinking about outsourcing your back office operation, it's worth having a chat with us.

We know Advent systems quite well, and we've seen and done just about everything there is to do with the software.

Whatever stage you're at in terms of research or evaluating vendors, Empaxis will guide you in the right direction.


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