Asset Servicing Solutions Made Simple

Outsourced asset servicing solutions provide a long-term strategy to reduce the costs and complexity in your operation.

Rising costs and falling fees are nothing new in this current climate for asset managers.

Combine that with workload pressure in investment management, client servicing, and operational and admin functions, it's a lot to juggle.

And your time is limited. You can't and shouldn't be dealing with these challenges yourself.

You're in the business to make money for your clients; leave the asset servicing functions to true experts.

Empaxis Asset Servicing Solutions

We are well-versed in investment operations, solely focused in the space, and going on nearly two decades.

Our expertise and efficiencies developed allow us the ability to service your assets in a simplified, cost-effective manner.

Looking to offload your processes in bulk? Empaxis has a team at the ready, ready to take the load off your plate.

Daily Operational Processing

Our team prepares the reports and data points before the start of your day.  

  • Reconciliation and performance
  • Corporate actions management
  • Pricing
  • New account setup
  • Data management

Rest assured that when you wake up, everything is ready to go.

We talk about making things simple. What better way to do that than getting the work done while you sleep!

97% of advisors are satisfied with their decision to outsource.
98% say they deliver better investment solutions after deciding to outsource.
80% of advisors say they lost no clients or revenues when they made the transition.

Northern Trust/AssetMark survey


We can automate up to 20 different workflows for you. Check them out in our Automation Guide.

We not only make things easier for asset managers, but for ourselves as well. That's why we automate as much as we can.

Empaxis has a team of automation development experts that knows how to streamline manual and routine work. They set up and maintain bots that will carry out the tasks.

  • Reporting
  • Billing and fee calculations
  • Private investment statement processing
  • New account openings
  • Data input and organization

Timely and accurate delivery is what we're all about. Automation is one way we make it happen.

Operational Talent and Tech Resources

At Empaxis, we have all the asset servicing talent you'd need:

  • portfolio accounting experts
  • automation and application developers
  • business analysts
  • investment operations consultants
  • IT management experts

Not only will we work with your custodians, portfolio accounting software, and trade order management systems, we leverage our technology in tandem with yours:

  • Quality Assurance (QA) systems
  • Investment reporting automation tools
  • Turnkey asset management platform
  • Data migration tools
  • Dashboard analytics
  • API integration capabilities

Asset Servicing Consultation

In many cases, asset managers know they need to improve, but they don't know where to start.

They know there are issues, but they aren't sure how to develop a solution for the long term.

For that reason, firms will go to Empaxis.

Our team has years of operations experience, and our asset management consulting experts will come on site or meet virtually, doing a deep dive into your operation.

Shortly after, our team will provide a detailed analysis of your operation, with concrete steps to make improvements. Either you can implement them yourself or we can  do it for you.

Learn more about Empaxis operations consulting for asset managers.

A Solution Customized and Simple for You

View here.

No asset manager should be forced to fit into the box of their service provider. 

That's why with Empaxis, you get a truly customized solution.

1. Pick and choose the services you like. We don't bill for things you don't need.

2. Our team works according to your hours and timelines.

3. We work with your systems... or you can work with ours!

4. Ramp up or ramp down easily. We can easily adjust for your labor requirements.

5. Need help migrating data? We'll do it for you.

Staying profitable is hard when costs go up and cashflows are at risk. Constantly hiring, training, and and replacing employees will result in productivity losses, a poorer client experience, and financial losses.

If you're looking for that soup to nuts, all-in-one asset servicing solutions provider that will:

1) cut your operating costs
2) eliminate the headache of turnover
3) allow you more time to focus on generating revenue

... then Empaxis will do it.

You bring the vision and we'll implement it.

Chat with an Expert

Get the latest in automation, investment operations technology, & outsourcing

Our monthly newsletter features helpful resources, articles, and tips to implement at your investment firm. Enter your email below to subscribe: