Cornerstone Advisors

About this case study

Cornerstone Advisors, a U.S.-based Registered Investment Advisor that is ranked in the top 50 with more than $2 billion AUM, wanted to diversify its investment products and attract new clients. This multiyear initiative began with an extensive review of its back-office to locate opportunities to streamline operations and reengineer for scalability. Cornerstone also wanted to outsource trade reconciliation and the updating of performance history.

Cornerstone Advisors selected Empaxis over other service advisors to create a custom-fit solution to its needs. Download this investment case study to find out more about Empaxis’ solution and the results Cornerstone Advisors saw within two weeks.

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