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.
Empaxis was selected to tackle Cornerstone’s trade reconciliation process while producing reports reconciling more than 10 custodian banks. Empaxis also assisted Cornerstone in retiring a legacy database, which involved the migration and reconciliation of all of its client data.
Cornerstone Advisors began seeing results within two weeks of engagement. Find out more about the services Empaxis provided and how the company can help your firm see achievable results with a custom-fit solution.