Automation services

Save money & get work done faster with automation in financial services.

Stop doing manual work. It’s costly, time-consuming, and error-prone. And since fee compression and your competitors aren't going away, wealth and asset managers need to be more efficient than ever. It’s time to automate, and Empaxis can help.

Benefits of automation

Empaxis is recognized by UiPath as a strategic partner in delivering automation and RPA solutions to investment firms globally. We can help you achieve:

  • Reduced costs
  • Increased ROI
  • Fewer errors
  • Faster turnaround times
  • Maximum process efficiency
  • More scalability
  • Freed up capacity to focus on things you do best: serving clients, investing, gathering assets
Empaxis solutions - automation services

Automation solutions for RIAs, family offices, & institutions

Empaxis automation services include:

  • Data entry and data management
  • Billing and fee calculations
  • Leveraging APIs
  • Robotic process automation
  • Triggering workflows
  • Report generation
  • Email communication
  • Storing and renaming files and folders
Empaxis automation services

Getting started is easier than you think

With the help of Empaxis:

  • You do not have to change existing infrastructure and systems.
  • Bots are deployed into your existing applications. Empaxis can set up and maintain the bots for you.
  • No coding or script writing is required.
  • Accountability is maintained: Each stage is documented, enabling a clear audit trail.

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