Investment operations outsourcing services for our clients
Our clients are financially astute, savvy at trading, independent-minded — they’re the financial professionals that investors trust to manage their most valued assets, and they demand dependable service. When you partner with us, you’ll join the ranks of investment leaders who’ve taken a step toward enhancing their operational efficiency.
We offer operations services to a variety of clients:
With operational workflow inefficiencies, competition from robo-advisors, and a labor shortage, wealth managers need viable, long-term solutions.
Each day, the competition for investor funds pushes asset managers to broaden portfolios across multiple asset classes, currencies, and regions.
Growing client wealth across generations requires a sophisticated investment approach that often puts stress on back-office resources.
In today's hyper-competitive financial climate, attention should be focused on trading, not on resolving data points and reconciliation.
With multiple lines of business and so many moving parts, banks face constant pressure to serve clients and maximize profit margins.
Going independent is both exciting and challenging. You'll need to ensure that you have a solid foundation for your middle- and back-office.
Each month, Empaxis verifies and reconciles millions of data points across our client base. Our expertly-trained staff works through the night, so your team can begin each morning a step ahead. Along the way, we keep your data secure — and ensure the quality of work, backed by our Six Sigma tracking process and SSAE16 SOC1 Report Office certification.
Empaxis revolutionized middle-office and back-office outsourcing. Here’s why we continue to be the industry leader and why our clients depend on us:
Want to learn more? Curious to see if there are opportunities to automate and cut your costs? Whether you’re ready to get started or simply exploring options for operations as a service, let’s chat. There’s no charge to you.
Meet with EmpaxisWe'll only email you about once per month, and we'll always include helpful resources, articles, and tips you can use at your investment firm. Enter your email below:
