ASSET Managers

Outsourcing asset management operations

Empaxis clients - asset managers

Fight fee compression, free up your time, and simplify your operation

As an asset manager, you face many complexities. The competition for investor funds pushes you to broaden your strategies across multiple asset classes, currencies and regions. You’re also dealing with separately managed accounts (SMAs) and fee compression. Managing all these complexities can overwhelm your back office.

You need the time to focus solely on investing and serving your clients. Let Empaxis handle your asset management operational needs.

Benefits of outsourcing: Focus more on your clients & generate additional revenue

You can spend more time to focus on value-added activities.

Freed up time is the number one reason why investment firms choose to outsource. Leveraging technology and outsourcing middle- and back-office functions helps asset managers save significant money, which in turn frees up managers to focus more on clients.

“Client profiling, data analytics and operational flexibility will be increasingly critical to effectively target and service an increasingly diverse client base,” says KPMG.

You can relieve the burden and costs of account administration.

The resources required to support advisors’ management activities are time-consuming and costly. Offloading those tasks by taking advantage of asset management solutions can save your staff for other activities like client engagement and networking.

You can retain and generate more revenue.

According to BCG, firms with an AUM of $100 billion can save 15% to 20% of total costs through initiatives such as outsourcing — a $16 billion to $21 billion opportunity across the industry.

And according to an SEI study, advisors who outsource add $14.5 million to their assets annually — double what in-house investment managers add.

Finally, a Fidelity study indicates that 84% of firms and advisors who outsourced operations to specialists reported that they’d had a successful experience.

  • 77% said outsourcing saved them time;
  • 66% said it helped increase productivity;
  • 57% said it optimized efficiency; and
  • 53% said outsourcing allowed their firm to deepen client relationships.
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Empaxis investment operations statistic
Percent of firms & advisors who say they've had success with outsourcing operations.

Empaxis outsourcing services for asset management operations

Middle- and back-office services
  • Daily account reconciliation that ensures consistent and accurate accounts
  • Customized, GIPS compliant pre-tax and after-tax performance reporting
  • Succinct billing preparation
  • Separately managed account reports processing
  • Timely cost basis updates
  • Comprehensive monitoring of overnight processes
  • Support and integration of applications
Turnkey asset management platform

Empaxis provides asset managers with a proven outsourcing solution for operations, thanks in part to our TAMP1 platform.

The TAMP1 platform provides asset managers with a comprehensive, one-stop place to see all data and reports. Automation tools are built into the platform to pull in data from 1,800+ sources and develop customized reports quickly.

Let’s have a conversation

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.

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