We’ve revolutionized asset management

Asset Management Outsourcing for Operations

As an asset manager, your challenges loom large. Throughout your day, the competition for investor funds pushes you to broaden your portfolio across multiple asset classes, currencies, and regions—but managing these complexities can overwhelm your back office.

Empaxis offers you a proven solution. Our team provides asset managers with comprehensive, cost-effective middle- and back-office outsourcing that aligns with your specific processing—allowing you to scale with efficiency and ease.

We work with data feeds from over 2,200 custodians and financial firms—we mean it when we say our team can receive, aggregate, and process any data.

Here’s what we can offer your firm:

Daily account reconciliation (including transactions, positions, and tax lots) that ensures consistent and accurate accounts

Customized, GIPS compliant pre-tax and after-tax performance reporting

Application support and integration

Comprehensive overnight process monitoring

Succinct billing preparation

Timely cost basis updates

Case Study: Cornerstone Advisors

We knew we were going to launch new products and target new types of clients, which would lead to growth and require scalability. We also knew that if our back-office was not prepared to sustain that growth, these initiatives we were putting in place would not be successful. Aimee Hauff, Director, Investment Operations, Cornerstone Advisors, Inc.

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