Family offices

Outsourcing family office operations

Empaxis clients - family offices

Streamline and automate your family office processes

Born out a multi-family office, Empaxis knows that every family office has its own goals, investment strategies, workflows, and reporting requirements.

That’s why we customize our offerings to meet your back-office needs, leveraging a perfect mix of human talent, automation, and cloud-based financial technology.

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Family Office Outsourcing Solutions

We focus on operations so you don’t have to.

Empaxis services including portfolio accounting, automation, and an all-in-one platform for reporting, data, and documents:

  • Daily account reconciliation (transactions, positions, cost basis)
  • Customized consolidated reporting
  • GIPS compliant pre-tax/after-tax performance reporting
  • Cost basis updates
  • Network hosting
  • Ability to work with data from any source

Automate alternative investment processes

  • Private equity statement downloads
  • File naming and storage
  • Data extraction
  • Report creation
  • Emails and notifications
Learn more about Empaxis RPA solutions
Empaxis investment operations statistic

Benefits of Outsourcing

Have a team run your back office so you can focus on what you do best.

Every family office may be different, but they often make the same operational mistakes:

  • Doing manual work that results in numerous errors and wasted time
  • “Experimenting” with new hires
  • Attempting to implement new technology
  • Running the portfolio accounting software on their own
  • Hiring family members to handle work beyond their capabilities

When outsourcing with Empaxis, you avoid all these issues.

Additional benefits

Lower your operating costs & minimize reporting errors

Avoid the challenges above by outsourcing, where you'll benefit from:

Empaxis India office - investment operations outsourcing
Lower operating costs

With operations outsourcing, family offices are paying strictly for labor costs; they’re not having to pay for benefits, perks, sick-leave or vacation days associated with in-house hires. Family office reconciliation and other reporting requirements can be run at lower costs than if they were to be done in-house.

Access to expertise

Outsourcing provides family offices a low-cost way to have experts who understand portfolio accounting and the software to run the reports. These firms should have mature processes in place for report generation, data accuracy, quality controls and protecting personal information.

For a family office to try and set everything up on their own can be ineffective and a waste of resources; outsourcing firms may help prevent those situations.


Outsourcing makes it easier for family offices to ramp up or down their operations. When things get busier or slower, the services provider adjusts staffing needs accordingly, as they already have the trained backups to perform the work and can be used and set aside at any time.

Outsourcing your family office’s operations can help you in other ways too, including less overall operational complexity for the organization, access to the latest technology, more time to focus on core competencies and increased reporting quality.

Let’s have a conversation

Want to learn more? Curious to find a better way to handle your procedures and cut your costs? Whether you’re ready to get started or simply exploring options, let’s chat. There’s no charge to you.

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