Wealth Managers

Outsourcing wealth management operations

Empaxis clients - wealth managers

Tackle operational workflow inefficiencies with world-class financial technology

Wealth managers have a lot on their plate: increased client demands, an ever-changing regulatory environment, and the challenges of maintaining profitability.

Wealth managers need viable, long-term solutions. The change starts in operations, and Empaxis is ready to help.

Benefits of outsourcing: Automate workflows & cut costs

Non-core tasks take up valuable time and resources that could be better spent focusing on what you do best.

When you have more time to focus on generating revenue and servicing clients, you will succeed in your mission. Outsourcing lets you do that.

Wealth managing firms have many positive things to say about outsourcing, according to a recent AssetMark Financial Holdings study:

  • 86% said outsourcing had made them more successful.
  • 84% said outsourcing enabled greater oversight of portfolios.
  • 78% regretted that they had not started to outsource sooner.
Empaxis investment operations statistic
Percent of wealth managers who regret that they didn't start outsourcing sooner.
-AssetMark Financial Holdings

Empaxis outsourcing services for wealth management operations

When you partner with Empaxis, you benefit from the 17+ years of experience we have in driving greater process efficiencies for wealth managers. It means more timely, high-quality deliverables, and we pass the cost savings on to you.

Operations as a Service

Streamlined back-office reporting, billing, and portfolio management data processing. Overnight process monitoring, quality control checks, and GIPS-compliant pre-tax/after-tax performance reporting.

Platform as a Service

Cloud-based, turnkey system to see reports and data; integrates with thousands of custodians and financial firms (including Schwab, Fidelity, TD Ameritrade, Pershing, State Street, Bank of New York Mellon).

Automated Tools

Enjoy faster turnaround times. We set up and manage automated bots for you.

Migration and Development Projects

We help you migrate data and develop the applications you need to get the job done.

Additional benefits

We work around your time schedules and requirements.  


We work 100% within your environment. You set the parameters and maintain the controls.


We work with all systems. Want to keep your existing wealth management technology or upgrade to a more modern platform that we provide and run for you? Empaxis helps in all areas.

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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