Wealth management operations, transformed

Wealth Management Outsourcing for Operations

Rising operational costs. Talent recruitment roadblocks. Operational workflow inefficiencies. Competition from robo-advisors. As a wealth manager, your office faces these challenges on a daily basis. Empaxis offers you an opportunity to bring your middle- and back-office services to the next level, eliminating the need to find and train in-house operations staff so that you can focus on gathering assets and servicing clients. Our expert team is equipped to streamline back-office reporting, billing, and IT needs for even the largest RIAs—all while lowering costs and positioning you for scalability.

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 wealth managers, RIAs and family offices:

  • Daily account reconciliation for wealth managers (including transactions, positions, and cost basis) 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 reporting and statement generation