Wealth Managers

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Wealth management outsourcing for operations

Transform your wealth management back office operations

As a wealth manager, your office faces unique challenges on a daily basis. Empaxis knows you have to produce monthly and quarterly reports, manage diverse data, balance many different custodians, work closely with private equity and hedge funds, and more.

Financial advisors are increasingly focusing on financial planning to benefit clients. That means another avenue must be found for investment management. The majority of wealth management firms are now taking advantage of wealth management outsourcing, and that’s where Empaxis comes in.

Why to outsource your wealth management operations

Wealth managers had plenty positive to say about outsourcing in a recent study.

Reduced costs, scalability and greater operational efficiency are good reasons to work with a third-party vendor, but you should know the firm on an intimate level, just as they should know your needs clearly.

Asking the right questions will give you a more informed view of how an investment operations outsourcer really works.

Questions to ask

If a wealth management outsourcing company answers yes, then you will have found one for your firm. And if these foundations are in place, you can be certain they will deliver on the promises of cost savings, scalability and increased operational efficiency.

How Empaxis can help you with wealth management operations outsourcing

Empaxis offers you wealth management outsourcing to take your middle-office and back-office services to the next level. We can eliminate the need to find and train in-house operations staff so that you can focus on gathering assets and servicing clients. 

Here’s what Empaxis can offer wealth managers, RIAs and family offices:

Wealth management tools

Platform as a service

Robotic process automation

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.

What Empaxis gives you:

We also work with data feeds from over 2,200 custodians and financial firms, including:

We mean it when we say our team can receive, aggregate and process any data. Find out more about TAMP1.


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Cornerstone Advisors

Client Snapshot Wealth manager with $2 billion AUM sought growth through diversification of investment products. Needed to streamline back office operations to ensure business scalability Elected to outsource trade reconciliation …read more


Read the case study

Cornerstone Advisors

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