Wealth Managers

Wealth management outsourcing for operations

Transform your wealth management back office operations

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

And in this COVID-19 world we live, the old way of doing things is no longer an option.

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

Why to Outsource Your Wealth Management Operations

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 in a recent 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 

How Empaxis Can Help You with Wealth Management Operations Outsourcing

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:

Flexibility  

We work around your time schedules and requirements.  

Transparency 

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

Systems-Agnostic 

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. 

Want to learn more? Let’s chat.