Resources

Featured Content

Automation Guide for RIAs

In this day and age, doing work manually just won't cut it. The time and money you lose each day by inefficient processes only gives your competitors the advantage.

Find out more about the benefits of automation and numerous ways you can leverage it within your organization.

You don't have to be an expert in automation to make it happen. All you need is the desire to automate.

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Case Studies

The Conifer Group

Learn how Empaxis helped Conifer cut costs while handling operational support and monitoring quality control. …read more

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London Based Wealth Management Firm

Learn how Empaxis helped provide much needed operational talent for this London-based wealth manager after the sudden departure of a key employee. …read more

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Cornerstone Advisors

Learn how Empaxis delivered a custom-built solution for Cornerstone, streamlining their reconciliation and performance reporting processes case studies.

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Ebook

Why move from client-server portfolio accounting software to a TAMP

Learn about the benefits of moving away from legacy software and moving to turnkey asset management platform (TAMP) systems.

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White Paper

Making Outsourcing Work: Choosing the Right Solution for Investment Managers’ Operational Needs

Learn how to properly leverage outsourcing to cut costs and increase efficiency.

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FAQ

What are your fee structures?

Our fee structures are based on volume and complexity. To give an accurate pricing structure, we would have a discovery call, and then we will present you a structure suited to your firm’s requirements.

I am interested in automation. What are some processes you automate?

Billing, onboarding, private equity and hedge fund statement processing, and internal reporting document management are some of the processes we have helped automate for other firms.
We can simply set up the bots for you or manage the entire process (setup and maintenance).

The reports we need are highly customized. We manage a lot of SMAs. Our firm does not have a one-size-fits-all approach. How flexible and confident is your firm in handling our requirements?

Customization is what we do. We are no stranger to SMAs and catering to our clients’ unique needs. As we keep close contact, we will gather all data and knowledge points necessary to provide a high degree of customization.

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Blog

October 13, 2021 - Stephen Van de Wetering

Back-Office Support Solutions – How Empaxis Helps

Back-office support is in the Empaxis DNA. It's how we got started, and it will always remain a core

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October 7, 2021 - Samrat Malakar

Reasons to Work at Empaxis

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September 29, 2021 - Doug Moromisato

Back-Office Technology Mistakes RIAs Should Avoid

Back-office technology mistakes come at a cost: your time, money, and energy. Advisory firms should do everything to av

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Stay in touch with Empaxis to get the latest in automation and financial technology developments.

Empaxis In The News

March 2, 2021

Fintech Provider Empaxis Strengthens Compliance Credentials, Earns ISO 22301 Certification

EL SEGUNDO, Calif., Mar. 2, 2021 /PRNewswire/ -- Empaxis Data Management, a global provider of financial technology and operations outsourcing for investment firms, has added to its compliance qualifications, becoming ISO 22301 certified.

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January 26, 2021

California-Based FinTech Provider Empaxis Expands, Announces New India Location

EL SEGUNDO, Calif., Jan. 26, 2021 /PRNewswire/ -- Empaxis Data Management, a cloud-based financial technology and middle-and back-office services provider for investment management firms, has announced the opening of a new office in Kolkata (formerly Calcutta), India.

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March 2020

Empaxis CEO Stephen Van de Wetering Featured in Private Banker International Magazine (Page 7)

Why Outsourcing Non-core Functions Could Require Greater Attention. Wealth managers clearly have much to gain from outsourcing non-core functions; however, regulatory concerns suggest that – in some cases, at least – the process needs to be handled with greater care. Paul Golden writes.

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