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Case Studies

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The Conifer Group

The Conifer Group, which provides fund administration, trading, prime brokerage and middle office services, wanted to monitor all client systems overnight without adding full-time staff. The Conifer Group also sought to lower service delivery costs and wanted a third-party monitor to provide quality control.

Find out more about what The Conifer Group required, why Empaxis was selected to provide the staffing solution, and the quick, positive results Empaxis helped deliver in this investment firm case study.

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London Based Wealth Management Firm

A global wealth management firm with £1 billion AUA had an unusual need. When a key operations employee with combined IT and operations experience departed this London-based firm, the company was left scrambling to fill the position without disrupting its current operations.

This firm looked to Empaxis to provide outsourcing services while maintaining control of its infrastructure. It also wanted to diversify its operations workforce and resources to maintain coverage despite any employee challenges.

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Cornerstone Advisors

Cornerstone Advisors, a U.S.-based Registered Investment Advisor that is ranked in the top 50 with more than $2 billion AUM, wanted to diversify its investment products and attract new clients. This multiyear initiative began with an extensive review of its back-office to locate opportunities to streamline operations and reengineer for scalability. Cornerstone also wanted to outsource trade reconciliation and the updating of performance history.

Cornerstone Advisors selected Empaxis over other service advisors to create a custom-fit solution to its needs. Download this investment case study to find out more about Empaxis’ solution and the results Cornerstone Advisors saw within two weeks.

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