Automation Services

Save Money, Get Work Done Faster with Automation in Financial Services

Stop doing manual work. It’s costly, time-consuming, and error-prone.

What’s more, fee compression isn’t going away, and neither are your competitors.

Wealth and asset managers need to be more efficient than ever. It’s time to automate, and Empaxis can help.

Automation Solutions for RIAs, Family Offices, and Institutions

Getting Started Is Easier Than You Think

With the help of Empaxis:

Automation Benefits

A tried-and-trusted services provider, Empaxis is proud to be recognized by UiPath as a strategic partner in delivering automation and RPA (Robotic Process Automation) solutions to investment firms globally. Learn more about Empaxis RPA solutions

When partnering with Empaxis, you reap all the benefits:

Let’s Have a Conversation

Want to learn more? Curious to see if there are opportunities to automate and cut your costs?

Whether you’re ready to get started or simply exploring options, let’s chat. There’s no charge to you. 


Meet with Empaxis

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Cornerstone Advisors

“(With Empaxis), we were able to get our client management team out of the tedious and potentially risky business of manually entering in operational information about clients. That alone has provided us tremendous value.”

– Aimee Hauff, Director, Investment Operations, Cornerstone Advisors, Inc.

Read More

Read the case study

Cornerstone Advisors

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Ready to talk?

We would be delighted to discuss your opportunities and requirements regarding Operations as a Service.

Email Us:

Call Us:

+1 (310) 356 5831

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