Middle- and back-office outsourcing for investment managers

Middle- and back-office outsourcing
Empaxis India office - investment operations outsourcing

Our team of portfolio accounting experts can streamline your workflows & dramatically reduce costs.

Whether your investment firm is ramping up or pulling back, outsourcing gives you the staffing flexibility to add or reduce labor as needed. Plus, with Empaxis handling your middle- and back-office operations, you'll have more time to focus on revenue-generating activities.

Empaxis operations outsourcing benefits

Worldwide, 24/7 support

100% transparency — we work with your technology, in your environment, under your control

Eliminate the hassle of employee turnover

Hire trained middle- and back-office asset management and wealth management talent quickly

Minimize human errors

Account reconciliation for nearly all currencies, regions, & asset classes

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Our back- and middle-office services include:

Reconciliation reporting

Timely, accurate reconciliation delivery regardless of portfolio complexity, including transactions, positions, market value and cost basis to deliver accurate monthly reports quickly.

Performance reporting

GIPS standards or proprietary performance measurement and review service.


Billing statements prepared for your clients according to required schedules.

Cost basis

Cost basis input and calculation, capital gains tax rate calculation.

Corporate actions processing

Stock splits, reverse splits, spin-offs, cash dividends, mergers and acquisitions, bond calls, tender offers, ticker and CUSIP changes.

Fees & expenses calculation

Calculating management fees, incentive fees, excluding special members and accruals.

Partnership reports

Report generation in various formats to save you time and money.

NAV calculation reports

Net Asset Value reports to know true valuation of clients’ portfolio assets and funds.

Auditor liaison

We work directly with your auditors at year-end to ensure they have the necessary documentation.

Our sole focus is MBO for asset and wealth managers. See how Empaxis can help you ➜

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 for operations as a service, let’s chat. There’s no charge to you.

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