About Us

Our Impact

Empaxis clients - breakaway advisors & startup RIAs

Tangible results that go straight to your bottom line.

Average operational cost savings
Client satisfaction rate
Annual client retention rate
“The thing that distinguished Empaxis from other solutions is that they understood and worked with our business model and vision rather than trying to make our business fit into a box that best matched their service. That was huge for us.”
— Aimee Hauff Director, Investment Operations
Cornerstone Advisors Inc.

Unlock a world of operational potential.

The right combination of process automation and skilled outsourcing changes everything.

Lower costs by an average of 30%.

Margins are being squeezed from multiple directions. With our process automation and outsourcing services, Empaxis delivers dramatic cost savings. Clients often experience 30% savings — and sometimes as much as 50% savings — within the first three years of engaging with us.

Reduce processing from days to hours, minutes to seconds.

When middle- and back-office operations are automated and streamlined, turnaround takes minutes versus hours or days, freeing up time for revenue generation activities.

Step up to over 99.5% accuracy.

Integrating custom-built automation technologies into your workflows eliminates time-consuming manual data entry, reduces errors, and elevates your outputs to an industry-leading standard of accuracy.

Scale rapidly with 0 barriers.

Don’t let your hard-won wins meet internal roadblocks. Process reengineering using bots makes growing your firm and adding clients, assets, and managers smooth and fast.

Deliver 5-star client experiences.

Our offshore staffing saves you real money and delivers superior quality. With our unique and proven outsourcing model, you meet your clients’ expectations for fast turnaround, information accuracy, timely report generation, error-free billing, and helpful service.

We’re data driven. Numbers tell our story.

Explore case studies of real operational transformation.

London-based Global wealth management firm with £1 billion AUA

See how Empaxis stepped in to manage overnight data feeds, support daily production, fine-tune critical systems, and provide on-demand expert support to the firm—reducing costs by 58%.

Read Case Study
Top-50 US-based wealth manager with more than $2 billion AUM

Read how Empaxis took over the firm’s trade reconciliation process within two weeks—producing a variety of reports that reconciled more than 10 custodian banks up to 66% faster.

Read Case Study
Leading provider of fund administration, middle-office, trading, and prime brokerage services

Find out how Expaxis helped deliver 100% availability on a global basis for 15 systems within the firm’s platform environment—within just one month.

Read Case Study

Ready for real impact?

See how streamlined operations can help you save time, cut costs, and increase revenue.  

Get in touch today

Get the latest in automation, investment operations technology, & outsourcing

Our monthly newsletter features helpful resources, articles, and tips to implement at your investment firm. Enter your email below to subscribe: