Oakbrook Solutions help firms in the Wealth Management Industry:
• deliver high quality service
• increase efficiency
• reduce risk

Achieving these objectives is often complicated by:
• proliferation of software applications
• increased data aggregation needs
• growth in product and organizational complexity
• heightened standards of quality, regulatory compliance and internal controls

Oakbrook’s Focus, Expertise and Commitment have been manifested in the solutions we have developed to address these problems:
PRESENTING
WEALTHWORX EXECUTIVE OVERVIEW
     What's New
  • Oakbrook launches Wealth Management Strategy Center
  • Oakbrook engaged by a top 5 financial institution
  • Oakbrook launches four new WealthWorx® Process Modules
  • WealthWorx® Showcased at the ABA Wealth Management Conference in San Francisco
  • Oakbrook launches Expertise on Demand program offering
  • Oakbrook exhibits at Metavante Client Conference in Milwaukee, WI
  • Oakbrook presents at Appian Forum 2008 in Vienna, VA
  • Oakbrook exhibits at Advent Software National Conference in Las Vegas, NV
     MORE

United States 301 N.Main Street | Suite 2424 | Winston-Salem, NC 27101 | Phone 336-714-0321 | Fax 336-714-0322
United Kingdom 5 - 6 High Street | Suite 3 | Windsor, Berkshire SL41LD | Phone +44 (0) 207-1932460

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