Since 1999, Oakbrook Solutions, Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. 
Oakbrook provides consulting services and software solutions that solve problems commonly faced within our industry.
Markets served include:
  • Wealth / Investment Management
  • Private Banking
  • Trust and Custody
  • Retirement Services
  • Registered Investment Advisors
  • Family Office
  • Broker / Dealer
Oakbrook Solutions helps firms in the Wealth Management Industry:
  • Deliver high quality service
  • Increase efficiency 
  • Reduce risk
Achieving these objectives are complicated by proliferation of software applications, increased data aggregation needs, growth in product and organizational complexity, and heightened standards of quality, regulatory compliance, and internal controls.
We focus on our expertise and commitment to our clients to develop solution offerings that address these challenges commonly faced in the wealth management industry:
  • Oakbrook Assisting with Trust Platform Evaluation
  • Oakbrook Assisting Top 10 Trust Bank with Re-engineering Efforts
  • Oakbrook Launches Wealth Management Strategy Center
  • Oakbrook Engaged by a Top 5 Financial Institution
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United States 301 N.Main Street | Suite 2304 | Winston-Salem, NC 27101 | Phone 336-714-0321 | Fax 336-217-8810
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