Since 2000, Oakbrook Solutions, Inc. has been a leading systems, process, and delivery expert for the Wealth Management industry.

We provide consulting and staffing solutions and services that solve problems commonly faced within our industry. Our services and solutions are focused on helping our clients make better decisions, deliver high quality customized service, increase efficiency, and 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 use our expertise and commitment to our clients to develop custom solution offerings that address these challenges in order to drive growth and success.

Markets served include:

  • Broker / Dealer
  • Family Office
  • Foundation / Endowment
  • Private Banking
  • Retirement Services
  • Registered Investment Advisors
  • Robo Advisors
  • Trust and Custody