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* Wealth / Investment Management
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* Retirement Services
* Registered Investment Advisors
* Family Office
* Broker / Dealer

Oakbrook and Appian announce partnership to deliver WealthWorx®  Process Solutions for Wealth Management

 


   YOUR STRATEGY AND EXECUTION PARTNERS FOR
   WEALTH MANAGEMENT SOLUTIONS

   From Strategy through Execution, Oakbrook Solutions provides Expert Services to assist    Wealth Management firms with all aspects of their business including:

   Business process management, systems integration, Trust company start-ups, acquisitions,
   new products or services and global market entry.


        Our skilled analysts, project managers, and in-depth experience with all major vendor systems         combined with business, operations management and development expertise will enable your         organization to accomplish these and many other objectives!

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ABOUT US

Oakbrook Solutions was founded by industry experts who pioneered many significant milestones and successes within the Wealth Management industry. Since as early as 1976 the individuals on Oakbrook's management team were key employees contributing to the successes of SEI Investments, SunGard, Fidelity Investments, Broadway & Seymour, and others. With those accomplishments behind them, Craig Cook and Tony Painter founded Oakbrook in 1999. Craig's expertise includes many years in the design and development of Trust and Custody systems and other Wealth management applications. Prior to the establishment of Oakbrook he was the President of Cornerstone Software, Inc., a software consulting and development firm that focused primarily on Trust systems applications. Tony Painter, the President of Oakbrook, has many years in the Trust and Securities industry in a variety of management and lead roles in addition to establishing and running his own consulting company, Project Services Inc. Oakbrook's niche is providing Expert Services that financial services companies must have when acquiring, implementing and integrating other businesses or products. Tony and Craig realized that by consolidating their companies and expertise in creating Oakbrook Solutions they could provide the market with a unique combination of talent and resources necessary for success. These resources are a blend of project, consulting, and technology deliverables which can be bundled with project management, business analysis, development, and staffing services to deliver a complete solution to the client.


Clients today want quality products and also the services needed to integrate in a smooth and timely fashion. The key to success is in the development, implementation and integration of the product into your business. Oakbrook
excels at making all of these elements work together to guarantee your success!

Meet the rest of the Oakbrook Solutions team.

Oakbrook Solutions - The Details Behind the Success

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