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* Retirement Services
* Registered Investment Advisors
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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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WHAT'S NEW

  • Signed a contract with Fifth Third bank to provide maintenance and development for their investment workstations.
  • Signed a contract with a large Michigan based regional bank to provide maintenance and development for their in house trust system.
  • Provided services to Fifth Third Securities for their correspondent clearing conversion.
  • Provided services to M&T for the Employee Benefit Trust Reporting group.
  • Provided services to Citizens Bank for their Charter One Bank integration.
  • SEI Investments engages Oakbrook as preferred provider for maintaining Trust 3000 Best Practices and participating in Trust 3000 conversion projects.
  • Providing conversion and implementation support for a back office outsourcing project.
  • Oakbrook opens new corporate headquarters in Winston-Salem, North Carolina.
  • Oakbrook enters into partnership agreement with Knowtions, a company providing Human Capital Optimization solutions through its just-in-time learning solution, CoachWare®.
  • Created a new service and product offering for clients converting to SEI's system for split year 5500 employee benefit accounts.  Signed first new client and began execution in November 2005.
  • Contracted with a West Coast client to construct requirements for a new Mutual Fund control and reporting platform.
  • Established and opened Oakbrook Solutions Limited based in London England.
  • Contracted with a Northwest wealth management firm to assist in a vendor product search.
  • Established a joint venture with Corporate Governance Consulting based in the UK to provide risk management compliance products and services to the US market. 
  • Contracted with a law firm in the Northeast to assist with reconciliation project. 
  • Assisted a large service provider with its operational organization and efficiency project related to an acquisition. 
  • Selected by a large midwest institution to engage in a system analysis and business assessment project.
     

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