$4B Independent Trust Company

Case study – $4b independent trust company


$4B Independent Trust Company had outgrown its operational and technology framework and began to experience challenges with some internally-developed applications and integration across Portfolio Center, Salentica, Tamarac, and custodian services.


Oakbrook Solutions technical resources helped stabilize the environment and then began to develop tactical solutions to systemic issues. Oakbrook then helped the firm develop a strategic roadmap for technology, operations, custody, and other functions and subsequently managed this client’s search for a new trust systems and custody outsourcing provider.