$4B RIA was outgrowing its technology and operational infrastructure and needed to re-architect systems and processes to facilitate growth, scale, and a better client experience.
Engaged Oakbrook Solutions to assist with the selection of a sub-accounting application for foundation and endowment services as well as the selection of a trust accounting platform to replace Advent Axys and other applications.
Oakbrook is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.
Oakbrook is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.
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