$4B RIA

Case study – $4B RIA

Problem

$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.

Solution

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.