Description
Oakbrook Solutions, Inc., a consulting and staffing firm, offers wealth management solutions. It provides consulting services, such as software products and solutions, strategic consulting and implementations, family office solutions, vendor evaluation and selection, project services and solutions, enterprise risk management solutions, and client transition management services. The company also provides sourcing solutions that execute search and consulting services for vendor specific expertise, research and reconciliation, staffing backfill, and conversion support, as well as business, systems, and operations. In addition, it offers application support services for software products in the wealth management space; support, maintenance, and development services for various proprietary and industry products; and WealthWorx, a process automation and management solution. The company serves wealth/investment management, private banking, trust and custody, retirement service, registered investment advisors, family office, and brokers/dealers markets. Oakbrook Solutions, Inc. has strategic partnership with Appian Corporation. The company was founded in 1999 and is based in Winston-Salem, North Carolina.
Corporate Address
301 North Main Street Suite 2424 Winston-Salem, NC27101 United States of America
United States of America
336-714-0321
Tags:
Investment Research, Corporate Banking, Research Development, Market Research Firm, Credit Card Loans, Management Research, Research Consulting, Industry Research