WealthWorxÂ®fundamentally changes the way financial services firms, trust companies and brokerages manage their operations by providing a platform that makes processes and their results both transparent and collaborative. It helps companies achieve efficient growth and significant reduction in risk through its audit capabilities and management controls.
âWe greatly value our partnership with Oakbrook Solutions and WealthWorxÂ®will play a key role in helping us achieve our client service and growth objectives going forward,â said Jeffrey A. Stuerman, President, Edward Jones Trust Company. âOakbrook Solutions used its significant expertise in the financial services industry to create an innovative solution from both a technical and subject matter perspective.â
âOakbrook Solutions is fortunate to be able to work with a visionary customer like Edward Jones Trust Company,â commented Tony Painter, CEO of Oakbrook Solutions. âStarting with the BPM Value Assessment we conducted with them and leveraging our best practice process models, Edward Jones Trust Company has been committed to the collaborative transformation of their business processes on a platform that will adapt and scale to meet their current and future needs.â
WealthWorxÂ®is the only BPM solution built specifically for the wealth management industry. Working with our technology partner, Appian Corporation, we have created an unparalleled set of prebuilt applications that can be customized for your operations to reduce cost, risk and time to market.