Winston-Salem, NC (Vocus/PRWEB) February 22, 2011
Oakbrook Solutions, Inc., the leading provider of solutions for the Wealth Management industry, announces its participation in the 2011 ABA Wealth Management and Trust Conference being held March 6th – 8th in Miami, Florida at the Loews Hotel.
Featured consulting services will include:
- Business Assessment and Optimization
- Fee Optimization
- Starting a Trust Company
- Conversion and Integration Services
Oakbrook will also highlight increased focus in the retirement services area and feature their ACATS and CBRS solution developed for clients to facilitate compliance with the new cost basis legislation effective in 2011.
Tony Painter, CEO of Oakbrook Solutions stated, “We are excited about our participation in this year’s ABA conference. In the past year, we have successfully implemented our first WealthWorx® client, Edward Jones. In addition, we continue to be involved in significant bank merger related activity. These experiences as well as our new consulting offerings in the retirement services area mean we have a lot to discuss with both our current and future customers.”
Attending the Conference from Oakbrook Solutions will be the following:
- Tony Painter, CEO
- John Bovatsek, Managing Director
- Tim Buhler, Senior Relationship Manager
- Mike Snively, National Sales Director
- Ashley Love, Marketing Manager
For more information about these solutions, please visit us during the 2011 ABA Wealth Management and Trust Conference at booth #409. In addition, supplemental information can be found on our website at http://www.oakbrooksolutions.com.
About Oakbrook Solutions
Since 1999 Oakbrook Solutions Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. We provide consulting services and software solutions that solve problems commonly faced within our industry. Through our focus, expertise, and commitment to our clients, we have successfully serviced firms of all sizes, from start-up organizations to the world’s largest financial institutions.