Winston-Salem, NC (PRWEB) February 28, 2018
Oakbrook Solutions is proud to present at and sponsor the 3rd Family Office Fintech Summit on March 13, 2018 in New York City.
Family Wealth Report's exclusive Fintech event presents cutting-edge thought-leadership on the most pressing technology issues facing UHNW institutions today and offers guidance on how to make "solutions" really worthy of the name through various panel sessions, demonstrations, and networking opportunities.
Oakbrook Solutions' Chris Martinez, Managing Director of Oakbrook's Family Office Practice, will be a panelist in the session titled: Making Essential Upgrades to Ensure You Aren't Left Behind.
This panel session will explore tried-and-tested strategies to select the very best vendors and reduce third-party risk. Panelists will discuss ways to maximize the benefits and minimize the disruption and expense of change and will conclude with panelists presenting information on how to develop an effective technology roadmap that will future-proof your firm.
About Oakbrook Solutions
Since 2000, Oakbrook Solutions has been a trusted advisor to family offices large and small: from startup SFOs to multi-generational, multi-billion-dollar MFOs. Oakbrook is a leading systems, process, and delivery expert for the wealth management industry and provides consulting services and software solutions to solve common problems within the Wealth Management industry that help our clients make better decisions, increase efficiency, and reduce risk. For more information, visit http://www.oakbrooksolutions.com