The firms say WealthWorx promotes efficiency and client-level customization. Wealth-management consultancy Oakbrook Solutions has tied up with business process-management technology provider Appian to deliver its WealthWorx processing solutions to high-net-worth advisory firms.

"The Appian Enterprise BPM platform's unmatched functionality and ease-of-use, together with its superior audit, control and security capabilities, is the optimum BPM platform for our market," says Oakbrook's CEO Tony Painter.

"It will enable WealthWorx to drive process efficiency, control, transparency, and flexibility in a complete solution that is 100% configurable for the unique needs of each client."

Integration

The firms say WealthWorxoffers integrates front- and back-offices including critical functionalities such as client qualification and acceptance, account opening, funding and compliance.

"Oakbrook's unmatched financial business and systems experience will enable them to uniquely leverage Appian's BPM technology," says Joe Barry, v.p. for "channels and alliances" at Vienna, Va.-based Appian. "Appian is the acknowledged leader in [business-process management] solutions for the financial services industry. The combination of our platform with Oakbrook's proven expertise and delivery track-record creates an unbeatable value proposition for WealthWorx customers."

Winston-Salem, N.C.-based Oakbrook, a Winston-Salem financial-service firms on processes for and approaches to investment management, private banking, trust, custody, and family-wealth management. -FWR

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