March 11, 2008

Oakbrook Solutions and Appian Partner to Deliver WealthWorx® Process Solutions for Wealth Management

WINSTON-SALEM, NC. and VIENNA, Va.— March 11, 2008 Oakbrook Solutions, Inc., an expert services provider for the wealth management industry, and Appian, an innovative global provider of business process management (BPM) technology, announced today that they have formed a strategic partnership to provide WealthWorx® Process Solutions for Wealth Management.

Wealth Management organizations face tremendous challenges with critical client-facing processes that have become more complex, cumbersome, and error-prone. Built on the Appian Enterprise BPM suite, WealthWorx® provides seamless front-to-back-office business integration for critical wealth management processes such as client qualification and acceptance, account opening, funding, compliance and other critical client-centric processes. WealthWorx® is packaged with process design and optimization, implementation, and value-added support services to provide a total solution for clients.

“Our clients require a flexible, comprehensive, yet easy-to-use solution for managing these critical processes,” said Oakbrook CEO Tony Painter. “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. 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. We are excited about the opportunity for our clients, and we are pleased to be partnered with Appian.”

“Oakbrook’s unmatched financial business and systems experience will enable them to uniquely leverage Appian’s BPM technology,” said Joe Barry, Appian Vice President, Channels and Alliances. “Appian is the acknowledged leader in BPM 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 based Oakbrook Solutions provides expert services to global financial services firms with domain expertise in Wealth/Investment Management, Private Banking, Trust and Custody, Registered Investment Advisors, Broker/Dealer and Family Office. The company possesses hands-on knowledge of all major financial applications including SEI Trust 3000, Advent, AMTrust, Metavante TrustDesk, Sungard AddVantage and Global Plus, InnoTrust and others.

Appian simplifies process innovation with Appian Enterprise, the first and only comprehensive BPM suite that is simple to use and customizable to the unique needs of individual businesses. Appian has been recognized for financial services market leadership based on its comprehensive BPM capabilities and deep pre-built processes for banks and investment firms.

About Oakbrook Solutions, Inc.
Oakbrook Solutions Inc. provides expert services to the wealth and investment management industry, including private banking, trust and custody, registered investment advisory, broker/dealer, and family office firms. Oakbrook is a professional consulting and solutions firm specializing in the Wealth Management industry. Its focus is on matching its industry, technology and product expertise and solutions to its client’s business and system needs based upon over 25 years of experience in this area. For more information, visit

About Appian

Appian provides a leading low-code software development platform that enables organizations to rapidly develop powerful and unique applications. The applications created on Appian’s platform help companies drive digital transformation and competitive differentiation. For more information, visit