We do it for RIAs, family offices, foundations & endowments, private banking, retirement services, and providers (and their clients) of trust and custody services.
Lava is a unit of Oakbrook Solutions, which was named “Best Consulting Firm for Family Offices” at the 2019 Private Asset Management Awards and was the first to bring Business Process Management (BPM) to Wealth Management. We equip firms to automate workflow applications quickly and effectively, regardless of platform.