Why us?

Blending proficiencies in process design, system integration, and implementation with deep experience in Wealth Management operations, LAVA reduces cost, supports scale, and spurs growth by automating complex processes and integrating new efficiencies firm-wide.

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.

We welcome all challenges

If your firm is small, with startup AUM of $1 billion or less, many of our competitors will likely ignore you. We won’t, because your challenges and opportunities are as valid as those of much larger firms. And if you’ve got north of $5 billion in AUM, hundreds of advisors, thousands of clients, and portfolios of complex products – but limited or no experience in workflow enablement – you’ll likely scare off a good many of our competitors. Not us! We welcome all challenges.

We’re pure

Pure-play BPM. While many providers take workflow capabilities, bolt them onto legacy applications, and market the hodgepodge as “BPM,” LAVA is pure-play BPM. Meaning: our solutions have their origin in workflow management. More to the point: We solve process problems with our own developed assessment process for workflow improvements – a distinction you’ll see in the current/future state assessments we use to establish requirements for automating on any workflow platform. We step into automation from the assessment, or develop automation as a future state through the same process.

We’re versatile​

For those inclined to start modestly, we’ll create a process-architecture strategy (current/future state with technical and client topology) to serve as a firm foundation for future automation. And for those looking for more – to take manual tasks and transform them into streamlined digital processes – we will also re-engineer current workflows for optimal efficiency and integration across the business.