Atlas
Portfolio calculations, allocation, holdings, portfolio history, performance views, and rebalancing information.
The technology behind a clearer financial experience.
OakBridge One connects portfolio management, market information, security, analytics, planning, communication, and account records.
The OakBridge architecture
OakBridge One
Meridian
Securities information, market prices, historical data, market status, company information, and market statistics.
Sentinel
Login anomalies, device changes, unusual transactions, location anomalies, and account-takeover indicators.
Horizon
Portfolio analytics, allocation analysis, risk analysis, historical comparisons, and scenario analysis.
Compass
Financial goals, planning scenarios, contribution planning, retirement projections, and allocation discussions.
Bridge
Messages, alerts, account notifications, service communications, and research notifications.
Ledger
Account records, activity, transaction history, documentation, and statements.
Client Experience
OakBridge Intelligence
Portfolio explanations
Integrated intelligence capability within the OakBridge platform.
Market summaries
Integrated intelligence capability within the OakBridge platform.
Research discovery
Integrated intelligence capability within the OakBridge platform.
Financial-document analysis
Integrated intelligence capability within the OakBridge platform.
Portfolio monitoring
Integrated intelligence capability within the OakBridge platform.
Educational explanations
Integrated intelligence capability within the OakBridge platform.
Scenario analysis
Integrated intelligence capability within the OakBridge platform.
Investment research organization
Integrated intelligence capability within the OakBridge platform.
Infrastructure partners
Northstar Clearing Services
Clearing infrastructure
HarborPoint Custody
Custody infrastructure
VectorMarket
Market-data infrastructure
ClearGate Identity
Identity verification
SentinelGrid
Fraud and security infrastructure
Meridian Financial Network
Financial infrastructure
Aster Cloud Systems
Cloud infrastructure
Orbit Analytics
Analytics infrastructure