Consulting Outsourcing Software

We create simplicity in a complex environment

We look beyond the immediate,
helping you create a sustainable competitive advantage

What We Do

We ensure our clients have the knowledge and tools they need to thrive today, and in the future. Through our services, we establish strong relationships—we want to be your first call for objective advice, industry expertise and sensible solutions.

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Industry Insights

Use Your 2021 Compliance Challenges to Create a Roadmap for 2022

Given the heavy reliance on new technologies such as video conferencing, remote access, collaboration tools, it will be important to understand and be prepared for the regulatory requirements and cybersecurity challenges that will result.

You’ve Decided to Register Your IA – Now What?

Starting your own RIA is exciting, but some of the steps to get there can be challenging. Our experts discuss what motivates people to start their own RIA, what’s involved from a high-level view, and talk about some things we’ve seen that work and don’t work.

Are you Maximizing your Clearing Firm’s Capabilities?

Competition, regulations, technology and reduced margins may be reducing your broker-dealer’s bottom line. How do you continue to thrive in this environment? The answer may be right in front of you – your clearing firm. Join our experts as they talk about how maximizing your clearing firm’s capabilities can help your bottom line.

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The Corner Office

Content curated for and by Industry Leaders

How a corporate digital strategy can help your firm adapt and position itself for an innovative future

What is digital transformation and what are the evolving impacts for Capital Markets and Wealth Management?

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Oyster Solutions

Governance, risk and compliance software created by industry professionals for capital markets and wealth management.

Discover Our Software

At Oyster Consulting, we saw the opportunity to create a new type of consulting firm with the belief that we could create a better outcome for our clients. We believed if we hired experienced industry practitioners, with a deep knowledge of how capital markets and wealth management organizations have evolved, with a clear understanding of how firms operate and a focus on innovation instead of disruption—a focus that looks beyond the engagement to create a sustainable competitive advantage—we could help our clients make the best choices and create simplicity in a complex environment.

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