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

Turning Exam Priorities Into Action Items

In this Oyster Stew podcast Oyster Consulting’s experts discuss where exam priorities come from, how they’re used by the regulators and how you can use them to assess your compliance program.

Masquerade and concept of hiding the truth, Shark

Tokenized Securities vs Security Token

In this Oyster Stew podcast, Oyster’s experts discuss the nuances for determining if a digital token, whether it is a tokenized security or a security token, is in fact a security.

Braid with colorful strings, folk handicraft art

Clearing Platforms – The Axis of Your Relationships

There are many factors in today’s marketplace that are changing the way introducing brokers and advisory firms think about their clearing and custodial platforms. Everything you do revolves around your clearing relationships: your clients, financial professionals, support staff, technology platform, operations, digital experience and compliance are some of those dependencies, and don’t forget about the impact on your P&L.

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The Corner Office

Content curated for and by Industry Leaders

2023 Strategic Planning – Navigating Industry Challenges

Our experts share what we are hearing from our clients, from managing the effects of industry trends and technology to succession planning.

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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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