New Podcast: Why Outsourcing Your Clearing Platform Assessment, Selection and Implementation Processes Makes Sense

growthWhether you are considering exploring your clearing options, changing from self-clearing to fully-disclosed (or vice-versa) or starting a broker-dealer, Oyster will help you make the best decisions with an assessment of your business, analysis to help drive decisions, and even walk you step-by-step through a vendor selection and conversion processes.

In this week’s episode of Oyster Stew, Part 3 of a 3, Managing Director Pete McAteer talks about why outsourcing the platform assessment, selection and implementation proccesses may be the right choice for your firm, and how Oyster Consulting is uniquely positioned to help.

For more information about our platform advisory services, listen to our previous podasts “Should You Be Assessing Your Clearing Platform,” and “Clearing Platform Selection and Implementation,” or click here for additional information.

Oyster provides free resources such as podcasts and blogs, as well a team of consultants and software to help you organize and automate your compliance program. Oyster Consulting has the knowledge and experience to support your efforts to achieve compliance. To learn more about how we can help your firm, please give us a call at (804) 965-5400 and a Relationship Manager will be glad to connect you with an Oyster expert.