Platform Review

An efficient and effective suite of technology propels your firm’s growth and revenue

Oyster’s consultants will ensure that you and your existing relationships are strategically aligned to provide optimal value and results. 

The Oyster Difference

Oyster Consulting’s team of experienced industry practitioners will assess your current platforms, understand the direction of your future operating model and walk you through the questions and decisions required to maximize the value from your current platforms. 

 

We work as an advisor to your executive leadership team, considering the balance of strategy, growth objectives, service levels and budget. Oyster’s experience will help you find the optimum platform and service providers best suited for your firm. Our consultants are seasoned experts who have been on both sides when it comes to platform decisions and can provide you with faster, better results. 

Why It’s Important

Having an integrated, cohesive platform with scalability, high adoption and consistent utilization improves your employee and client experience.

Ensuring that your platform and the policies, procedures and responsibilities surrounding it are robust and support your business is paramount for the protection, continuity and growth of your firm.

 

Learn More

Transitioning Your Book of Business  

5 Things You Should Review in Your Market Access Program  

Consolidated Audit Trail (CAT) 

 

Our Process

Step 01

Discover

We listen to your goals and priorities. We create transformative change by inviting a two-way discussion.

Step 02

Plan

We customize your project by creating a scope and timeline to deliver the best experience for your team.

Step 03

Implement

Oyster maintains consistent communication to monitor and reinforce project goals while completing project deliverables.

Step 04

Deliver

Whether your need is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations.

Platform Review Services 

Providing advice and identifying platform and processing opportunities 

Providing insight and guidance on prioritization of current initiatives 

Best Practices include partner opportunities to accelerate decision making and execution. 

Cost Benefit Analysis 

Setting appropriate and attainable goals 

eBook

Whether you are looking to change from self-clearing to fully-disclosed (or vice-versa), exploring your clearing options or starting a broker-dealer, Oyster can assist with the assessment, analysis, vendor selection and conversion processes.

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