Clearing Contract Review

At Oyster Consulting, we help you maximize one of the most important strategic relationship you have – your clearing partnership.

We use our industry experience and the knowledge we gained working with a wide variety of Broker-Dealer and RIA clients and their clearing or custodial relationships to provide you with targeted, cost-saving solutions.  Our consultants stay current with major clearing and custodial firms, their service offerings and representative clients. We use that knowledge to help you review your current contract, ensure business alignment and offer a comprehensive strategy to make sure you get optimal value.

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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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.