Clearing and Custodian Consulting Services

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Unlock the full potential of your clearing partnerships. Oyster Consulting will help you ensure your clearing and custodial contracts are optimized to support your business goals.

Why Clearing and Custodian Contracts Matter

Your clearing and custodial contracts play a pivotal role in shaping the operational framework of your firm. Misalignment with business goals, outdated technology, and insufficient contract structures can affect your firm’s trajectory. From customer interactions to financial reporting, these contracts influence critical aspects of your business. However, navigating the complexities of these agreements can be daunting. Common challenges include:

  • Contract Complexity: Understanding and negotiating the terms of custody and clearing contracts can be overwhelming, especially for firms with limited expertise in this area.
  • Optimizing Value: Ensuring that you are getting the best value from your current provider or exploring opportunities to switch to a more beneficial partnership requires careful analysis and strategic negotiation.
  • Staying Informed: Keeping abreast of the latest offerings and industry trends among clearing and custodial firms is essential for making informed decisions.
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Optimizing Clearing and Custodian Contracts

Our team of experts provides personalized guidance and support to help you maximize the value of your clearing and custodial partnerships. Our services for brokerage and advisory firms include:

  • Contract Review and Negotiation: We thoroughly review your current clearing and custodial contracts, identify areas for improvement, and can assist in negotiating the best terms for your firm.
  • Transition Support: Whether you are transitioning to a new provider or renegotiating with your current one, we offer seamless transition support to ensure no disruption to your operations.
  • Strategic Advice: Drawing on our industry expertise and insights, we provide strategic advice on pricing negotiation, value-added recommendations, and best practices tailored to your specific needs.
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The Oyster Difference

At Oyster Consulting, we bring a unique blend of deep industry expertise, personalized solutions, and a proven track record to the table. Our consultants boast decades of collective experience working with clearing and custodial firms, giving us unparalleled insight into industry practices and trends.

We understand that every wealth management firm has its own set of challenges and objectives, which is why we offer tailored solutions designed to address your specific needs. Our track record speaks for itself – we have helped numerous firms save significant costs and optimize their clearing and custodial relationships.

From contract review and negotiation to transition support and ongoing advice, we provide comprehensive support every step of the way. With Oyster Consulting, you can trust that your clearing and custodial contracts are in expert hands, allowing you to focus on growing your business with confidence.

Meet Our Consultants

Our Process

Step 01


We listen to your goals and priorities. We foster significant transformation by encouraging a dialogue that goes both ways.

Step 02


We make a plan and schedule to give your team the best financial service industry experience for your project.

Step 03


Oyster ensures regular communication to oversee and strengthen the financial compliance management project objectives while accomplishing project tasks.

Step 04


Oyster offers financial services regulatory compliance support to meet your goals and expectations.