Oyster Solutions Fund Analyzer Module

Compare Funds with Confidence 

The Oyster Solutions fund analyzer module provides documentation of compliance with FINRA’s Regulation Best Interest (Reg BI). Identify the lowest cost share class option and reasonably available alternatives when purchasing mutual funds. Using MorningStar Data, our compliance software compares fees and expenses, account types and returns of funds. This comprehensive platform identifies and documents the lowest cost share class that meet the selection criteria.

Smart Portfolio Management Solutions 

The right options for you and your clients. Our fund analyzer helps identify funds that align with your client’s investment profile to select the right fit at the best price. Pre-trade tools help to ensure your reps select low-cost/high-return share class options.

The Oyster Solutions platform simplifies pre-trade evaluation by working for you before any trades take place. Our mutual fund portfolio analyzer tool streamlines the process by providing a centralized location for analysis. By aligning with your client’s investment profile, your representatives can select share class options tailored to their specific needs.

Leverage Investment Strategy Features 

Your users will appreciate the ease of using the Oyster Solutions Selection Wizard to identify funds. The Selection Wizard helps your reps identify funds by multiple factors, including objective, equity sector, fixed income type, risk and maturity. The Selection Wizard then uses the client’s time horizon, portfolio holdings, and account type to find the appropriate share class when displaying the prioritized results of your search.