Oyster Solutions Fund Analyzer Module
GRC Software Fund Analyzer
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Our Fund Analyzer tool has you and your firm covered
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 when purchasing mutual funds. By comparing fees, account types and returns of funds, using MorningStar Data, our comprehensive platform identifies and documents the lowest cost share class that meet the selection criteria.
The Right Options for you and your clients. Pre-trade tools help to ensure your reps select the low-cost/high return share class options. Oyster Solutions helps identify funds that align with your client’s investment profile to select the right fit at the best price. The Oyster Solutions platform simplifies pre-trade evaluation by working for you before any trades take place. Our Fund Analyzer tool streamlines the process by providing a centralized location for analysis. By aligning with your client’s investment profile, your representatives are able to select share class options that are tailored to their specific needs.
Your users will appreciate the ease of using the Selection Wizard to identify funds. The Oyster Solutions 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. Documentation of compliance with Reg BI can be achieved by using the reports from the Oyster Solutions Fund Analyzer.
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– Current Client
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