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.
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 Selection Wizard helps you 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.
They have shown themselves to be nothing short of excellent partners who strive to provide the utmost level of customer service to us.
– Current Client
Learn how Oyster Solutions creates a modern, effective compliance program that protects your firm and provides value.
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Step 01
Integrate data, policies and procedures
Step 02
Map data, policies and procedures to regulations, products, business lines, policy owners
Step 03
Define and measure risk, determine frequency of testing
Step 04
Configure workflows to achieve efficient, consistent results
Step 05
Manage through reporting and transactional monitoring processes
