Mutual Fund Analyzer

Oyster’s Fund Analyzer Module helps firms achieve compliance with best execution, breakpoint requirements and Reg BI by bringing the relevant data into a simple and efficient process.

Meeting one of our industry’s toughest challenges, this module ingests household assets, time horizons, investment objectives and risk tolerance.  Then fund data is used to provide recommendations as well as reasonable alternatives based on analyzed data.

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.