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

Kickoff

Starting with key stakeholders and leadership, we make sure your project goals are understood and aligned to project deliverables.

Step 02

Plan

We customize your project timeline, scope and deliverables. We then translate these into key milestones for quality control and assurance.

Step 03

Execute

Oyster monitors and reinforces project goals while achieving project deliverables.

Step 04

Deliver

Whether it is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations