@oysterllc.com
Oyster Consulting provides expert consulting, outsourcing, and software solutions to the financial services industry with our experienced industry consultants.
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Description
Oyster Consulting is a leading brand that specializes in providing comprehensive consulting services for financial institutions. With a focus on clearing and custodial relationships, they offer a wide range of solutions to address your unique needs. At Oyster Consulting, their team of experienced consultants understands the importance of navigating clearing relationships.
They work closely with you to customize an approach that aligns with your business goals and objectives. Their services span across various areas, including consulting strategy, clearing and custodian contract review, succession planning, and management consulting. They also offer expertise in compliance operations, clearing conversion support, and future operating model platform review.
In addition, they provide technology review, system assessment, due diligence, selection, and implementation services. Oyster Consulting caters to both broker-dealers and registered investment advisors, offering assistance with registration, audit trails, annual compliance support, and program reviews. They also specialize in broker-dealer and RIA compliance support, including Code of Ethics, Policies & Procedures Manual, and written supervisory procedures.
With Oyster Consulting, you can trust their expertise and comprehensive approach to help you navigate the complex world of financial services. They are dedicated to ensuring your success and providing the necessary tools to protect, analyze, and mobilize your business. Contact Oyster Consulting today to learn more about how they can assist your financial institution
Company Type
Privately Held
Company Size
51-200
Year Founded
2008
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