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Oyster Consulting LLC
Oyster Consulting LLC
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About
Overview
Oyster Solutions Planner
Our workflow scheduler and processing module. Start workflows, record tasks and work complete. Document testing and collect attestations and certifications. Reportable oversight and surveillance.
Oyster Solutions Govern
This module houses policies, procedures and risk assessments. Map these to regulatory requirements, products, lines of business and supporting workflows, structuring consistent enforcement of procedures and controls.
Oyster Solutions Monitor
Our compliance monitoring software supervises and oversees client and employee activity. It compares client trading, investment holdings, and profile information with employee data to identify conflicts of interest and compliance issues. Supervisors are alerted to any activity that exceeds set parameters.
Oyster Solution Trade Reporting
The CAT and CAIS functionality assist firms with SEC and FINRA trade reporting requirements. This module provides consolidated reporting across order management systems, and facilitates bulk updates and repairs to close out issues with source system reporting.
Oyster Solutions Fund Analyzer
This module assists firms in identifying the lowest cost share class options when purchasing mutual funds. The system utilizes MorningStar data to compare fees, account types, and returns of funds that meet selection criteria.
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