If you are a start-up or an established wealth management firm, determining whether you want to manage your own operating platform or outsource it is an important strategic decision.  There are many factors to consider, from cost and available resources to integration and client experience.  

In today’s podcast Oyster experts Dan Garrett and Jay Donlin share their expertise on what goes into establishing and managing your own platform, common pitfalls and using out-of-the-box vendors vs customized builds.  

CRC-Oyster: Compliance Risk Concepts / Oyster Consulting