In this episode, Oyster experts share how Oyster Solutions Software can make your Annual Compliance Calendar and Review processes easier and more efficient using workflows and automated reporting.

Oyster Solutions is one "solution" for many systems: 

• A system to track various workflows and processes across multiple departments.
• Advertising submission tracking including teaching your employees how to submit “compliant” pieces
• A system that produces metrics and reporting dashboards for management to assess progress
• Trade monitoring and best interest alert system to advise when portfolios fall out of line
• System(s) for tracking employee attestations and training throughout the calendar year
• A system to keep in line policies with procedures and ensure one doesn’t exist without the other

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