Cody Davis

Consulting offers me the chance to work closely with advisors to help develop financial planning solutions the suit their clients. Our clients get the best service because we have the experience and depth of knowledge to assist with any of their needs.

Cody employs his  knowledge of new technologies and business trends in capital markets and wealth management to ensure Oyster Solutions clients receive the high-quality product, implementation and service they expect. His experience establishing integrations between software systems, focus on service and collaboration allow him to provide a top-notch client experience. ​Cody also consults with advisors and firms in creating, updating, and transitioning financial plans, the financial planning software selection and process, and advisor mentoring.

Expertise

• Provides implementation, training and support for Oyster Solutions, software designed to automate, organize and integrate firm compliance and operations programs.
• Collaborates with software users to provide optimal solutions and efficiencies
• Streamlines Oyster Solutions software implementation processes
• Establishes integrations between software systems
• Assists advisors and firms in creating, updating, and transitioning financial plans
• Works with firms during financial planning software selection process
• Experienced in performance reporting on managed accounts
• Expertise with Fiserv’s APL system and Beta Thompson

Career Highlights

• Advanced Planning Team Financial Software Support, Pietech/Envestnet
• Fee-Based Product Associate for Performance Reporting, BB&T Scott and Stringfellow
• Primary Contact for APL Trading System, BB&T Scott and Stringfellow
• Product Specialist for Billing, BB&T Scott and Stringfellow