MD Solutions LLC

Financial ServicesFlorida, United States11-50 Employees

Founded in 2004 as a value-based financial technology and operations firm, MD Solutions is now one of the largest independent vendors in the US that offers 25+ years of industry experience and has serviced a total of 1000+ clients. Since opening almost 20 years ago, we have grown into a workplace of 20+ employees, service 100+ clients that together make up over 700 billion AUA, and reconcile 100,000+ accounts a day. Our clientele consists of wealth managers, investment advisors, asset managers, family offices, private banks, broker-dealers, etc.

MDS is a full Co-Sourcing and Outsourcing services vendor that offers a wide range of financial technology solutions, software, and operational services to financial services companies such as Middle- and Back-Office Operations, Managed Services, Investment Operations, Consulting, Custom Engineering, Cloud Hosting, IT, Compliance, and Data. As a fully certified Advent solutions vendor and as Advent's 1st service partner which continued for 11+ years until they were acquired, a large amount of clientele base is made up of Advent Axys®, APX®, Moxy®, etc. users although we do support and work on a number of different solutions. Since our partnership with Advent, MDS has partnered with several other software companies such as BRITech that we are the US & Canada partner of for their Pivolt® SaaS Investment Platform.

Some of our most popular services and solutions that we have to offer is Daily Reconciliation & Processing, Portfolio Accounting, Data Management, Performance, GIPS Composite Maintenance, DTCC Trade Settlements, Reporting, Fees, Billing, Cost Basis, Statements, Corporate Actions, Private Equity, Advent Upgrades & Hotfixes, Application Hosting, Data Cleanup, Conversions, Migrations, Customized Solutions, Troubleshooting, Advent Custom Reporting- SSRS/REPLANG, Automation, Custom Application & Software Development, Training, Custom Report Writing, Implementations, Integrations, Project Management, & more.

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