MD Solutions Email Format

Financial ServicesFlorida, United States11-50 Employees

MD Solutions, based in Fort Myers, Florida, was founded in 2004 as a value-driven financial technology and operations firm. It operates as a co-sourcing and outsourcing provider for financial services companies, delivering services that span middle- and back-office operations, data management, portfolio accounting, and related IT and compliance support. The firm serves wealth managers, investment advisors, asset managers, family offices, private banks, and broker-dealers, with more than 100 clients and assets under administration exceeding 700 billion, plus daily reconciliation of over 100,000 accounts. MD Solutions has established long-standing technology partnerships, including being a fully certified Advent solutions vendor and Advent's first service partner for more than a decade. It has also partnered with BRITech for the Pivolt platform in the US and Canada, and in 2022 announced a Microsoft partnership to advance its technology offerings.

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