MD Solutions Information

Founded on January 16th, 2004, MD Solutions is a US-Based financial technology, software, & operations provider that offers 30+ years of industry experience and has served 1000+ firms. Since opening 20+ years ago, we have grown into a workplace of 30+ employees and currently serve 120+ firms that represent a combined 550+ Billion in AUM. We serve wealth managers, RIAs, asset managers, family offices, banks, institutional managers, broker-dealers, trusts, private markets, hedge funds, & financial advisors. MDS is a full Outsourcing and Professional Services vendor that offers a wide range of investment operations and technology solutions to financial professionals such as Middle- and Back-Office Operations, Co-Sourcing, Managed Services, Staff Augmentation, Consulting, Custom Development, Cloud Hosting, IT, and Regulatory Compliance. As a fully certified Advent® software vendor and former Advent service partner for 11+ years, a large amount of clientele base is made up of Axys®, APX®, and Moxy® users although we do service and support a number of different platforms and technology solutions such as SS&C®, RidgeLine®, Eze®, Addepar®, Tamarac®, Orion®, InvestCloud®, Envestnet®, PortfolioCenter®, InData®, CRD®, Black Diamond®, Clearwater®, BRITech®, Satuit®, & more. Our outsourced services and solutions include: Portfolio Accounting, Daily Reconciliation & Processing, Data Management, Account Administration, Performance, GIPS Composite Maintenance, Trading, DTCC Trade Settlements, Client Reporting, Billing, Invoicing, & Revenue Management, Cost Basis, Statements, Funds, Corporate Actions, Pricing, Security Master, Fees, Application Hosting, Conversions, Migrations, Integrations, Custom Report Writing, Automation, Custom Application & Software Development, Troubleshooting, Advent Upgrades & Custom Reporting- SSRS/REPLANG, Implementations, Training, Onboarding, Custom Engineering, Process Improvement, Operational Reviews, Project Management, Support & Maintenance.