Engage with a consulting experience from a partner that understands the intersection of business and technology by applying deep industry and platform knowledge to provide meaningful insights and uncover a broad range of competencies.
MD Solutions Consulting identifies the ways your core business capabilities encourage growth opportunities. We are passionate about harnessing innovation to tackle the most complex issues. Incremental changes are good but building for the future means making bold moves, reaching for greatness, and dealing with tough decisions to transform your business.
MD Solutions focuses on:
- Advent APX Consulting
- Advent Axys Consulting
- Business Process Optimization
- Vendor Selection
- Project Management
Implement new technologies and workflows applying proven methodologies while mitigating any associated risks. Let MD Solutions drive your project to completion on time and on budget using the following tools, among others:
- Advent Axys – Investment management software
- Schwab Performance Technologies – A portfolio center
- MorningStar Office – A web-based platform for modern advisors
- Investortools – A premier portfolio platform
- ModestSpark – Client portal software
Reduce the upgrade cycle by collaborating with an experienced team to keep your valued software current and always benefiting from the latest functionality.
Business Process Optimization
MD Solutions helps you understand current processes and identify ways to improve efficiency and effectiveness with workflow and process optimization. Workflow and process optimization leads to greater productivity, higher levels of employee satisfaction, and error reduction.
Reviewing, evaluating, and choosing a service provider is a daunting, challenging, and even a risky task. Accounting for the needs of multiple key stakeholder groups can undermine the overall project, stifling the attainment of organizational goals.
The MD Solution vendor selection and contractual processes means applying a comprehensive information gathering process, a precise cost benefit analysis and thorough due diligence assessment to select the right vendor.
Formal methodology includes:
- Analyzing and providing recommendations
- Conducting gap analysis
- Defining requirements, implementation, and go-live support
Leading investment firms through an unbiased RFP process takes guesswork out and helps companies pick a vendor that best meets organizational objectives.
Benefit from the significant amount of domain expertise that MD Solutions possesses to complete a successful initiative. Superior project management using a structured approach drives the implementation or complex upgrade, optimizing opportunities for your project team, stakeholders, and sponsor.