Investment Operations Outsourcing

Take your business to the next level by working with a partner that understands your industry, technology, workflows, and your goals.

The right partner
can transform your business.

Our investment operations and outsourcing services combine deep industry experience and a solid track record of success in helping Investment Advisors, Wealth Managers, Family Offices, Asset Managers, Broker-Dealers, Institutional Managers, and Private Banking firms achieve their technology, workflow, data, applications, automation, and process goals.

Our services and support teams work closely with you to ensure that your business is not disrupted while implementing transformational elements such as migrating your applications to the cloud for hosting services, developing custom solutions and reports, streamlining processes, automating daily workflows and tasks, advanced performance strategies, and more.

Performance Solutions

Maintain insight to portfolio performance through dashboards, benchmarks, reporting, attribution, valuation, modeling, returns, risk, indexes, and GIPS composite management.

Private Equity

Optimize your private equity with our capital calls & distributions, reconciliation, reporting, waterfall & NAV calculations, fees, alternative investment statement updates & processing.

Streamline your cost basis workload with our reconciliation & reporting, corporate actions, tax lot initialization, dividend reclassifications, realized gains/losses, step-ups, & wash sales.

We have an unparalleled reputation for reliability and performance.
Talk to us about which services are right for you.

Achieve the performance, security, and high availability that the cloud offers to host your applications, IT infrastructure, and data in Microsoft Azure private cloud environment.

IT Services

Full line of services such as SSIS, migrations, Advent upgrades & hotfixes, SQL, bug fixes, troubleshooting, custom solutions, backups, automation, BCDR, support & maintenance.

Data Solutions

Streamline your data strategy with rules, conversions, migrations, integrations, APIs, validation, aggregation, audit, mapping, ETL, imports, feeds, extracts, interfaces, & logic.

Proud partner of Microsoft, providing enhanced support for our clients using tools and technology in the Microsoft family.

Our experience covers a wide array of support services
to help you achieve your goals.

Reporting Solutions

Take control of reporting with our customizable, automated reporting, workflow, and billing solutions.

Investment Operations

Let us help manage your data, reporting, portfolio accounting, billing, fees, cost basis, trade settlements, composite maintenance, reconciliation & processing, & performance.

Insulate your business from unplanned staffing disruptions, and strengthen your team with our experience and expertise.

For the last 15+ years, we have helped companies transform from on-premise IT headaches to cloud-based streamlined operations. We work closely with each company’s unique tech footprint to migrate carefully and completely to a solution that meets their needs 100%.

Steven Mars, Co-Founder, MD Solutions

Ready to transform your business? Let us show you how we can help you reach your goals!