Investment Operations Outsourcing

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

The right partner
can transform your business.

Our managed services combine deep industry experience and a solid track record of success in helping Investment Advisors, Wealth Managers, Family Offices, Asset Managers, Broker-Dealers, and Private Banking firms achieve their technology, data, application, and infrastructure growth goals.

Our services and support teams work closely with you to ensure that your business is not disrupted while implementing transformational elements like migrating your applications to the cloud for hosting services, developing custom solutions, automation, co-sourcing and outsourcing solutions, or advanced reporting strategies.

Performance Solutions

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

Private Equity

Gain control over your private equity with our reconciliation, reporting, distribution waterfall & NAV calculations, alternative investment statement updates & processing, and M&A.

Streamline your cost basis workload with our reconciliation and reporting, tax lot sync & baseline, dividend reclassification, realized gains/loss, wash sales, & corporate actions.

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

Achieve the performance, reliability, and security that the cloud brings to host your applications and IT infrastructure in Microsoft Azure’s private cloud environment.

IT Services

Complete suite of services such as Advent upgrades, automation, troubleshooting, backups, BCDR, cybersecurity, compliance, custom solutions, support & maintenance.

Data Solutions

Streamline your data strategy with rules, conversions, migrations, integrations, validation, aggregation, cleanup, feeds, extracts, and interfaces.

Proud partner of Microsoft, providing enhaned support for our clients using tools and technologies 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 portfolio accounting, data, reconciliation & processing, reporting, billing, performance, composite maintenance, trade settlements, training, and consulting.

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

Sean Dean, Co-Founder, MD Solutions

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