Reporting Services & Solutions

From client reporting and packaging services, to report generation and Advent Axys®/APX® reporting, our experienced team has written and developed hundreds of SSRS and REPLANG custom reporting solutions that are tailored and designed to meet your specific needs and requests.

Experience To Meet Your Unique Goals.

From recurring reporting services to ad-hoc specialized requests, our experienced team members will work closely with you to deliver the right blend of solutions and services to meet your specific needs. Our reporting solutions and outsourced services will help you add much needed bandwidth and capabilities to get you into a streamlined process for smooth day-to-day operations and workflows.

Contact us to discuss your goals and let us show you why MD Solutions is the preferred choice for companies seeking quality and experience.

Advent Axys® and APX® Reporting

Over the last 20+ years, we have written hundreds of custom reports and helped with countless reporting issues; spanning from simple report modifications and upgrades, to developing complex reports and automating the manual report process.

Custom Quarterly Report Packages

As we understand the bottlenecks that comes with entire reporting process, we help clients optimize their reporting workflows and support any role from client reporting packages creation, to modifying existing reports in a package, branding packages with firm’s logo and color scheme, and assisting with quarter-end report generation, packaging, & distribution. From reporting automation, which can be as easy as selecting a group and running a script or macro to generate a package, to content and client group creation & maintenance, we have you covered.

Custom Billing Reports

Are you still completing your billing workflows manually in MS Excel or on spreadsheets? We create custom billing reports that offer features such as family billing, tiered billing, advisory fees, flat rates, prorated billing, flexible fee schedules & calculations, asset exclusions, cash flow adjustments, average daily balance, management fees, invoice generation & payments management, discounts, revenue sharing, commissions, overrides, valuations, forecasting, upload fee files to custodians, reconcile payments, performance fees, and more to streamline your billing process.

Custom Operations Reports

We create a wide range of custom operations reports to help automate daily workflows and tasks, streamline the reconciliation process, and to confirm your data’s integrity such as comparing, matching, and validating custodial positions and transactions, checking for outliers, identifying breaks, exceptions, and discrepancies, auditing transactions, tracking cash and assets, checking the quality of data, and more.

Report Training

Need to get up to speed on report management? We can help show your team how to work with scripts, macros, custom groups, labels, utilities, fields, logic, rules, Packager, Report Writer Pro, compound reports, REPLANG, SSRS, and more across Advent Axys & APX reports. 

Data Connectivity & Flow

Our proprietary Smart Feeder data flow platform allows you to easily extract, consolidate, normalize, and translate your various custodial data sources into a standardized output format for ingestion and uploading into your Advent Axys/APX application utilizing it’s rules-based custom interface and intelligent mapping logic.

Reporting Services and Solutions For Every Need.

  • Advent Custom Reporting
  • Advent Axys & APX Reporting
  • Advent Moxy Reporting 
  • Custom Report Writing
  • SSRS Reporting
  • REPLANG Reporting
  • Report Writer Pro
  • Compound Reports
  • Packager
  • Revenue Center
  • Crystal Reporting
  • Custom Report Development
  • Business Intelligence (BI) Reporting
  • Custom Report Design & Creation
  • Client Reporting
  • Reconciliation Reporting
  • Composite Reporting
  • Fixed Income Reporting
  • Period-End Report Generation, Packaging, & Distribution
  • Regulatory Reporting
  • Tax Reporting
  • Portfolio Reporting
  • Cash Flow, P&L, Income, & Expense Reporting
  • Reporting Automation
  • Quality Assurance (QA) Reporting
  • Report Generation, Creation, Scheduling, Mailing, & Delivery
  • Performance Reporting
  • Client Reporting Packages
  • Alternative Investment Reporting
  • Cost Basis Reporting
  • Quarter-End & Month-End Reporting
  • Batch Reporting
  • Consolidated Financial Reporting
  • Statement Generation, Creation, Digitalization, & Delivery
  • Report Fulfillment & Uploading
  • Custom Report Modifications, Upgrades, & Maintenance
  • Investor Reporting
  • Financial Statements & Reporting

SSRS Reporting Services

We have helped countless financial and investment firms enhance their Advent APX and Moxy SSRS reporting, from providing customer support on report setup and testing issues, to modifying the logic and formats of existing reports, adjusting data hierarchy, and more – all focused on improving the design and layout of client reporting packages. We also produce comprehensive overview, summary, and activity reports on performance, portfolios, households, accounts, allocations, gains/losses, fixed income, equity, risk, policy, assets, securities, and more.

Let's Discuss Your Reporting Needs.

  • Position Reporting
  • Transaction Reporting
  • Market Value Reporting
  • Trade Reporting
  • Partnership Reporting
  • Risk & Exposure Reporting
  • TCA & Best Execution Reporting
  • ESG & Sustainability Reporting
  • Multi-Currency Reporting
  • Dynamic & Interactive Reporting
  • Disclosure & Disclaimer Reports
  • Cover Page, Commentary, Content, PDF, Excel & Firm Branded Reports
  • Billing Reports
  • Operations Reporting
  • Corporate Actions Reporting
  • Private Equity Reporting
  • Compliance Reporting
  • Fund Reporting
  • Pricing Reports
  • Variance Reporting
  • Exception Reporting
  • NAV Calculation Reporting
  • GIPS & Pooled Fund Reporting
  • Revenue Sharing & Commissions Reports 
  • Client Facing Reports
  • Management Reporting
  • Firm-Wide & Advisor-Level Reports
  • Internal & External Reporting
  • Control Reporting
  • Utility Reports
  • Tabular Reports
  • Model Reporting
  • SQL & RDL Reporting
  • Front-Office & Back-Office Reports
  • Overview & Summary Reports
  • Appraisal, Holdings, Valuation, KPI, Balances, AUM, & Activity Reports

Looking for an experienced team to assist with your reporting workload? Contact us today to discuss your needs!