Reporting Services & Solutions

From client reporting services to Advent Axys/APX reporting, our experienced team has developed hundreds of Advent, SSRS, and REPLANG custom reporting solutions to meet your needs.

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 unique needs. Our reporting solutions and outsourced services will help you add much needed bandwidth and capabilities to get you into a streamlined workflow for smooth day-to-day operations.

Contact us to discuss your goals. Let us show you why MD Solutions is the preferred choice of 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 formatting modifications to complex reporting services and client reporting packages.

Custom Quarterly Report Packages

As we understand the bottlenecks that come with the reporting process, we help support any role from client reporting packages creation to assisting with quarter-end report generation, packaging, and distribution. From reporting automation to simply generating a group of custom packages to manually updating complex reports, we have you covered.

Custom Billing Reports

Are you still completing your billing manually in MS excel or spreadsheets? Our APX and Axys custom billing reports offer features such as revenue management, fees, tiered billing, invoice generations & payment management, management fees, custom billing frequencies, revenue sharing, commissions, performance fees, flexible fee schedules & calculations, and asset exclusions along with many more options to enhance your companies billing needs.

Custom Operations Reports

Need to cleanse and enrich the quality of your data sources? Along with our custom operations reports that allow you to monitor and track assets, cash, and confirm your data’s integrity, we also offer custom reports to help automate your daily reconciliation process by using a transaction and SIPOS workflow position reconciliation report to compare and validate the custodial positions of your reconciliation, check for outliers, identity exceptions, breaks, and audit transactions.

Report Training

Need to get up to speed on report management? We can help show your team how to work with styles, group builds, utilities, scripts, macros, programs, compound reports, Report Writer Pro, REPLANG, SSRS, and more across Advent Axys/APX and Moxy reports.

Data Flow & Connectivity

As our fully automated and proprietary data flow solution uses a flexible rules-based direct data feed to move data from one system to another after being cleansed to ensure data quality, you can easily integrate Axys/APX with your various applications using an existing or new custom interface and data extract.

Reporting Solutions for Every Need

  • Advent Custom Reporting
  • Advent APX & Axys Reporting
  • Advent Moxy Reporting
  • SSRS Reporting
  • REPLANG Reporting
  • Report Writer Pro
  • Packager & Revenue Center
  • Custom Report Writing & Design
  • Compound Reports
  • Crystal Reporting
  • Front-Office & Back-Office Reports
  • Overview & Summary Reports
  • Client Reporting
  • Custom Report Development
  • Period-End Report Generation & Packaging
  • Reporting Automation- Scripts/Macros/Programs
  • Dashboard Creation, Reporting Dashboards, & SSRS Dashboards
  • Report Generation & Distribution
  • Compliance & Regulatory Reporting
  • Manual Accounts Reporting
  • Firm Branded Solutions
  • Client Reporting Packages
  • Quarter-End & Month-End Reporting
  • Statement Generation, Digitalization, & Aggregation
  • Quality Assurance (QA) Reporting
  • Custom Report Modifications, Upgrades, & Maintenance
  • SQL Reporting
  • Control Reporting
  • Exception Reporting
  • Consolidated Financial Reporting
  • Cash Flow, Income, & Expense Reporting

SSRS Reporting Services

We have helped countless financial investment firms enhance their APX and Moxy SSRS reporting, from providing customer support on setup issues to adjusting data hierarchy and more – all focused on improving the end-goal client reporting packages. We’ll help produce comprehensive overview and summary reporting on AUM, performance, portfolios, households, fixed income, bonds, NAV, equity, risk, and more.

Let's Discuss Your Reporting Needs

  • Reconciliation Reporting
  • Batch Reporting
  • Custom Application Development
  • Position Reporting
  • Transaction & Trade Reporting
  • Fund Reporting
  • Partnership Reporting
  • Tax Reporting
  • Revenue Sharing & Commissions Reports
  • ESG & Sustainability Reporting
  • Billing Reports
  • Operations Reporting
  • Performance Reporting
  • Composite Reporting
  • Cost Basis Reporting
  • Alternative Investments Reporting
  • Fixed Income Reporting
  • Private Equity Reporting
  • NAV Calculation Reporting
  • Pooled Fund Reporting
  • Client Facing Reports
  • Internal & External Reporting
  • Management Reporting
  • Model Reporting
  • Portfolio Reporting
  • Pricing Reports
  • Investor Reporting
  • Appraisal, Valuation, Holdings, AUM, & Balances Reports
  • Business Intelligence (BI) Reporting
  • Excel & PDF Reporting

Need experienced team members helping to carry your reporting workload? Reach out today to discuss your needs.