We take the time and effort needed to fully explore the issues you are facing, the technologies and data involved, the people, workflow and reporting required. We then explore possible solutions and weigh each against factors that help determine the best fit for your unique situation.
Our aim is not to deliver bloated projects with over-engineered software or technology solutions that eat budget and fall short of requirements. Using our unique tools and our experience, we optimize solutions to help address needs while preserving budget goals.
Our company has over 20 years’ experience in the industry. Each senior team member has at least 8 years in the industry. These factors combine to make an incredibly responsive team, ready to help you achieve your goals.
Our customers stay with us. In fact, the average customer lifetime with MD Solutions is 9 years (and growing). We currently service 85+ clients that together make up over 200 Billion AUM. This customer loyalty is earned through hard work and dedication that puts our customers first.
The custom engineering solutions that we deliver continue to stay relevant and error-free for years after initial deployment, providing what we like to call a “future proof” platform upon which to drive their business forward with confidence.
We have worked with several types of companies: family offices, wealth managers, financial advisors, private banking, and more. We know how these companies tick, how their workflow operates, their priorities, and responsibilities. That enables us to hit the ground running quickly to add extra experienced bandwidth and provide efficient middle- and back-office solutions.
We know some solutions better than the actual vendors (and we’re talking about the big names too!). Our customers turn to us for help with implementation, data, views, and reporting instead of the original vendor.
Our toolset is vast and capable. We arm our team with a wide array of powerful tools to help audit and assess issues, implement solutions, and monitor performance.