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 proprietary toolsets and years of experience, we are able to optimize solutions through automation and customization to help address needs while preserving budget goals.
Going on 20 years in business, MD Solutions was founded on January 16th 2004 by 3 partners who had been working in the industry for close to a decade before deciding to go out on their own. Our company has over 25 years of industry experience and each senior team member has at least 10 years of experience in the industry. Since opening, we have serviced over 1000 clients and grown into a workplace of over 30 employees who all have an extensive background in performing the specific work and tasks required for their role. We are proud to say that all of our work is completed in the US by MDS employees as we do not outsource any work overseas or to any other vendors in the US. These factors combine to make an incredibly responsive team, ready to help you achieve your goals.
As a boutique and vendor-agnostic firm focused on customer service, building client relationships, affordable pricing, automating workflows, customized solutions, and providing services that are tailored to your companies specific needs and requests, these factors all play a big part on why our customers stay with us. In fact, the average customer lifetime with MD Solutions is 9 years (and growing). We currently reconcile over 100,000 accounts a day and service 100+ clients that together make up over 300 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 have a high demand and are still being used for over a decade later error-free 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 various types of companies such as: wealth managers, investment advisors, family offices, asset managers, private banks, broker-dealers, alternative managers, institutional managers, breakaways, startups/emerging managers, 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.
As we have worked with a number of solutions over the last 25+ years and have a very good understanding of the functionalities they have to offer, this is why clients turn to us for help with their daily operations, data, reporting, conversions, migrations, upgrades, training, custom solutions, cloud hosting, etc. instead of the vendor.
Our proprietary toolsets and reports are vast and reliable. We arm our team with a wide array of powerful toolsets to help automate, validate, audit, check, compare, match, track, filter, format, cleanse, and assess issues such as outliers, exceptions, & breaks, implement solutions, extract data, format files, monitor performance, & more.