Why Do Companies Choose Us?
Our team, technology, experience, and commitment to customer success are among many of the reasons why companies choose to work with us.
We Are Problem Solvers.
We take the time and effort needed to fully explore the issues you are facing, your workflows and processes, your technology solutions and data sources, and your operational and system requirements. We then explore possible solutions and weigh each against factors that help determine the best fit for your unique situation.
We Deliver Cost-Effective Services and Solutions.
Our aim is not to deliver bloated projects with over-engineered software or technology solutions that eat budget and fall short of requirements. Utilizing our proprietary tools and decades of experience, we are able to optimize and streamline your investment operations and technology solutions through automation and digital transformation, allowing your firm to easily scale without limitation.
We Have Deep Experience.
As a US-Based vendor that has been in business for 20+ years, MD Solutions was co-founded on January 16th, 2004, by “3 guys with laptops” who had been working in the industry for over a decade before following their shared vision of going out on their own and starting a business. Our company offers 30+ years of industry experience and each senior team member has at least 16 years of industry experience with our average MDS employee lifetime of 9 years. Since opening, we have served 1000+ clients and grown into a workplace of 30+ employees who all have an extensive background in performing the specific work and tasks required for their role. These factors combine to make an incredibly responsive team to help our clients maximize efficiencies, reduce costs, and scale.
When our settlements staff member resigned without notice, MD Solutions agreed to pick up the responsibility the very next day. Their team members had the experience to perform the work. After six months, we decided to keep MD instead of filling the position.
We Are Committed To Customer Success and Satisfaction.
As a boutique and vendor-agnostic firm focused on building strong client relationships and strategic partnerships, reducing risk, cutting costs, best practices, streamlining operations, optimizing workflows, automating processes, and by providing services and solutions that are tailored to each firms specific needs, these all play a big factor to how we maintain a +98% annual customer retention rate and have an average customer lifetime of 12 years. We dedicate one of our senior team members to managing each of our clients’ accounts along with two dedicated backup team members. We currently serve 120+ firms that represents a combined $550+ Billion in AUM.
We "Future-Proof" Our Clients.
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 Work With All Types of Firms In The Financial Services and Investment Management Industry.
We work with various types of financial professionals such as: RIAs, wealth managers, asset managers, family offices, financial advisors, broker-dealers, private banks, institutional managers, hedge funds, breakaways, startups, emerging managers, banks, private markets, trusts, foundations, alternative managers, investors, fund managers, financial institutions, private equity, financial planners, accountants, plan sponsors, insurers, and more. We know how these industries operate, their workflows and processes, and their technology. This industry experience allows us to hit the ground running and provide firms with efficient middle- and back-office services and solutions.
We Know The Tech Landscape.
As we have worked with a number of solutions over the last 30+ years and have a very good understanding of the functionalities each solution has to offer, this is why clients turn to us for help with their daily operations, technology, product support, data, reporting, upgrades, hosting, custom solutions & reports, cloud, applications, conversions, migrations, integrations, implementations, IT, training, automation, compliance, maintenance, etc. instead of the vendor.
Our Internal Tools Let Us Help Our Customers Automate, Track, Audit, Validate, Monitor, and More.
Our proprietary tools are vast and reliable. We arm our team with a wide array of toolsets to help automate, streamline, optimize, audit, validate, check, compare, match, track, filter, log, monitor, integrate, migrate, extract, format, cleanse, ETL, identify and resolve issues & errors such as breaks, exceptions, outliers, and discrepancies, etc.