Co-Sourcing & Managed Services

We provide highly-experienced staff members to help investment advisors, wealth managers, and family offices quickly add much-needed bandwidth.

Middle- and Back-Office Operations

Add Expertise. Avoid Disruption.

To drive success, investment managers need to spend their time on clients, not investment operations. When facing disruptions or preparing for seasonal or end-of-year crunch time, you need expertise and you need it quickly. Our staffing solutions help offices address the planned–and unplanned–issues that every business encounters:

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.

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The Team Roles You Need.

Our approach is to tailor our experience to your needs. A typical staffing firm offers a “one-size-fits-all” approach to investment management operations. However, we know every manager has a different set of challenges and needs; what suits an Asset Manager might be irrelevant to a Family Office.

That’s why we work closely with you to select the services you need to maximize efficiencies and growth.

The Expertise You Need.

Let us help manage your portfolio accounting, reconciliation & processing, data, reporting, fees, billing, performance, composite maintenance, trade settlements, statements, cost basis, corporate actions, alternatives, Advent upgrades, custom solutions, consulting, automation, & hosting.

Experience for Your Type of Office

Investment Advisors

For Portfolio Management, you need a partner that can deliver an exceptional level of service so you can trade with confidence. Our fully outsourced operations provides all the necessary infrastructure without an increase of in-house technology and operations support.

Wealth Management

You need to spend your time on clients, not investment operations. Our solutions are designed to enhance the client experience. By shouldering the weight of operations outside your core competencies, we allow you to reallocate vital resources to client service. You’ll be able to keep clients close with ease.

Family Offices

Once you’ve seen one family office, you’ve seen ONE family office. This uniqueness and complexity can be a challenge when trying to manage and aggregate vast complicated assets. We understand that complexity and have the deep expertise needed to step in quickly without disruption and allow the family office to focus on their top priorities.

Looking for an experienced team to help manage your middle- and back-office operations? Reach out today to learn more about our outsourcing services!