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Conveniently located in Cape Coral, Florida, MD Solutions is a business consulting firm that specializes in all areas of back office operations.
We offer a range of consulting services to fit any need and budget. Our administrative consulting services are useful for when you need to augment your staff for a temporary project, such as updating the cost basis to project management of your APX® upgrade.
Our Services Include:
► Workflow Optimization Review
Taking a team approach, at least two partners are on-site to interview
staff and analyze product mixes to ensure you are getting the most
from your Advent® platform.
► Axys® APX® Moxy® Installations & Upgrades
With hundreds of upgrades and installations under our belt, nobody
does it better.
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► Software Integration
Looking for third-party applications? We can help.
► Data Conversions
Merging data or converting a platform? We have seen most of it.
► Custom Reports
We have a custom report writer on staff to draft reports for your business.
► Cost Basis Updates
Let your staff continue with their daily responsibilities and allow
our experienced team to enter cost basis.
► Historical Transaction Posting from Statements
Without overburdening your staff, we can help enter historical
transactions for you. This is a great way to free up your company
resources without sacrificing quality. |
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MD Solutions InSourcing Advantage®
MDSIA is a premium support model that achieves the application of best practices for operational efficiency through the combination of technology, experience, and human capital on your Advent Axys® or Advent Portfolio Exchange® (APX) platform.
Your operations team is assigned a dedicated Operations Specialist who functions as a virtual employee and works in your environment, offering you a secure solution for outsourcing that doesn't require transmission of sensitive client data over the Internet.
Some of Our Unbundled Services Include:
► Daily Reconciliation
We handle detailed reconciliations to positions, transactions,
or almost any data point your custodian provides.
► DTCC Settlement
We offer support for matching your DTCC confirmations to your trade data.
► Account Opening & Closing
We offer a web-based new account portal.
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► Updating Performance History
We will maintain your company's performance history.
► Group Management
Our experts apply their expertise to maintain your groups.
► Composite Maintenance
We maintain your composites and look for deviations.
► Client Reporting
We aid you in putting together and maintaining a client reporting package.
► Manual Statement Reconciliation
For the rare instance when you don't have electronic data delivery
or Website access, we will enter the data for you.
► Backup Support
Once the need arises within your corporation, we will temporarily fill in
for key employees.
► Discounted Consulting Rates
Our program clients receive a 25% discount on all consulting projects.
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