Establish accounts and grant client requests
MD Solutions creates new client records with speed and accuracy by establishing standard profiles based on custodians, portfolio models, billing rules, and other characteristics. Our Operations team is deeply experienced and will help you effortlessly keep pace in high volume account environments with the only platform that also provides right-sourced operations support.
Using the MD Solutions platform, our Operations team establishes and maintains account records with a high degree of exactness and efficiency, with the added benefit of a scalable operations expense model. MD Solutions’ stringent procedures and service ticketing system ensure that new accounts processing, client deposit and withdrawal requests, trade mandates, and account transfers and changes are timely, well-documented, and compliant.