Experience is our solution...

MD Solutions is a leading provider of investment management operations support

and professional services in the financial industry.

Our Services

Investment Operations Outsourcing

MD Solutions' investment operations outsourcing is 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.

Custom Engineering

MD Solutions' team of highly experienced engineers and developers allows us to say ‘yes’ to whatever your custom Advent Axys/APX report needs.  We work with your firm to understand your needs and apply our deep knowledge of the financial industry and your technology platform.

Consulting

We offer a range of consulting services to fit any need and budget, from our administrative consulting when you need to augment your staff for a temporary project, such as, updating cost basis to project management of your APX® upgrade.

Continuing Education

Your success and hence the success of your investment management operation are dependent on your proficient use of your portfolio management software. We achieve this ideal by acquiring the knowledge, comfort, and skills over time. Many of us accumulate this combined knowledge mainly through experience on the job.

CBU (Cost Basis Utility)

With decades of experience in the financial services industry we understand your business and how to help.

SmartBlotter!

SmartBlotter! can transform your custodial data using rules you design to meet your exacting standards.

The Wheel and Other Solutions

MD Solutions has taken firms from start up to multi-billion dollar businesses. MD Solutions accelerates growth from start-up to billions of AUM.

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Testimonials

WE’VE WORKED WITH ALL KINDS OF SOFTWARE AND CUSTODIANS

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