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MD Solutions

43 employees

MD Solutions provides IT services as well as cloud and data solutions to financial advisors, wealth managers, and private banking firms.

Basic info

Industry

financial services

Sectors

Workflow & Process Review
NAV
Queries
Custodial & Market Data
Rebalancing
Front
Document Vaults
IBOR/ABOR
Managed Services
Data Cleansing
Workflow Automation
TransPort
Training
Advent Upgrades & Hotfixes
DataPort
Mannual Accounts/Statements Updates & Processing
Implementations
SQL/VBA
Trading OMS
Consulting Services
Advent Expertise
Data Governance
Data Validation & Aggregation
Business Intelligence
Financial Services
SaaS
IT
New Accounts & Securities Setup
Portfolio Accounting
Partnership & Shadow Accounting
Private Equity & Alternatives
Cloud & Application Hosting
Eze
Extracts
Conversions
Azure Cloud Services
Data Services
Performance
& Back-Office Services
Data Exchange
Integrations
Systems Analysis
BRITech
Cloud Data Services
Investment Operations
Information Technology
ACA
Ad Hoc Services
ACD
Import/Export
Accruals
Data Management
Custom Application & Report Development
Period-End & Quality Assurance Reporting
Statement Generation
Financial Software
Outsourcing
Audit Support & Due Diligence
ETL
Backups & Disaster Recovery
Hybrid Cloud
Management Fees & Performance Fees
Client Onboarding & Planning
REX
Installations
Scripting/Macros/Programs
Compliance
Staffing
Client Reporting & Packages
Data Warehouse
Exception Management
Utilities
Advent Application Hosting
Report Writer Pro
Packager
AMD
DTCC Trade Settlements & Post-Trade Processing
APIs
Customized Solutions & Software Development
SSRS/REPLANG
Cybersecurity
Crystal/Compound Reports
Back-Office Operations
Reconciliation & Processing
Quarter-End & Month-End Reporting
Data Feeds
Corporate Actions & Pricing Services
Composite Maintenance
Client Portals
Staff Augmentation
Maintenance & Support Services
Advent Custom Reporting
Account Management
Dashboards
Configurations
Uploads/Output
Investor & Fund Services
FTP/SFTP
Cost Basis
Applications
Private Cloud
Migrations
Revenue Management
M&A
Advent APX®/Axys®/Moxy®
Fees
Middle
Blotters
Interfaces
Co-Sourcing
Performance Updates & Validation
Streamlining Processes
Project Management
Satuit
APD
Billing
Financial & Advisory Technology

Date founded

2004

FAQ