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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

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

Date founded

2004

FAQ