A trusted partner with a reputation for excellence providing the services and solutions you need to future-proof your business. Maintain insight to portfolio performance through dashboards, data management, benchmarking and more. Gain control over private equity with reconciliation, reporting, aggregation and automation.
Streamline your cost basis workload with our reconciliation services, tax lot sync & baseline, and client tax lot onboarding. Complete suite of IT services including upgrades, backups, monitoring, cybersecurity, and compliance. Streamline your data strategy with advanced integrations, feeds, corrections, validations, aggregations, and more.
Streamline your cost basis workload with our reconciliation services, tax lot sync & baseline, and client tax lot onboarding. Complete suite of IT services including upgrades, backups, monitoring, cybersecurity, and compliance. Streamline your data strategy with advanced integrations, feeds, corrections, validations, aggregations, and more.
Services
Take your business to the next level by working with a partner that understands your industry, your technology, your data, and your goals. MD Solutions brings deep industry experience and a solid track record of success in helping Financial Advisors, Wealth Managers, Family Offices, and Private Banking firms achieve their technology, data, application, and infrastructure growth goals.
We move your business into the cloud in a few short weeks. Our step-by-step proven process ensures speed and accuracy while minimizing disruption. We also utilize the entire tech stack from Azure to support an "open cloud" approach wherein we can customize the solution to meet your specific needs. Once online, we bring years of application experience in APX to optimize your applications for on-premise performance with in-the-cloud convenience.
To drive success, investment managers need to spend their time on clients, not investment operations. Our approach is to tailor our experience to your needs. A typical outsourcer offers a "one-size-fits-all" approach to investment management operations. However, we know every manager has a different set of challenges and needs; what suits an Asset Manager might be irrelevant to a Family Office.
Frustrated by incomplete cost data that's preventing you from making tax-efficient trading decisions for your customers? Let us handle those headaches while you focus on your customers. Investment Managers know that reconciliation can be expensive and highly complex. Accurate positions detail is essential to managing accounts with confidence, and timely reconciliation means that accounts are ready to trade when you are.
The SaaS investment management platform that drives your success and delivers client satisfaction. As a complete solution with open-ended configurability, BRITech is likely to be the last platform you'll ever need. A lot of manual processes have been automated after adopting BRITech, freeing up valuable time.
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