The Smart Outsource Solution.Less

The Smart Outsource Solution.

client service

We are an extremely client focused firm and view ourselves as our clients’ valued business partner. We take pride in our reputation and, are recognized for being reliable, accurate and timely in handling and prioritizing our clients’ needs.

We are an extremely client focused firm and view ourselves as our clients’ valued business partner. We take pride in our reputation and, are recognized for being reliable, accurate and timely in handling and prioritizing our clients’ needs.

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solutions

We offer efficient solutions for our clients’ business needs. Our professionals can assess our client’s needs and possess the skills to provide timely and knowledgeable assistance to our clients.


We offer efficient solutions for our clients’ business needs. Our professionals can assess our client’s needs and possess the skills to provide timely and knowledgeable assistance to our clients.


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results

We are extremely responsive, and detail oriented. We apply our knowledge of relevant industry standards and apply them to our clients’ business. We provide practical advice to our clients and deliver the required results.

We are extremely responsive, and detail oriented. We apply our knowledge of relevant industry standards and apply them to our clients’ business. We provide practical advice to our clients and deliver the required results.

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professionals

Our team members are highly experienced professionals from a variety of backgrounds who posses the business, financial, regulatory, operational and technical knowledge to meet industry standards.

Our team members are highly experienced professionals from a variety of backgrounds who posses the business, financial, regulatory, operational and technical knowledge to meet industry standards.

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Integrated Solutions
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Integrated Solutions

We Provide Professional Services to the Financial Services Sector and Other Small and Mid-size Businesses

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We Provide Professional Services to the Financial Services Sector and Other Small and Mid-size Businesses

CONTACT US

About Us
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About Us

We specialize in fund administration, broker-dealer compliance consulting, Investment Adviser Act compliance consulting, accounting and bookkeeping services, as well as recruiting services. We work seamlessly as a team to ensure that our clients get the maximum benefits offered by our experienced staff. We are a valued partner and advisor to a myriad of financial services firms and other businesses, providing guidance and assistance to clients as they navigate through their regulatory and financial reporting requirements.

We specialize in fund administration, broker-dealer compliance consulting, Investment Adviser Act compliance consulting, accounting and bookkeeping services, as well as recruiting services. We work seamlessly as a team to ensure that our clients get the maximum benefits offered by our experienced staff. We are a valued partner and advisor to a myriad of financial services firms and other businesses, providing guidance and assistance to clients as they navigate through their regulatory and financial reporting requirements.

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The smart outsource solution.
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The smart outsource solution.

CONTACT US

Success Stories
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Success Stories

“We have been clients of Integrated Solutions℠ for several years and they are without a doubt the best of all the service providers that we use. From performing standard administrator services, to helping us file Broker-Dealer, FOCUS reports and annual NFA Financial Statements, their work has always been accurate, timely and cost effective. I would highly recommend them to any asset management firm in need of experienced professionals.”

“We have been clients of Integrated Solutions℠ for several years and they are without a doubt the best of all the service providers that we use. From performing standard administrator services, to helping us file Broker-Dealer, FOCUS reports and annual NFA Financial Statements, their work has always been accurate, timely and cost effective. I would highly recommend them to any asset management firm in need of experienced professionals.”

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Domestic and Offshore Fixed Income Hedge Fund / NYC
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Domestic and Offshore Fixed Income Hedge Fund / NYC
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NEW YORKLessLess
NEW YORKLess

39 Broadway, Suite 3300

New York, NY 10006 

Telephone: 212-509-7800

39 Broadway, Suite 3300

New York, NY 10006 

Telephone: 212-509-7800

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NEW JERSEYLessLess
NEW JERSEYLess

475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300

475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300

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FLORIDALess
FLORIDA

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-453-3800

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-453-3800

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AICPA

*SOC 1 Type 2 certification only covers: 

Fund Accounting, Administration and Investor Services.

*SOC 1 Type 2 certification only covers: 

Fund Accounting, Administration and Investor Services.

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ABOUT US          SOLUTIONS         INSIGHTS          CONTACT         INVESTOR LOGIN 


ABOUT US          SOLUTIONS         INSIGHTS          CONTACT         INVESTOR LOGIN 

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