Integrated Solutions

Bringing a wealth of knowledge, experience and guidance to the financial services industry

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Our  Group

Integrated Solutions℠ provides professional services to the financial services sector and other small-to mid-sized businesses.

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Our Values

For more than 35 years our professionals have been servicing clients with a commitment to our core guiding principles.

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Our People

The Integrated Solutions℠ team is comprised of more than 30 capable, motivated individuals, coming from a variety of...

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EXTREMELY CLIENT FOCUSED
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.

EFFICIENT SOLUTIONS
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.

EXTREMELY RESPONSIVE, AND DETAIL ORIENTED
Results

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.

HIGHLY EXPERIENCED PROFESSIONALS
Talented Professionals

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

Why Integrated?

Success Stories

Insights

Solutions

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Office

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 adviser 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.

About Us

Success Stories

"We have worked with both the UK and U.S. Integrated Solutions teams for the past several years regarding our broker-dealer’s various registrations, compliance requirements and regulatory financial matters. The professionals at Integrated Solutions have a unique understanding of both the UK and U.S. regulatory environments, particularly with multi-country domiciled entities. They have guided our UK and US businesses through a number of complex issues with excellent outcomes."

Joe McDaniel – Causeway Securities Limited
Success Stories
Success Stories

Integrated Solutions℠

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

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Who We Serve

Hedge Funds

Integrated Solutions provides services to Hedge Funds and their management team through all stages of the organization’s live cycle ranging from Pre-Launch...

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Broker Dealers

Our team of professionals has decades of experience and expertise in navigating the Broker-Dealer registration process along with ongoing compliance...

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Venture Funds

At Integrated Solutions, we understand the unique challenges faced by venture capital fund manager. Our specialized accounting services are designed...

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Private Equity

At Integrated Solutions, we specialize in supporting private equity funds and their portfolio companies.

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Portfolio Companies

At Integrated Solutions, we understand the unique challenges faced by private equity firms and their portfolio companies.

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Special Purpose Acquisition Companies 

We are dedicated to supporting you through every stage of the public offering process...

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Public Reporting Entities

We specialize in guiding private entities through the complex journey of becoming Securities and Exchange Commission (SEC) reporting companies.

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Registered Investment Advisor

Our professionals will analyze your investment advisory objectives and prepare the documentation necessary to operate an investment advisor in compliance... 

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Family Offices

Family Offices At Integrated Solutions, we specialize in supporting single and multi-family offices. Our expert professionals take care of your accounting...

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Our Solutions

Fund Accounting and Administration

Integrated Solutions’℠ experienced team of accounting professionals understand the business of our clients. We are attuned to the nuances specific...

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FINOP and Regulatory Reporting

Our team of regulatory reporting experts are Licensed Series 27 and Series 28 professionals registered with FINRA as Financial and Operations Principals...

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Broker-Dealer Registration

Our team of professionals has decades of experience and expertise in Broker-Dealer registration and ongoing compliance upon firm approval.

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Compliance and Risk Management

Compliance policies and protocols are customized to a firm’s unique operational risks and best practices in risk management.

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Outsourced CFO and Controller Services

Integrated Solutions℠ assigns an experienced accounting professional from our team to effectively become a company’s CFO

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Accounting and Bookkeeping

Integrated Solutions℠ delivers accurate accounting of all transactions in a company’s business. 

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Financial Statement Preparation

Integrated Solutions’℠ knowledgeable financial statement preparation team can prepare financial statements in accordance with US GAAP...

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SEC and SPAC Reporting Services

At Integrated Solutions℠, we specialize in guiding private entities through the complex journey of becoming Securities and Exchange Commission (SEC)...

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Recruiting and Resource Staffing

Our professional recruitment staff understands that each client is unique. Our recruiters focus on our client’s specialized needs and are able to find the most...

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Consulting and Advisory

Integrated Solutions℠: Expert Consulting and Advisory for Your Accounting and Operational Needs. At Integrated Solutions℠...

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Insights

Rafael Beck Shares Insights at NYSSCPA Stock Brokerage Conference

The financial world is constantly evolving, shaped by regulations, innovations, and the dynamic interplay between market forces.

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Joe Puglisi Joins Integrated Solutions to Drive Expansion in Financial Services Advisory

Integrated Solutions is pleased to announce that Joseph J. Puglisi has joined our Firm as a Managing Director. Joe brings with...

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Michael Stupay Will Speak At The FINOP Roundtable On November 12, 2020

Michael Stupay, Senior Managing Director of Integrated Solutions is participating as a Roundtable Panelist at Citrin Cooperman’s upcoming “Virtual Roundtable”

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The Smart Outsource Solution.

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