Our Group
Integrated Solutions℠ provides professional services to the financial services sector and other small-to mid-sized businesses.
Our Values
For more than 35 years our professionals have been servicing clients with a commitment to our core guiding principles.
Our People
The Integrated Solutions℠ team is comprised of more than 30 capable, motivated individuals, coming from a variety of...
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
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.
Integrated Solutions℠
We Provide Professional Services to the Financial Services Sector and Other Small and Mid-size Businesses
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...
Broker Dealers
Our team of professionals has decades of experience and expertise in navigating the Broker-Dealer registration process along with ongoing compliance...
Venture Funds
At Integrated Solutions, we understand the unique challenges faced by venture capital fund manager. Our specialized accounting services are designed...
Private Equity
At Integrated Solutions, we specialize in supporting private equity funds and their portfolio companies.
Portfolio Companies
At Integrated Solutions, we understand the unique challenges faced by private equity firms and their portfolio companies.
Special Purpose Acquisition Companies
We are dedicated to supporting you through every stage of the public offering process...
Public Reporting Entities
We specialize in guiding private entities through the complex journey of becoming Securities and Exchange Commission (SEC) reporting companies.
Registered Investment Advisor
Our professionals will analyze your investment advisory objectives and prepare the documentation necessary to operate an investment advisor in compliance...
Family Offices
Family Offices At Integrated Solutions, we specialize in supporting single and multi-family offices. Our expert professionals take care of your accounting...
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...
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...
Broker-Dealer Registration
Our team of professionals has decades of experience and expertise in Broker-Dealer registration and ongoing compliance upon firm approval.
Compliance and Risk Management
Compliance policies and protocols are customized to a firm’s unique operational risks and best practices in risk management.
Outsourced CFO and Controller Services
Integrated Solutions℠ assigns an experienced accounting professional from our team to effectively become a company’s CFO
Accounting and Bookkeeping
Integrated Solutions℠ delivers accurate accounting of all transactions in a company’s business.
Financial Statement Preparation
Integrated Solutions’℠ knowledgeable financial statement preparation team can prepare financial statements in accordance with US GAAP...
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)...
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...
Consulting and Advisory
Integrated Solutions℠: Expert Consulting and Advisory for Your Accounting and Operational Needs. At Integrated Solutions℠...
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.
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...
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”