Integrated Solutions

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

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.

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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.

Integrated Solutions℠

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

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The Smart Outsource Solution.

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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.”

Hedge Fund, CA
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NEW YORK

42 Broadway, Suite 12-129

New York, NY 10004

Telephone: 212-509-7800

FLORIDA

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433

Telephone: 561-453-3800

AICPA logo

*SOC 1 Type 2 certification only covers:

Fund Accounting, Administration and Investor Services.

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