About Us
It's passion, not only work!
Our passion is to provide personalized professional services to financial services firms and other businesses. We are committed to helping our clients organize, grow, and preserve their wealth by being an active partner in the understanding and management of their business. We translate our clients’ needs into a quality end product, and strive to provide our clients with solutions to their unique situations. Our office culture promotes “integrated” teamwork to ensure a job well done and a satisfied client.
Our Group
Our Vision
Integrated Solutions℠ provides professional services to the financial services sector and other small mid-sized businesses both in the United States and Internationally. We specialize in advising broker-dealers, investment advisers, commodities firms, and other entities regulated by the Securities and Exchange Commission, FINRA and other regulators in the United States, as well as the Financial Conduct Authority in the United Kingdom. We provide fund administration services to hedge funds, fund of hedge funds, private equity firms and family offices. We also provide services to companies in real estate, entertainment, and other industries. We endeavor to offer a highly tailored, customized product designed to facilitate Senior Client Management to focus on what they do best.
Our History
Integrated Solutions℠ started with the formation of Integrated Management Solutions USA LLC (“IMS”) in 1985 by Howard Spindel and two other founding members. IMS was formed to fill a void in the financial services community for operational and compliance consulting services. It has been able to offer guidance in navigating everyday challenges that exist in a highly regulated environment. Over the years, through careful growth and prudent fiscal management, we have built a firm that demonstrates tremendous breadth and expertise in our field. In 2005, the firm launched Integrated Investment Solutions LLC (“IIS”) to provide fund administration services to the alternative investment community. In 2020, the firm launched its presence in London to serve as a local conduit for the UK and European financial services industry. IMS and IIS together make up Integrated Solutions℠
Our Values
For more than 40 years our professionals have been servicing clients with a commitment to our core guiding principles which are:
Integrity
Our professionals willingly and consistently act to exceed ethical and professional standards.
Professionalism
Our professionals conduct themselves with the skill, good judgment, and polite behavior that is expected from a person who is trained to do a job well.
Personal Service
We pride ourselves as providing a personalized and customized service to satisfy each client’s needs. We tailor our approach to each client recognizing that no two situations are identical and will address specific needs based on our deep understanding of our clients businesses.
Our People
The Integrated Solutions℠ team is comprised of more than 40 capable, motivated professionals, coming from a variety of backgrounds having business, financial, regulatory, operational and technical expertise. We provide personalized service and are attentive to our client's needs. Our team focuses on the financial services industry, with years of experience in public accounting, fund administration, brokerage, trading and sales, capital raising, and compliance.
Firm Leadership
Clients come to us for our deep industry knowledge and dedication to excellence. Our successful track record of servicing the financial services and business communities brings to our clients value-added, trusted guidance and experienced handling of services in a highly professional manner.
Howard Spindel
Senior Managing Director, Founder
Howard Spindel is one of the founders of Integrated Solutions℠ and a member of the firm’s management since 1985. During his tenure, he oversaw the growth of...More
Rafael Beck
Senior Managing Director
Rafael Beck is based at Integrated Solutions℠ Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants ...More
Rosemarie Connell
Senior Managing Director
Rosemarie Connell has been with Integrated Solutions since 2006, having overseen the growth of its client base and inherent operational expansion. Among her responsibilities, Rosemarie coordinates ...More
Michael Stupay
Senior Managing Director Emeritus
Michael Stupay has been a member of Integrated Solutions℠ management since 1994. Among his responsibilities, Michael coordinates the firm’s client development and ...More
David Proskin
Managing Director
Dave has over 40 years of experience in the financial services industry. Dave’s focus during his career ranged across audit, tax and fund administration. He also served and the Chief Financial...More
Senior Team Members
Shari Rothenberg
Senior Manager
Shari Rothenberg joined Integrated Solutions group in 2014. She manages client relationships and is responsible for the preparation and maintenance of books and records, ...More
Marla Mintz
Senior Manager
Marla Mintz joined Integrated Solutions℠ in 2015, bringing a wealth of experience in financial advisory and services for hedge funds and investment advisers. At Integrated Solutions, Marla specializes...More
Why Integrated?
THE SOLUTION TO SIMPLIFY AND GROW YOUR BUSINESS
Running and operating a business isn’t easy and requires skill and time. Management has investments to make, operations to manage, employees to supervise, and reports to complete. Integral to its success is the accurate and timely preparation of the company’s books and records in compliance with regulatory requirements and in a timely manner. With Integrated Solutions℠ working alongside, management will have more time to devote to strategic endeavors.
In the accounting and operations arena, Integrated Solutions℠ adds value to a business by performing its accounting and operations functions more efficiently, and at a reasonable cost. This allows management more time to focus on its business while having assurance that their financial reports are current and accurate. For small- to mid-sized businesses, outsourcing accounting and operational functions can increase efficiency, profitability and the company’s long-term viability.
In the expanded compliance arena, Integrated Solutions offers an array of services geared to promoting regulatory compliance practically, knowledgably and efficiently.
Benefits
Reduce risk and navigate effectively through the increasingly complex financial and regulatory landscape.
Improve efficiency and control costs by eliminating the expense of building and managing operational and compliance functions in-house.
Gain important competencies to your organization where needed, with our deep experience in Fund Administration, Accounting, Financial Reporting, and Regulatory Compliance.
Increase investor confidence by providing independent third-party valuations.
Achieve scalability of size and complexity by dialing up or dialing down the scope of services; in essence using us where and when the need arises.
Gain access to centralized data provided in a user-friendly format.
Be assured that services are delivered accurately, reliably, and promptly, with the utmost attention to detail.
Benefit from our many years of experience in dealing with all different scenarios within the financial industry and the regulatory industry.
