Why Integrated?

The Solution to Simplify and Grow Your Business 

Running and operating a business isn’t easy. Management has investments to make, operations to manage, employees to supervise, reports to complete—and on top of all this, it needs to be certain of one very important thing—that the company’s books and records are prepared accurately, in accordance with regulatory requirements and in a timely manner. With Integrated Solutions℠, management will have one less thing to worry about.

Integrated Solutions℠ adds value to a business by performing its accounting and operations functions more efficiently, better and at a reasonable cost, giving management back a valuable asset…. time. Our clients have confidence 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.


  • 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 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 almost every issue that you encounter.


39 Broadway, Suite 3300

New York, NY 10006 

Telephone: 212-509-7800


475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300


7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-283-0772



42 Broadway, Suite 12-129

New York, NY 10004

Telephone: 212-509-7800


7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433

Telephone: 561-453-3800

*SOC 1 Type 2 certification only covers:

Fund Accounting, Administration and Investor Services.