Client Service

We are notorious for being an extremely client focused firm. As our clients’ valued business partner, we are known for being reliable, accurate and timely in handling our clients’ needs.

Solutions

Solutions for our clients’ business needs: experienced professionals, with the correct skills, providing smart solutions, at the right time.

Results

We are extremely responsive, detail oriented and very knowledgeable regarding relevant industry standards and applying them to our clients’ business. We provide practical advice to our clients and deliver results.

Talented Professionals

Our team members are highly experienced professionals with a variety of backgrounds with business, financial, regulatory, operational and technical knowledge.

Integrated Solutions ℠

We provide professional services to the financial services sector and other small and mid sized businesses

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About Us

We specialize in fund administration, broker-dealer compliance consulting, accounting and bookkeeping services, as well as recruiting services. We work as a team to ensure that our clients get the maximum benefit of our experienced staff. We are a valued partner and advisor to many financial services firms and other businesses, providing guidance and assistance to clients as they navigate through their various regulatory and financial reporting requirements.


 

“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.”

Managing Partner / Chelona Capital Management / CA

“When we lost our CFO to an illness, we turned to Integrated Solutions ℠. They assumed all of our back office efforts immediately ensuring a seamless transition. Shortly thereafter, they then identified and implemented ways to help us improve the process, making it much more efficient. Without hesitation, we would recommend Integrated Solutions ℠ to any fund looking for an administrator or an outsourced CFO.”

Domestic and Offshore Fixed Income Hedge Fund / NYC

“Our firm is a new hedge fund and recently became an Integrated Solutions ℠ client. They are providing both our compliance/accounting functions as well as guiding us through the Broker‐Dealer Registration process. On both accounts, we are pleased with the service and results so far. Integrated Solutions ℠ has the expertise in these areas that we are lacking and hiring them allows us to focus on our key competence, generating returns for our investors. We would recommend Integrated Solutions ℠ to any firm with needs in these areas.”

Broker-dealer hedge fund with a master feeder structure / PA

“It is a pleasure to work with the team at Integrated Solutions ℠. I have worked with them since the inception of my fund over three years. Along with being good, ethical people, providing excellent, punctual service, they have assisted me with other parts of the business. I highly recommend them and look forward to growing the business we do with them in the future.”

Portfolio Manager / Bharat Capital LLC / NYC

“Since 2011, LUMA Securities has relied on Integrated Solutions ℠ for our FINOP function. We trust the firm’s advice and rely on their vast regulatory knowledge and experience to provide accurate and concise services to get the job done.”

Terence Kawaja / CEO, LUMA Securities LLC. / NYC

“For the past five years plus, Integrated Solutions ℠ has provided services to several Funds associated with First Manhattan Company. Our experience with Integrated Solutions ℠ has been consistently positive. Their team provides excellent service, is responsive and flexible, produces high quality work and meet deadlines. It has been our pleasure to work with them!”

Controller / First Manhattan Co. / NYC

The smart outsource solution.

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