Integrated Solutions
Bringing a wealth of knowledge, experience and guidance to the financial services industry
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.
Investment Adviser Services
Our professionals will analyze your investment advisory objectives and prepare the documentation necessary to operate an investment adviser...
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 Function
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. As part of our bookkeeping services, we process...
Financial Statement Preparation
Integrated Solutions’℠ knowledgeable financial statement preparation team can prepare financial statements in accordance with US GAAP...
Recruiting and Resource Staffing
Our professional recruitment staff understands that each client is unique. Our recruiters focus on our client’s specialized needs...
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.
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
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.
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”
Integrated Solutions℠
We Provide Professional Services to the Financial Services Sector and Other Small and Mid-size Businesses
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.