Outsourcing, Refined for Excellence.

We Work With

Accountants & Auditors

Independent Consultants

NFA Members

Broker-Dealers

International Funds

Registered Investment Advisors

FCA Approved Firms

Lawyers

Revenue Producers

International Expertise

We support over 100 broker-dealer and 90 asset management clients across the U.S. and worldwide, delivering reporting to nearly 1,000 investors through our secure online portal and other distribution channels. With our global presence, Integrated Solutions℠ provides
seamless support—ensuring timely, accurate reporting and responsive service no matter where your business operates.

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Our Solutions

FINANCE SUPPORT

Integrated Solutions℠ partners with clients to provide experienced accounting professionals who function as outsourced CFOs, overseeing some or all of their accounting and financial operations.

FUND ACCOUNTING & ADMINISTRATION

Integrated Solutions℠ delivers expert fund accounting and administration tailored to hedge funds, family offices, and private equity firms.

Our proprietary, controlled systems offer investors confidence in a SOC 1 Type 2–certified administrator.

REGULATORY COMPLIANCE

Integrated Solutions℠ supports broker
dealers of all sizes with comprehensive recordkeeping, regulatory reporting, and compliance services.

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We have worked with both the UK and U.S. Integrated Solutions℠ teams for the past several years regarding our broker-dealer’s various registrations, compliance requirements and regulatory financial matters. The professionals at Integrated Solutions℠ have a unique understanding of both the UK and U.S. regulatory environments, particularly with multi country domiciled entities. They have guided our UK and US businesses through a number of complex issues with excellent outcomes"

COO of UK-Based Broker-Dealer

“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, New York, USA

"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, Pennsylvania, USA

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*SOC 1 Type 2 certification only covers Fund Accounting, Administration, and Investor Services.

London

+44 20 4591 1684

125 Wood Street, London, EC2V 7AW, United Kingdom

hello@integrated.solutions

Boca Raton

(561) 453-3800

7000 W Palmetto Park Rd. Suite 503, Boca Raton, FL 33433