Integrated Solutions

Written By Geoff Marcus
 
 
 

Our Firm

Integrated Solutions℠ is a boutique consulting firm, full-service administrator and outsource solution. Since 1985 we have provided quality professional services to institutional clients within the financial services sector and to other small-to mid-sized businesses.

  • The focus of our business is advising broker-dealers, investment advisers, commodities firms, and other entities that are regulated by the SEC, FINRA and other regulators.

  • We provide fund administration services to hedge funds, funds of hedge funds, private equity firms and family offices.

  • We also service companies in diversified fields such as real estate, entertainment, and other industries.

Our Available Services

  • Fund Accounting and Administration

  • FINOP and Regulatory Reporting

  • Broker-Dealer Registration

  • Investment Adviser Services

  • Compliance and Risk Management including Anti-Money Laundering testing and Continuing Education training

  • Mock Examinations

  • Outsourced CFO Function

  • Accounting and Bookkeeping

  • Financial Statement Preparation

  • Recruiting and Resource Staffing

Clients

We are now providing our services to over 100 broker-dealer and 90 asset management clients domiciled in the U.S. and worldwide and report to almost 1,000 investors through our online investor portal and other distribution methods.

 
Geoff Marcus
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