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Carolyn Roebuck Email
Exec. Ass’t ➜ Acc’t Executive | FinTech/AdvisorTech Software | BRITech Pivolt Wealth Management SaaS . MD Solutions
CAPE CORAL, FL
Locationc**************@mdsolutionsllc.com
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Employees:
54Revenue:
$10MAbout
Disruptors bring & bridge technology to deliver innovation. Our three co-founders, equipped with only laptops, launched MDS in 2004 to bring a combined three decades of experience as traders, asset managers and software company consultants to clients. Since, MDS has focused on deploying value-based bank, investment and wealth management technology to the industry. Having been customers, employees and vendors in those spaces, we’re uniquely poised to understand the agony and ecstasy of advisor technology. That’s why customers continue to count on us to deliver affordable new ways to improve workflow, create tailored reports and bring value through consulting, co-sourcing and custom engineering. To that end, MDS is excited about our transformation from the 1st Advent software service partner to the sole US partner of BRITech’s Wealth Management Platform—Pivolt. The evolution from on-premise to platform to cloud and now Pivolt – a flexible, modular cloud platform – simplifies workflows through an elegant user interface. BRITech is a global B2B SaaS company dedicated to investment management ecosystems, with customers in South America and Europe. In 2019 it led Banking CIO Outlook’s list of Top 10 UK Wealth Management Solution Companies. As BRITech’s exclusive US franchise, MDS is thrilled to bring Pivolt to the overcrowded, overpriced and underserviced small and middle-tier market. Now investment/wealth managers, advisor techs and family offices struggling with skyrocketing licensing fees and data costs have a more flexible solution. Pivolt’s modular, amendable cloud-based SaaS platform eliminates competitors’ all or nothing structures. ----- MDS offers a full spectrum of professional services and custom engineering, with industry veterans fluent in various vendor platforms. We proudly solve customers’ problems by delivering affordable solutions to issues other vendors or the marketplace have chosen not to address. Our experience is the solution you can afford.MD Solutions Address
506 SW 47TH TERCAPE CORAL, FL
United States