Acquisition Opportunity MD Solutions was recently acquired by F2 Strategy, creating potential cross-sell opportunities with F2 Strategy’s wealth management technology and marketing services ecosystem.

High AUA Reach Serving clients with over 700 billion in assets under administration and reconciling 100,000+ accounts daily signals a need for scalable reconciliation, data management, and reporting solutions across large client bases.

Advent Channel Strength As a long-standing Advent solutions vendor and partner, MD Solutions has deep integration expertise (Axys, APX, Moxy) that can be leveraged to upsell Advent-related upgrades, migrations, and managed services to similar core platforms.

Cloud and Compliance Focus Offering cloud hosting, data management, and compliance services positions MD Solutions to pursue growth in securely hosted, regulated environments for wealth managers seeking modernization and cost efficiency.

Expansion Readiness Recent Microsoft partnership and ongoing 25+ year industry experience indicate readiness for targeted expansions into mid-market to enterprise-level wealth management firms seeking outsourcing, co-sourcing, and bespoke automation implementations.