Integrated Solutions ℠

Our passion is to provide personalized professional services to financial services firms and other businesses. We commit to help our clients organize, grow, and preserve their wealth by being an active partner in their understanding and management of their business. We translate our clients’ needs into a quality end product, and strive to provide our clients with solutions to their unique situations. Our office culture promotes “integrated” teamwork to ensure a job well done and a satisfied client. Integrated Solutions ℠ provides professional services to the financial services sector and other small-to mid-sized businesses. We specialize in advising broker-dealers, commodities firms, investment advisors and other entities regulated by the Securities and Exchange Commission, FINRA and other regulators. We provide fund administration services to hedge funds, fund of hedge funds, private equity firms and family offices. We also provide services to companies in real estate, entertainment, and other industries. Integrated Solutions ℠ started with the formation of Integrated Management Solutions USA LLC (“IMS”) in 1985 by Howard Spindel (and two other founders who have since left the firm). IMS was formed to fill a void in the financial services community for operational compliance services by providing smart solutions to the every day complexities in a regulated environment. Over the years, through careful growth and thoughtful fiscal management, we have built a firm with tremendous breadth and expertise in our field. In 2005, the firm launched Integrated Investment Solutions LLC (“IIS”) to provide fund administration services to the alternative investments community. In 2014, Integrated Bookkeeping Solutions USA LLC (“IBK Solutions”) was launched to expand our accounting and bookkeeping service offerings to a variety of industries. IMS, IIS and IBK Solutions together make up Integrated Solutions ℠. Our Values For more than 30 years our professionals have been servicing clients with a commitment to our core guiding principles. Integrity Our professionals willingly and consistently act in accordance with ethical and professional standards. Professionalism Our professionals conduct themselves with the skill, good judgment, and polite behavior that is expected from a person who is trained to do a job well. Personal Service We pride ourselves as providing a personalized and customized service to satisfy each client’s needs. We don’t use a cookie cutter approach when crafting client solutions. Our People The Integrated Solutions ℠ team members are comprised of capable, motivated individuals who come from a variety of backgrounds with business, financial, regulatory, operational and technical knowledge. We provide personalized and attentive service. Our team focuses on the financial services industry, with years of experience in public accounting, fund administration, brokerage, trading and sales, capital raising, and compliance. SERVICES: Fund Accounting and Administration FINOP and Regulatory Reporting Broker-Dealer Registration Compliance and Risk Management Outsourced CFO Accounting and Bookkeeping Financial Statement Preparation Recruiting and Resource Staffing Information Technology Consulting

Address: 39 Broadway, Suite 3300, New York, NY 10006, USA

Phone: +1 212 509 7800
FAX: +1 212 509 7800