Founded in 1995, Investment Data Services, Inc. (IDS) is a B2B service provider that offers outsourced back-office and operational support to financial advisors and wealth management firms. The company's mission is to act as an extension of an advisor's own office by handling complex and time-consuming tasks such as daily transaction processing, data aggregation from multiple custodians, portfolio reconciliation, performance reporting, and client billing. By outsourcing these functions to IDS, financial advisors can focus more on core activities like client relationship management and investment strategy.

Founded in

Finland