BMD takes on custom software engagements for financial services firms — compliance tools, integrations, internal systems, and platforms built for the regulatory environment you actually operate in.
The Work
Custom Code of Ethics systems, exam-ready documentation workflows, and audit trail infrastructure built to the specific regulatory requirements of your firm.
Connecting portfolio management platforms, custodians, and internal systems so your data moves reliably and your reports reflect reality.
The tools your team actually uses day-to-day — trade blotters, client record systems, approval workflows — built precisely for how your firm runs.
Websites and client portals built for SEC Marketing Rule compliance, Form ADV Part 2 alignment, and the particular requirements of an investment adviser under FINRA or SEC oversight.
These aren't rigid service packages. Every engagement starts with understanding your specific problem — the regulatory context, the operational constraints, what already exists and what needs to be built from scratch. Scope and pricing follow from that conversation.
The Background
Close to thirty years of that career was spent building software inside financial institutions — not consulting for them from the outside. I know what a regulatory examination looks like. I know what happens when an audit trail is a folder of emails. I know what a compliance workflow needs to do under pressure.
That background is the qualification. A financial services firm that hires BMD for a custom engagement isn't explaining the regulatory context from scratch.
The Process
One call to understand what you're building, what problem it solves, and what constraints matter — regulatory, operational, technical.
A written scope document: what gets built, what it costs, what the timeline looks like, and what success means. No ambiguity.
Regular check-ins, documented progress, tested work. Nothing ships that hasn't been verified to work the way it's supposed to.
Deployed, documented, and handed off with the context you need to maintain it — or we continue to maintain it together.
Tell us what you're building — or what problem you're trying to solve. We'll figure out together whether BMD is the right fit.
Get in touch