Professional Services

Versoft Consulting Services

Some Words About Us

Versoft offers a wide range of consulting services for our clientele. Services that fit your needs and stay within your budget. We can help with implementing Contact Relationship Management (CRM) platforms, upgrading Advent Portfolio Exchange (APX) or migrating Axys to APX, provide guidance on reconciliation issues, streamlining processes, and many more specialties. Our goal is that you are so satisfied with our service that you will use us again when the need arises. At Versoft we work very hard at customer satisfaction.

Increasing Efficiency and Empowering You

Versoft Portfolio Services

Workflow reviews, CRM configuration, integration between different applications & automation. – Learn More

APX or Axys installation, data conversions & software configuration. – Learn More

Upgrading to current software or newer supported versions. – Learn More

Making sure software is being used to its fullest. Training others on how to improve their knowledge and capabilities. – Learn More

Improving Efficiency With Your Investment Management Software
We recommend the best solutions and software products for your needs.
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