Versoft Consulting Services Chart

Training

We train your staff and provide documentation for your specific workflows.

Software Consulting

We aim to achieve software optimization by using automation and implementing workflow improvements.

Implementation & Upgrades

Our team of experts will seamlessly guide you through the process of implementing new software and/or upgrading your current system. We utilize industry-best practices for backing up, installation and testing.

Project Management

We clearly define tasks, timelines, and assign resources. Our project management consultants have extensive experience.

Mergers & Acquisitions

We manage the merging of multiple environments and data sources to successfully consolidate workflow.

Reporting

We build custom reports and extracts meeting your requirements.

Custom Application Development

We offer software development capabilities such as custom reports and tools as well as building integrations between applications.

Vendor Selection & Evaluation

We identify and document functional requirements, recommend replacement technology options, and assist with the due diligence process.

OUR TEAM HAS EXTENSIVE EXPERIENCE WITH ALL LEADING PORTFOLIO MANAGEMENT AND CRM PRODUCTS

“Versoft has helped our firm increase efficiencies and productivity… Without question, I would recommend Versoft to anyone who is seeking a consulting firm.”

Frank W., Director of Operations at $7B AUM RIA

What Makes Us Unique

50+ years collective experience investment management operations & software development

We not only understand the complexity of your business but we have deep technical knowledge of a wide variety of applications.

Customization capabilities and integration between applications

We offer software development capabilities such as custom reports and tools as well as building integrations between applications.

Vendor agnostic

We evaluate and recommend applications based on your needs, not by a commission structure.

Client-focused Culture

We build long lasting relationships with our clients because of our commitment to best-in-class service, establishing trust, and putting their interests first.

What Makes Us Unique

50+ years collective experience investment management operations & software development

We not only understand the complexity of your business but we have deep technical knowledge of a wide variety of applications.

Customization capabilities and integration between applications

We offer software development capabilities such as custom reports and tools as well as building integrations between applications.

Vendor agnostic

We evaluate and recommend applications based on your needs, not by a commission structure.

Client-focused Culture

We build long lasting relationships with our clients because of our commitment to best-in-class service, establishing trust, and putting their interests first.

Meet Our Team

Our team has a diverse set of professional backgrounds, including experience at leading investment software companies, multi-national corporations, investment advisors, and family offices.

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