Verity Larsen
CEO & Principle Consultant
Versoft offers a full suite of services
to investment firms that rely on technology
to run daily operations and report on client relationships
to run daily operations and report on client relationships
Services
Manage the merging of multiple environments and data sources to successfully consolidate workflow.
We clearly define tasks, timelines, and assign resources. Our project management consultants have extensive experience.
We aim to achieve software optimization by using automation and implementing workflow improvements.
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.
We train your staff and provide documentation for your specific workflows.
We train your staff and provide documentation for your specific workflows.
We offer software development capabilities such as custom reports and tools as well as building integrations between applications.
We build custom reports and extracts meeting your requirements.
Services
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
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
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.
Our People Are Our Greatest Strength
We love technology, but we understand people are at the heart of every business.
Chris Foster
Junior .NET Developer
