About Us
Who We Are

We Help You Get The Full Value Of Your Technology Investment

Versoft Consulting was formed to help clients get the full value from their portfolio management and CRM software. The consultants at Versoft want to make sure that you are not just using the basic installation, but implementing best practices. This comes from updating, streamlining, and optimizing workflows and reporting so that your efficiency goes up, thereby empowering you to provide a higher level of service to your clients.

At Versoft we want to earn your business. We understand there are choices out there, and with our understanding of the investment management industry, the software, and the user base, we make sure you as the client get the most out of our services. After you have worked with Versoft we are sure you will contact us again for any future needs. Building trust with our clients is the most important goal for Versoft, like it is with you and your clients.

Who We Are

We Help You Get The Full Value Of Your Technology Investment

who we are

Versoft Consulting was formed to help clients get the full value from their portfolio management and CRM software. The consultants at Versoft want to make sure that you are not just using the basic installation, but implementing best practices. This comes from updating, streamlining, and optimizing workflows and reporting so that your efficiency goes up, thereby empowering you to provide a higher level of service to your clients.

At Versoft we want to earn your business. We understand there are choices out there, and with our understanding of the investment management industry, the software, and the user base, we make sure you as the client get the most out of our services. After you have worked with Versoft we are sure you will contact us again for any future needs. Building trust with our clients is the most important goal for Versoft, like it is with you and your clients.

Meet Our Team
verity larsen portrait photo

Verity Larsen

Vice President

Verity Larsen is partner and founder of Versoft. She is responsible for the consulting practice, spending most of her time working directly with clients on their software implementation, optimization, and training needs.

While working in the investment management industry since 2000, Verity has gained extensive knowledge of technology and workflow best practices. Prior to starting Versoft, Verity was Senior Consultant and Team Lead at Advent Software, responsible for many complex implementations of Advent products. In addition, she previously worked at an investment management firm as Assistant Director of IT, supporting the firm with their use of the entire Advent suite. During this time Verity also served on the Advent Users Group (AUG) Board of Directors; her last office was President.

Verity is based in the beautiful Pacific Northwest, in Portland, Oregon.

james cantwell protrait photo

James Cantwell

Vice President

James Cantwell, partner and principal consultant at Versoft, started in the financial services industry since 1999 at Gamco Investors in Rye, NY. James held numerous positions in their Fund, Wealth Management and Alternative Investment groups and served as AVP of Operations until relocating to Phoenix, Arizona where he currently resides.

After leaving Gamco, James joined AST Trust Company, who provides a broad array of retirement services, where he managed their Operations team of over 30 employees in the servicing of investment firms, TPA’s, RIA’s and family offices. In 2007 James joined Advent Software, Inc. as a consultant where he implemented the Advent suite of products for small startup RIA’s to large asset managers with more than 20 billion under management. James began managing Advent’s Asset Management Group’s consulting organization in the Americas in 2011, while continuing to work directly with investment firms providing consultative services on how best to leverage their technology and resources to achieve efficiency, scalability and lower the costs of servicing their clients.

James joined Versoft in 2015 where he will provide consultative and implementation services centered around his extensive knowledge of FinTech and best practices for firms in the investment management industry.  James holds a B.S. in Finance from Penn State University.

Steve Everly portrait photo

Steve Everley

President

Steve Everley, partner and co-founder of Versoft is President in the company and is responsible for the daily activity including vendor engagement, management, finance, sales, and overall growth of the company.

Steve comes to Versoft after over 25 years in the Semi-Conductor industry and over 12 of those years consulting on computer chip design. While consulting he was asked to join Intel where he became a team manager working on very large System On a Chip (SOC) designs. After completion of a mobile chip set, Steve was tasked to help drive new design technologies and derive methodology and work flows for others to design with. This background in team management, budgeting, planning, and running his own consulting company made Steve a great fit for Versoft.

Steve resides in the beautiful Pacific Northwest, in Portland, Oregon.

Keith Edwards

Keith Edwards

Consultant

Keith Edwards is a recent member to the consulting team, directly supporting client software preparation, implementation, optimization, and training needs.

Keith has returned to the financial sector, after 20 plus years in the technology and system maintenance industry. Keith held various positions at Intel, Crane Aerospace and Electronics, and Starbucks before joining Versoft. While working in the technology sector, he gained experience in system training, process improvement and software implementation. Keith brings his analytical and process experience, as well as his high level of client service and support to the Versoft team.

Keith is based in the scenic Pacific Northwest city of Seattle, Washington.

matt braman profile photo

Matt Braman

Manager, Custom Solutions

Matt Braman joined Versoft in 2019.  He is responsible for leading Versoft’s custom solutions and product development initiatives.

Matt has over 15 years of experience in financial services and technology, and more than 10 years in leadership roles managing the development of turn key software solutions.  Before joining Versoft, Matt was Team Lead and Principal Solutions Architect of Global Custom Engineering at Advent Software, where he led a team of six engineers responsible for developing custom software solutions for Advent clients.  Prior to that, Matt began his career at UBS Financial Services and as an independent IT consultant.

Matt received a B.S.M. from the A.B. Freeman School at Tulane University with a double concentration in Finance and Information Services.

Matt currently resides in his hometown of Nashville, Tennessee.

Goals & Values

1. Implementation using best known practices
2. Updating, streamlining, and optimizing workflows
3. Increasing efficiency and empowering you
4. Building trust with clients
5. Earning your business

Team at a convention
versoft at a convention

Improving Efficiency With Your Investment Management Software

We recommend the best solutions and software products for your needs.

Improving Efficiency With Your Investment Management Software

We recommend the best solutions and software products for your needs.