About Us
About Us
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.
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.
Meet Our Team
Verity Larsen
CEO
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.
Steve Everley
CFO
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.
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.
Carlie Smith
Executive Assistant
Carlie Smith joined our team in early 2019 as an Executive Assistant. An integral part of the company foundation, Carlie manages accounting, scheduling, and travel aspects of our team members to ensure their success.
Keith Edwards
Consultant
Keith Edwards is a member to the consulting team, directly supporting client software preparation, implementation, optimization, and training needs. He brings analytical and process experience, as well as his high level of client service and support.
Greg Silverman
Consultant
Greg Silverman has extensive experience in portfolio management and technology and in leadership roles managing operations and systems for large multi-family offices. He is responsible for delivering consultative services to clients.
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.