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, 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.

James Cantwell, Vice President

James Cantwell is partner and principal consultant at Versoft. He provides consultative and implementation services centered around his extensive knowledge of FinTech and best practices for firms in the investment management industry.

Steve Everly, 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.

Keith Edwards, Consultant

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

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.

Carlie Smith, Executive Assistant

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.

Matt Braman, Manager, Custom Solutions

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.

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.