Our goal is to build a long-term partnership with you. We do this first by understanding your business needs and growth plan. Combining your objectives with our extensive expertise in portfolio management, trading and contact relationship management allows us to recommend, build, and implement the right solution for you.
Software Consulting
We aim to achieve software optimization by using automation and implementing workflow improvements.
DetailsImplementations & Training
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.
DetailsProject Management
We clearly define tasks, timelines, and assign resources. Our project management consultants have extensive experience.
DetailsMergers & Acquisitions, & Spin-Offs
Manage the merging of multiple environments and data sources to successfully consolidate workflow.
DetailsVendor Selection & Evaluation
We identify and document functional requirements, recommend replacement technology options, and assist with the due diligence process.
DetailsCustom Application Development
We offer software development capabilities such as custom reports and tools as well as building integrations between applications.
DetailsHow does your tech stack up?
How does your tech stack up?
Increasing Efficiency and Empowering You
Increasing Efficiency and Empowering You
Our goal is to build a long-term partnership with you. We do this first by understanding your business needs and growth plan. Combining your objectives with our extensive expertise in portfolio management, trading and contact relationship management allows us to recommend, build, and implement the right solution for you.
Applications and Services Versoft Consulting Supports
ACA Compliance
Addepar
CAPS
Cascade Compliance
Charles River Development
Chicago Clearing Corporation
DTCC
Eze Software
FactSet
FIS
Generic Network Systems
ICE Data Services
InvestCloud
MS Dynamics/Salentica
SS&C Advent
Salesforce
Tableau
Satuit
Tamarac
Telemet
Trumpet
UNAPEN
WealthTechs
And many more
Applications and Services Versoft Consulting Supports
ACA Compliance
Addepar
CAPS
Cascade Compliance
Charles River Development
Chicago Clearing Corporation
DTCC
Eze Software
FactSet
FIS
Generic Network Systems
ICE Data Services
InvestCloud
MS Dynamics/Salentica
SS&C Advent
Salesforce
Tableau
Satuit
Tamarac
Telemet
Trumpet
UNAPEN
WealthTechs
And many more
Looking for help with CRM?
Download Versoft’s CRM Evaluation and Best Practices Guide
Looking for help with CRM?
Download Versoft’s CRM Evaluation and Best Practices Guide
