Services

Services

Our Services

Versoft Consulting helps investment management firms increase efficiency through better software utilization, integration between multiple platforms, and scaling as a result of automation and optimization of workflows. We offer a wide range of consulting services for our clientele that fit your needs and stay within your budget.

We can help with implementing Contact Relationship Management (CRM) platforms, upgrading Advent Portfolio Exchange (APX) or migrating Axys to APX, provide guidance on reconciliation issues, streamlining processes, and many more specialties. Our goal is that you are so satisfied with our service that you will use us again when the need arises. At Versoft we work very hard at customer satisfaction.

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
  • Satuit
  • Tableau
  • 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, Satuit, Tableau, Tamarac, Telemet, Trumpet, UNAPEN, WealthTechs, and many more.

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, we recommend, build, and implement the right solution for you.

Versoft Portfolio Services

Optimization
Workflow reviews, CRM configuration, integration between different applications & automation.

Upgrades
Upgrading to current software or newer supported versions.

Implementation
APX or Axys installation, data conversions & software configuration.

Training
Making sure software is being used to its fullest. Training others on how to improve their knowledge and capabilities.

Versoft Portfolio Services

Optimization
Workflow reviews, CRM configuration, integration between different applications & automation.

Upgrades
Upgrading to current software or newer supported versions.

Implementation
APX or Axys installation, data conversions & software configuration.

Training
Making sure software is being used to its fullest. Training others on how to improve their knowledge and capabilities.

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.