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.