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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.

Versoft Consulting Presentation

“Verity and the Versoft team are true professionals. Their knowledge, experience, and thoughtfulness guided us through the merger of two large organization’s portfolio accounting, trade order management, and billing systems.”

Charlie Z., Chief Operating Officer

Applications and Services Versoft Consulting Supports

ACA Compliance



Cascade Compliance

Charles River Development

Chicago Clearing Corporation


Eze Software



Generic Network Systems

ICE Data Services


MS Dynamics/Salentica

SS&C Advent









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


We train your staff and provide documentation for your specific workflows.

Software Consulting

We aim to achieve software optimization by using automation and implementing workflow improvements.

Implementation & Upgrades

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.

Project Management

We clearly define tasks, timelines, and assign resources. Our project management consultants have extensive experience.

Vendor Selection & Evaluation

We identify and document functional requirements, recommend replacement technology options, and assist with the due diligence process.

Custom Application Development

We offer software development capabilities such as custom reports and tools as well as building integrations between applications.


We build custom reports and extracts meeting your requirements.

Mergers & Acquisitions

Manage the merging of multiple environments and data sources to successfully consolidate workflow.

Improving Efficiency With Your Investment Management Software

We recommend the best solutions and software products for your needs.