Reporting

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Custom Report Development

Versoft offers best-in-class report development capabilities and custom-tailored solutions for asset managers, wealth managers, RIAs, and family offices.

Versoft’s core expertise is investment reporting technology. The US-based development staff is lead by a former SS&C Advent software architect and head of the custom solutions team.

high asset growth by Versoft Consulting

Business Intelligence

Having access to concise and accurate data is critical for intelligent decision making. Executives and portfolio managers need to quickly analyze the overall health and trends of the business and their clients.

Versoft designs processes which serve as a blueprint for accurate business intelligence reporting. Versoft’s extraction expertise & proprietary tools used alongside Power BI or Tableau offer user-friendly design interface for modern data analytics and reporting.

The Versoft Advantage - Experts You Can Trust

Over 50 Years of combined reporting experience

No product bias, work with all leading platforms

Turn-key, attractive, & modern client reports and dashboards

Updates and upgrades to your existing reports

Integration & reporting from multiple sources including CRM (all firm systems)

Performance & Composite reporting including GIPS compliance

Expertise in SSRS, Power BI, Tableau, and other technologies

Reduce maintenance and licensing costs

Asset Allocation by Versoft Consulting

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.