Optimization is a broad word. At Versoft we are big on empowering the client to be proficient and more efficient with daily tasks. Lots of strong words there, but bottom line is we know you can get more done in a day and provide your client with better service by changing the way you handle portfolio management and client interaction.
What if there were scripts for automating common tasks, or macros for repetitive reporting? What if you get back several hours in a day and have less risk of mistakes? Sounds good, right?