Versoft provided invaluable assistance with our Portfolio Management, Trading and Compliance solution set implementation.  We had a very tight timeline for this work, and the Versoft team’s dedication and expertise has made a big difference in ensuring a timely and successful implementation.

Once the platform decision was made, the best decision I made was engaging Versoft to help get us across the finish line.

“We thoroughly enjoyed working with Ben on our Technology Evaluation. He was very knowledgeable, responsive, and attentive to our firm and its specific needs. We would gladly welcome the opportunity to work with him and Versoft again in the future.”

“As one of the few people at my firm tasked with evaluating critical technology solutions, Versoft Consulting’s expertise proved invaluable. It was refreshing to talk with someone that spoke my language. Their team quickly grasped our idiosyncrasies and industry challenges.

Working with Versoft allowed us to confidently select a new product in just one day after reviewing their comprehensive analysis and recommendation. Their deep industry knowledge, understanding of our business, and seamless communication made Versoft an exceptional partner for navigating complex technology decisions efficiently.”

“We had been using the same basic system for years, upgrading it frequently to remain current and effective. Seeking a state-of-the-art solution that would be kept updated by the provider, we turned to Versoft. They helped us prepare our firm for the next generation by working closely with us to understand our desired future state and providing valuable advice based on our specific needs. They narrowed down the field of vendors to a manageable list and guided us through the selection process, helping us choose the best possible solution without compromise.

Versoft’s assistance didn’t stop at selection – they continued to guide us through the implementation process. Their expertise has been invaluable in modernizing our operations. We highly recommend Versoft to anyone seeking an investment technology consultant because their comprehensive approach and industry knowledge make them an excellent partner for firms looking to upgrade their technology infrastructure.”

“We knew we wanted to move off our current system and had looked at a few options but didn’t know which platform would best fit our needs. We hired Versoft to help us document our requirements, define our desired future state, and align us with the options best-suited to grow our business efficiently. We were impressed with their dedication, flexibility, and expertise and would highly recommend their team to anyone seeking an investment technology consultant.”

When Verity started Versoft, I had no hesitations about working with them. Verity has always had the reputation of being one of the best consultants while at Advent, so I knew that level of excellence would naturally translate to her team. I have especially enjoyed working with Matt Braman and his team of developers to streamline several processes and reports. We’ve been able to take workflows that involved exports, Excel manipulation, and a third-party program and consolidate them all into one report inside of APX. A key benefit to this new workflow is that either I or Versoft can now modify the process using standard tools available to all.

Versoft’s turnaround time on projects is also an important reason for our continued partnership. They are quick to respond and are always on top of project scope. But most of all, they are easy to work with and always professional. I will continue partnering with Versoft as I know I am working with the best and brightest in the industry.

“As one of the few people at my firm tasked with evaluating critical technology solutions, Versoft Consulting’s expertise proved invaluable. It was refreshing to talk with someone that spoke my language. Their team quickly grasped our idiosyncrasies and industry challenges.

Working with Versoft allowed us to confidently select a new product in just one day after reviewing their comprehensive analysis and recommendation. Their deep industry knowledge, understanding of our business, and seamless communication made Versoft an exceptional partner for navigating complex technology decisions efficiently.”

Appleton Partners knew Verity from her days at Advent, so we had no hesitations when hiring her and Versoft’s team of consultants. Their industry knowledge and ability to quickly understand the nuances of our business gave us great confidence in their recommendations. With the solutions they’ve implemented for us, we’ve been able to greatly streamline our appraisal generation process, enhance our sales and marketing efforts, and grow our product offerings. We feel very fortunate to have found such a strong, dependable partner to help us navigate our technical issues through the years, and happily continue to work with them.

“Verity and the Versoft team are true professionals. Their knowledge, experience, and thoughtfulness guided us through the merger of two large organizations’ portfolio accounting, trade order management, and billing systems. We would recommend Versoft for any similar consulting engagements without hesitation.”

“Versoft has helped our firm increase efficiencies and productivity…Without question, I would recommend Versoft to anyone seeking a consulting firm.”

“We originally had Verity in mind for our primary consultant but as we continued to work with Ben, we were impressed by his knowledge, attentiveness, and quality of work. We’d recommend Ben and the rest of the Versoft team as they proved to be a vital resource to our firm.”