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About this Product
Custom app development, data conversions, integrations, automation:
- Build automation, custom reports & apps, & API integrations
- Data warehousing, data conversion, custom integration
- U.S.-based developers fluent in all major coding languages
About Versoft, Inc.
Versoft Consulting is a boutique investment technology and business process consulting firm that takes a vendor-agnostic approach to working with RIAs, Wealth Managers, Asset Managers, Family Offices, and more. The number of vendors, platforms, and solutions designed for the financial services industry has increased exponentially over the last 10 years. It’s our goal to help clients navigate the entire process from evaluation and selection to implementation and support so they make the best decisions for their business. Our services include: Software Consulting; Implementations; Conversions; User Training; Project Management; Technology and Operational changes due to Mergers & Acquisitions (M&A) and Spinoffs; Vendor Evaluation & Selection; Custom Application Development; and Reporting. Additionally, we offer Outsourced CTO services in special circumstances.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.