Hosted Services

We believe the only way to achieve a successful installation is to approach each client as a business partner. Once the installation is complete we assign a qualified services representative to provide the contracted services. Account relationship support is provided through our sales department. The account relationship management individual meets with clients on site twice annually and quarterly via conference call. More frequent contact may be necessary depending on activity within the account.

Our ongoing support staff is made up of accountants and CPAs. This group of individuals has worked for some of the industry’s largest financial outsourcing organizations. Couple these credentials with VestServe’ powerful IMS portfolio management and accounting application, and the end result is a winning combination.