VestServe

VestServe' Investment Management System (IMS) is a fully integrated investment management and accounting solution. In practice that means recording transactions, reconciling banks and producing financial statements.

The natural audience is small businesses and their accountants. Alongside the main category they mention Accounting, Financial Services and Outsourcing. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

VestServe is based in Waltham, Massachusetts and founded in 2001. Their site is vestserve.com.

Our checklist for this category: bank feeds, multi-entity support, and accountant access. Ask for a trial on your own data, not a canned demo.

If you have worked with VestServe, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.