Vertec Blog

Everything about CRM and ERP – the blog for project-oriented service providers

Urs Berli

28.04.2026

Online event for fiduciaries: Trustee services as a subscription

Recording Webinar for Fiduciaries: Fiduciary Services as a Subscription: Simply Calculate, Simply Bill

Marco Barthel

13.03.2026

AI in Vertec: the new LLM Client in Python 3

With the new LLM client in Python 3, attractive AI use cases are opening up in Vertec.

Dario Valenti

10.03.2026

Modern mandate management: a clear overview for higher productivity in your law firm

Vertec in use at law firms and fiduciaries: We explain the benefits of efficient mandate management for higher productivity.

Hans Jakob Becker

05.03.2026

Update capability and adaptability in Vertec: a technical area of tension

Vertec preserves individual customizations even across updates — but this protection requires a conscious approach to customization to ensure long-term benefit from product innovation.

Claudio Pietra

04.03.2026

30 years as a software entrepreneur

What I've learned in 30 years as a software entrepreneur.

Claudio Pietra

03.02.2026

New in Vertec: Sealing accounting documents

Certain accounting documents are subject to special requirements regarding retention and proof requirements. Vertec offers a practical solution.

Marco Barthel

26.01.2026

Vertec and AI – Finding Opportunities in the Right Areas

Outlook on the AI Know-how Management module and the Vertec MCP server.

Urs Berli

25.11.2025

Online Event Fiduciaries: From Hanging Files to Business Software: Digitization Made Easy

Recording of online event for trustees: From hanging files to business software: digitization made easy

Urs Berli

18.11.2025

The 2025 User Conference – A Day of Insights, Inspiration and Excitement

Highlights of the Vertec User Conference 2025: exciting bring forward, unique insights into upcoming developments and valuable networking. An afternoon full of impressions – we look back.

Tobias Wielki

07.10.2025

KYC and Compliance Checks Made Easy in Vertec

Vertec enables you to conduct KYC and compliance audits digitally, securely and efficiently. Structured processes ensure transparent and audit-proof mandate opening.

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