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Wealth Management

Private Equity


In a highly competitive industry, attracting business and delivering value requires excellent business support. Touchstone has harnessed the power of Microsoft Dynamics CRM to deliver a solution tailored specifically for the sector, increasing performance-levels and empowering staff.

The solution provides:

  • Excellent deal flow capabilities
  • Comprehensive activity tracking
  • Investor relations and fundraising management 
  • Single view of engagement
  • Access via Outlook for ease of use
  • Automation of report packs

Often replaces: Access databases, Legacy CRM systems and multiple spreadsheets

Click here for more information on Microsoft Dynamics CRM for Private Equity