Touchstone Wealth Management
The Microsoft Dynamics solution for Trust, Fund & Private
Equity Administration
Touchstone Wealth Management is dedicated to the supply of
software and services to businesses involved in offshore fiduciary
management and funds administration. Its products suite
encompasses solutions for Fund
Manager, Private
Equity, and Fiduciary
(Trust & Company) administration. These
products are built on the award-winning Microsoft Dynamics NAV
application platform from Microsoft Business Solutions.
Why Microsoft Dynamics NAV?
- Integrates with the Microsoft Office suite of
products including Word, Excel and Outlook
- Provides real-time, flexible systems, with full
scalability to allow removal of manual business processes and to
cater for your growing client portfolio
- Supports integration to third party products and
systems, such as banking and investment management systems together
with document management solutions
- Secure and integrated Web functionality to
enable customers to publish selected information and to instruct
and receive details from their clients/intermediaries
- Provides full system data logging and accounting
audit trails
- Enables flexibility of reporting through
integrated Report Writer or industry standard solutions
Touchstone Wealth Management Services
Touchstone Wealth Management has a highly
qualified and experienced team of consultants. Our consultants are
able to provide Business Analysis, Technical Advice and
Development, Project Management and Training consultancy through
each phase of your project, from Design and Planning to
Implementation, Training and Support. Our proven
methodologies ensure that the project will be completed on time and
within budget.
Our consultants include Finance Industry
professionals, Project Managers and Microsoft Certified
Developers. Our Technical Consultants are qualified and
licensed under Microsoft Dynamics™ certification requirements.
We have more than 90 man-years experience of
delivering solutions designed to meet the needs of the Wealth
Management industry and have worked closely with leading providers
of funds and fiduciary services. We have clients represented in 13
jurisdictions from the Caribbean Basin to the Far East.
Clients of Touchstone Wealth Management
include: Barclays Wealth, Société Générale
Group, EFG Offshore Group and
Standard Bank.
Touchstone Wealth Management has office
locations in the Channel Islands and in Australia -their contact
details are below:
Jersey
Commercial House
Commercial Street
St Helier
Jersey JE2 3RU
T. +44 (0)1534 818900
F. +44 (0)1534 630400
E: info@touchstone.je
Australia
Level 57
MLC Centre
19-29 Martin Place
Sydney NSW 2000
T: +61 (2) 9238 6653
F: +61 (2) 9238 6655
E: brian.carrel@touchstone-apac.com
