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The world-leading wealth management system experts

Touchstone is the provider of choice for global wealth management administration systems and consultancy services, specialising in Microsoft’s Dynamics NAV technology.

NavOne is the world-leading wealth management system, delivered by Touchstone and powered by the latest version of Microsoft’s leading business software platform – Dynamics NAV2015. Used by small to large trust and fund administration companies, family offices and specialist practice management firms across 24 global jurisdictions, NavOne increases operational efficiencies and reduces administration costs.

NavOne is an enterprise-wide system that supports your business today and grows with you as you expand. Simply start with the modules you need, and add more as your business expands and diversifies.


Australia • Bahamas • Bermuda • Cayman • Cyprus • Gibraltar • Guernsey • Hong Kong • Ireland • Isle of Man • Japan • Jersey • Liechtenstein • Luxembourg • Malaysia • Malta • Mauritius • Monaco • Netherlands • Papua New Guinea • United Kingdom • Singapore • Switzerland • New Zealand

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For family office, trusts, fund administration & practice management

Seamless
Integration

Reduced Operation
Costs

Better Service
Delivery

Supported Business
Growth

Simply a better system


  • Deliver better service

  • Manage every aspect of your client relationships and investment portfolios, even for the most complex structures.
  • See a ‘single source of truth’ for all your client and enterprise data, so you can always find the information you need.
  • Regular updates released every year, so you stay current with the latest wealth management best practices.


  • Work the way you
    want to

  • Customisable user interface, so you can tailor it to reflect your own business processes, terminology and branding.
  • Powerful workflow features let you create data flows and approval processes that speed up the pace of your business.


  • Streamline and reduce
    operational costs

  • One complete system for your entire business means you spend less on IT as you have just one software supplier who understands your business.
  • Helps streamline your business processes, so your experts don’t waste time chasing up information or re-keying data into different systems.



  • Stay on top of your
    regulatory obligations

  • Easy navigation means all your client and enterprise data is only a click away.
  • Our experienced consultants understand the regulatory environment and implement upgrades accordingly.


  • Transition smoothly with
    seamless integration

  • Our consultants are expert in planning and conducting migrations from legacy systems to NavOne.
  • Our implementation methodology and data migration tools ensure a fast and trouble-free switch over – whatever your current system.
  • Our wide range of training options means we can deliver the right mix of training for your users.
  • Your users will instantly feel at home with NavOne, thanks to its familiar Microsoft interface.


  • Access the latest
    industry insights

  • We work closely with the wealth management industry to develop new features that improve business management and ease regulatory compliance.
  • Customisations requested by one client can be incorporated into the next version of NavOne, so all clients can benefit.
  • Regular training and user forum events are held which give you the chance to meet other NavOne customers from around the world.



  • Stand out from
    the crowd

  • Provide efficient and informed service.
  • Respond faster to client enquiries.
  • Deliver a broader range of services to meet the complex needs of all your clients.


  • Grow your business
    and monitor progress

  • Scales with you as you expand your client base, introduce new services and manage a broader range of assets.
  • Deliver key management information at a click of a button.


  • Gain peace of mind
    in your investment

  • Powered by the latest Microsoft Dynamics NAV platform, means you benefit from the unrivalled combination of Touchstone’s industry expertise and Microsoft’s billion-dollar investment in ensuring its technology remains future-proof.

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  • Socialise with us

Connect with Touchstone on multiple social media platforms, click on the links here or Tweet @touchstoneOne with our live Twitter feed.


What Our Clients Say

  • We decided in 2010 that Touchstone’s strategy for a core business solution in NavOne would benefit our own operations and upgraded to the NavOne core platform…we are now part of growing group of organisations who all use the same product – NavOne.

  • The challenges set by our organisation could only be met by vendor partners willing to commit themselves fully to the job. Touchstone did that and made a full contribution towards the achievement of our goals.

  • Despite the tight timetable for implementation, which involved all areas of the business, Touchstone’s commitment and attention to detail enabled us to meet our deadline.

  • We have been very pleased with the transition to NavOne and are looking forward to a long partnership with Touchstone. The whole Touchstone team has made us feel like a valued client.