Family Office

A Family Office selects NavOne

We are delighted to say that a London based family office with Private Equity industry connections has selected […]

Touchstone shortlisted as Fintech Vendor of the Year

The team here at Touchstone are delighted that we have been again shortlisted in the CityWealth Magic Circle […]

Touchstone sponsors STEP ASIA conference

The Touchstone team were out in force at the recent STEP Asia conference in Singapore. Michelle Devine and […]

All good things come to those who wait!

We were delighted to finally catch up with Regula (pictured along with Paul Crichton our Head of Sales) […]

New customer

Fiduciary services business of a multinational banking group selects Touchstone NavOne

We are delighted to advise that a large Swiss-based banking group has selected NavOne as its core solution for its […]

Touchstone sponsors European Bowling Championships

Touchstone is proud to be the main sponsor of the European Bowls Championships taking place between 24th and […]

Touchstone sponsors STEP BeNeLux conference

Touchstone is one of the main sponsors at this year’s STEP BeNeLux Conference taking place on 25th and […]

Major expansion across APAC region

Touchstone, the provider of choice for global wealth management administration and accounting systems, has opened an office in […]

New customer

Selecting the best fiduciary solution is not as difficult as you might think!

We are delighted to advise that a Geneva based fiduciary has selected NavOne as its solution for trust […]

CFMD

Touchstone Earns Certified For Microsoft Dynamics Accreditation

NavOne has met Microsoft’s highest standard for partner-developed software solutions, and is now the only complete wealth management […]

Touchstone Magic Circle 2017

Five Year Winner and Runner Up in the Technology Vendor of the Year Awards

We are delighted to say that Touchstone has been in the top two vendors in the CityWealth Magic […]

New customer

Dynamic Fiduciary and Fund business selects NavOne

We are delighted to say that a progressive fiduciary and fund business has selected NavOne to support its […]

New customer

New customer goes live in three time zones

Congratulations to our fiduciary customer who has rolled out NavOne to its staff today. The implementation is a […]

Flying the flag for Jersey Finance

We are very proud to be a key advertiser and supporter of the Jersey First for Finance publication […]

Multi-service fiduciary chooses NavOne

We are delighted to welcome a new member to the NavOne family, operating in Monaco, Hong Kong, Singapore […]

NavOne is a complete wealth management solution

Some of our customers require an all-in-one, comprehensive and technically advanced application for Trust, Fund and Private Equity […]

Touchstone works with the Jersey FSC

NavOne holds information on a variety of relationships with a client structure including Beneficial Owners and Controlling Persons. […]

New customer

Ambitious and dynamic fiduciary business selects NavOne

We are delighted to welcome a new member to the NavOne family. Operating a multi-service fiduciary, accounting and […]

Family Office

Award winning multi-family office selects NavOne

Following a very detailed and rigorous system selection process that resulted in NavOne being selected in preference to […]

Touchstone and Microsoft in Mauritius

Touchstone, the leading provider of global wealth management administration systems and consultancy services, specialising in Microsoft’s Dynamics NAV […]

Business consultant opportunity

This is an exciting opportunity where you could join a world-leading provider of Wealth Management Systems as a […]

Support escalation engineer

This is an exciting opportunity to join a world leading provider of Wealth Management Systems as a Support […]

Touchstone attends inaugural STEP Swiss conference

Touchstone, the leading provider of global wealth management administration systems and consultancy services, specialising in Microsoft’s Dynamics NAV […]

Touchstone represents Microsoft at major financial conference

Touchstone was recently sponsored by Microsoft to represent Microsoft Dynamics 365 and NavOne at the foremost strategic conference […]

Major expansion for Touchstone in APAC region

Touchstone has significantly expanded its Asia Pacific team following continued business development success around its Microsoft Dynamics NAV […]

New multi-family office group customer

Single and multi-family offices see NavOne as the most cost effective solution for the diverse needs of family […]

Powerful features in latest upgrade

NavOne has embedded MI because you can create graphs from any data in the application – zero IT […]

Every cloud has a silver lining

We are delighted that a customer has gone live on our full NavOne Cloud based solution for Wealth […]

New solution right on time

We are delighted that a customer has gone live on our Time Recording, Billing and Practice Management solution. […]

Another successful upgrade

We are delighted that this substantial customer has gone live with NavOne client administration and accounting across 5 […]

New customer

New NavOne Jersey customer

We are delighted to welcome a new NavOne customer. The large Jersey team use NavOne extensively for Practice […]

Better for businesses of all sizes

We are delighted to announce that a Mauritian financial services business has selected NavOne based on the benefits […]

5Series user decides NavOne is better

Choosing a Wealth Management software application is a big decision and one not to be made lightly. We […]

New family office NavOne customer

We are delighted to welcome a new member to the NavOne family. Our new Multi-Family Office customer will […]

Touchstone Client Services

Touchstone expands client services team

Following continued growth since the launch of NavOne in mid 2014, Touchstone is pleased to announce that it […]

New customer onboard

Sometimes our customers require a special solution to a particular problem. This prestigious customer, based in Guernsey, required […]

Touchstone shortlisted for Technology Vendor of the Year Award

We are thrilled to announce that Touchstone has been shortlisted in the CityWealth Magic Circle Awards for the […]

Flying the flag for Jersey Finance

We are very proud to be a key advertiser and supporter of the Jersey First for Finance publication, which has recently been published.

Touchstone appoints Paul Crichton in response to NavOne demand

Touchstone is proud to announce the appointment of Paul Crichton to Head of Sales. Touchstone announced the release […]

Practice makes perfect

We are pleased to announce that another firm of accountants has joined the NavOne Practice Management family. The […]

New NavOne customer onboard

Following multiple NavOne customer successes with NavOne for Yachting and Aviation functionality, we are delighted to welcome a […]

New wealth advisory customer

Sometimes the easiest solution to use is the best. We are delighted to confirm that a wealth advisory […]

Touchstone’s NavOne moves from strength to strength

Since its launch in May 2014, NavOne is fast becoming the system of choice for fiduciary companies around […]

Family Office

First for family offices

We are pleased to announce that a new customer has joined the NavOne family. The single family office […]

NavOne drives Touchstone expansion

Superior features, market expertise and trusted Microsoft platform are a winning combination. Since its launch in May 2014, […]

2015 Microsoft Dynamics ISV of the Year Finalist

TouchstoneCI, business technology system experts for the global wealth management sector has been selected as a finalist for […]

Touchstone is No.1

Touchstone is No.1 Microsoft Partner in the UK for Microsoft Dynamics NAV sales in 2014

Touchstone voted Technology Vendor of the Year 2015

Touchstone has been crowned Technology Vendor of the Year for the second year running at the prestigious 2015 […]

Flying the flag for Jersey Finance

We are very proud to be a key advertiser and supporter of the Jersey First for Finance publication, which has recently been published.

Touchstone shortlisted at 2015 City Wealth Magic Circle Awards

Touchstone has been shortlisted as Technology Vendor of the Year at the prestigious 2015 City Wealth Magic Circle […]

Meet Stephen Halston – Touchstone’s Bridge Champion

Stephen Halston has been with Touchstone for three-and-a-half years, working as a business consultant for us and competing as a bridge buff in his spare time. The Leicester University graduate has been living in Jersey since 1981 and, after the bridge column in The Telegraph peaked his interest, has been playing bridge for 26 years.

Wealth system experts sponsor at the inaugural STEP Global Congress

We’re pleased to announce that, in addition to sponsoring the STEP events in Zurich and Hong Kong this year, Touchstone will be one of the key sponsors at the STEP Global Congress event in Miami from 6-7th November at the Mandarin Oriental.

Greg bowls us over with Commonwealth Games success

Greg Davis, a business consultant at Touchstone and the first ever winner of our bursary programme seven years ago, has recently returned from the 2014 Commonwealth Games in Glasgow. The Jersey local has been working for Touchstone for the last four years since graduating from Southampton University, as well as captaining the Sun Bowls Club and representing the island in lawn bowls competitions nationally and internationally.

A system you already know

Peter Le Brocq, Touchstone Managing Director in Jersey, explains that years of listening to clients needs and understanding their challenges has led them to developing software and delivering training that makes everyone’s life a little easier.

Touchstone Sponsors STEP Zurich & Asia 2014

We’re pleased to announce that we are going to be one of the key sponsors at two upcoming STEP events taking place in Zurich and Hong Kong on 2 and 8-9 October respectively.

Technology Vendor of the Year 2014

We are delighted to announce that Touchstone was awarded ‘Technology Vendor of the year 2014’ at the CityWealth Magic Circle Awards held in London on 8th May. The annual event, which was held at The Grange Hotel in St Paul’s was attended by over 400 guests, representing the top firms across the wealth management industry.

New look for Touchstone

New look for Touchstone and re-brand of its Microsoft based wealth management system

Touchstone, one of the leading providers of wealth management administration systems, has a new corporate identity and has rebranded its Microsoft’s Dynamics NAV based system.

Touchstone sponsors STEP

The theme of this year’s STEP Swiss European Annual Conference is “Personal information: who can access it and […]

Touchstone sponsors FSC

Touchstone is delighted to be sponsoring a stand at this year’s FSC Annual Conference 2013 which is being […]

Magic Circle Awards

We recently announced that we were delighted to have been shortlisted as one of four technology vendors nominated at the Citywealth Magic Circle Awards 2013 in […]

FATCA – what we are doing

The Foreign Account Tax Compliant Act (FATCA) is now published in its final form and we are pleased […]

Citywealth Magic Circle Awards 2013 – Shortlist Announced

The shortlist for the Citywealth Magic Circle Awards 2013 was released recently and Touchstone has been shortlisted by […]

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