NavOne for Fiduciaries

Trusts, Foundations, Wills, Estates, Companies & Partnerships administration and accounting

  • Complete Client Trust, Foundation and Company Management & Accounting
  • Paper, Fax and Electronic Payments
  • CDD & KYC data, Compliance Questionnaires and Risk Assessments
  • FATCA/CRS/AEI compliance & reporting
  • Powerful multi-matter time, fees & billing
  • Comprehensive Practice Accounting
  • Integral process management with workflows and business rules
  • Intermediaries, prospects and sales pipeline management
  • Multi-devices including tablets and phones
  • Cloud integration with Office 365 and Cloud deployment
  • Client Portal for Beneficiaries and other Interested Parties
  • Self Service Reporting and Business Intelligence with integral PowerBI




NavOne features

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