TrustQuay NavOne

TrustQuay NavOne is the unique Trust, Fund and Corporate Services system developed by TrustQuay and powered by Microsoft’s business software platform – Dynamics Business Central.

Used by small to large organisations operating across sectors in over 30 jurisdictions, TrustQuay NavOne increases operational efficiencies and reduces administration costs.  When you choose NavOne you gain much more than a software system.

TrustQuay NavOne is an enterprise-wide system that supports your business today and grows with you as you expand. Not just a modular system, it has been designed with integration at the forefront to deliver a unified experience across organisations.

Digitalisation

Enabling your front-to-back office digital transformation

As the market moves, so do you: we continually update our technology and integration platform to enable the latest functionality

Innovate first, innovate fast - with our API-led architecture, we can support virtually any requirement

Client focused 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

Provide efficient and informed service based around a comprehensive suite of digital tools

Stay on top of your regulatory obligations

Easy navigation means all your client and enterprise data is only a click away

Our long experience of the regulatory environment means that implementation of global and local requirements is efficient and painless

FATCA, CRS and MDR regulatory requirements included in main package as standard

Streamline and reduce operational costs

Scaleable system for your business offers you the opportunity to grow your business

Designed to operate at the core of your operational requirements and processes, driving the entire journey

Focus on required next steps allows you to streamline both day to day and exception processes

Powerful yet simple to use

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

Rich functionality supports front-to-back office processes and information sharing

Key Features

With NavOne you will enjoy a great user experience, driven by the latest technology tailored to the needs of your business. Here are some of the key features that will be found with the NavOne system

Customised Role Centers

Compliance monitoring

Document production and structured filing

Advanced workflow management

Portfolio and asset management

Notifications where urgent action is required

Microsoft Office integration

Automated fee calculation

Automated Payments

Risk management

Quick entry multi-currency accounting

Profitability monitoring