News

UK domestic fiduciary achieves new efficiencies with NavOne

We are delighted to confirm that our client, one of our longest standing relationships, and a provider of specialised international financial services has successfully migrated a substantial part of their UK based business to the latest version of NavOne.

The project involved migration of client data to NavOne from the legacy systems including a range of incumbent interfaces with respective banks and custodians, and represents part of an overall Group business plan to upgrade existing business to NavOne.

Despite being presented with challenging deadlines, changes to banking and custody providers, a customer office move and a strict time frame to complete the project, it was achieved on time, in no small part due to our tried and tested methodologies and toolkits for Data Migration, and Implementation services.

NavOne is the tried, tested and trusted solution for Trust & Fund Administration and Accounting in the Wealth Management Systems market. Contact us to find out more.

 

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