Growing independent fiduciary, fund and corporate services provider chooses NavOne

Growing independent corporate, trust and fund services provider selects NavOne

We are pleased to announce another new client partnership with a leading EMEA-based fiduciary and corporate services provider who have been building their business portfolio through M&A and MBO over recent years.

The client was struggling to maintain efficiencies with its legacy platform and the support for it had become insufficient to meet the business’ evolving operational, support and scalability requirements. As a result, the management team initiated a systematic search for a new software platform. Following a rigorous selection process, Touchstone’s NavOne was adjudged to meet the functional and technical requirements for capability, support and scalability into the future.

Key requirements included an holistic platform for their operations with strong integrations for third party data suppliers, banking integrations and document management. Technical scalability was also a crucial decider for the business.

In total, the scope of work is for over 250 users across 8 jurisdictions and is a fantastic validation of Touchstone’s capabilities with respect to larger-scale, multi-site implementations.

We look forward to partnering with our new customer to deliver an operational and systems implementation to the highest possible standards to support their success and growth aspirations.

Click these links for more information on how NavOne supports and advances our customers’ capabilities.

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