Struggling to communicate your business processes throughout your organisation?
Workflow within NavOne® allows for easy communication between teammates, even if they are in different jurisdictions and have never met.
NavOne® is the world-leading wealth management system, delivered by Touchstone and powered by the latest version of Microsoft’s leading business software platform – Dynamics NAV. Used by small to large trust and fund administration companies, family offices and professional advisory firms in over 25 global jurisdictions, NavOne® increases operational efficiencies and reduces administration costs.
In summary, workflow provides the following benefits to wealth management companies:
- Improved control
- Flexibility and the ability to react
- Better efficiency
- Better client relationships and improvement of service
- Business process focus
Download our workflow white paper and find out more in relation to the benefits of using workflow within your business.
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