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Wealth Management

Wealth Management

Microsoft Dynamics NAV solutions for Wealth Management


Touchstone Wealth Management is a comprehensive suite of integrated applications offering flexible and functionally rich solutions that can be easily tailored to suit your business requirements and changing needs. These solutions include processes that will retain control and improve accessibility within your business.

Touchstone Wealth Management offers the people, partnership and solutions to ensure effective implementation, training and support for integrated business solutions to the Wealth Management industry.

We provide solutions for Trust, Estate and Company Administration, Fund Administration, and Private Equity Administration.

We have more than 90 man years experience of delivering solutions designed to meet the needs of the Wealth Management industry and have worked closely with leading providers of funds and fiduciary services. We have clients represented in 13 jurisdictions from the Caribbean Basin to the Far East.