Touchstone Wealth Management
Fund Manager Administration
Touchstone Wealth Management is totally dedicated to the supply of
software solutions and services for the Funds and Fiduciary
Administration industries.
Touchstone Fund Manager Administration is
based on the Microsoft Dynamics
NAV platform.
Fund Manager Administration from Touchstone Wealth Management
provides:
- Customer Relationship Management
- Dealing and Registration
- Client Administration
- Fund Accounting
- Task Management
- Time Recording
- Business Management Accounting
- Final Accounts Production
Why Microsoft Dynamics NAV?
- Incorporates proven technology together with robust and
comprehensive functional coverage
- Provides real-time, flexible systems, with full scalability to
allow removal of manual business processes and to cater for your
growing client portfolio
- Integrates with the Microsoft office suite of products
including Word, Excel, and Outlook
- Secure and integrated Web functionality to enable customers to
publish selected information and to instruct and receive details
from their clients/intermediaries
- Support integration to third party products and systems, such
as banking and investment management systems together with document
management solutions
- Incorporates tight control of users and permissions to ensure
secure, yet flexible access to your information
- Provides full system data logging and accounting audit
trails
- Enables flexibility of reporting through integrated Report
Writer or industry standard solutions
