Call Us:
0800 0345 424
 

Wealth Management

Related Resources

More free resources

Join our Resource Centre for free access to a wealth of relevant industry articles.

Resource Centre

Your membership entitles you to more free documents in the Resource Centre.

Wealth Management Industry Sectors

Touchstone Wealth Management built on Microsoft Dynamics NAV


The Wealth Management industry is changing rapidly. With ever-increasing sophistication in requirements from clients and the constantly changing regulatory environment, you need robust, flexible and future proof solutions that can be integrated across your entire business. Continual introduction of new legislation and close regulation creates demand for greater transparency, more effective risk management strategies and compliance capability.

Touchstone Wealth Management offers flexible and functionally rich solutions, to meet specific business needs that can be easily tailored as business requirements change. These solutions will include processes that will retain control and improve accessibility. To fulfil these needs information must be accurate, relevant, secure and instant.

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