Private Equity
Touchstone Wealth Management delivers trusted solutions that help
Wealth Management businesses address administration challenges.
By making processes more efficient and exploring new ways to
service customers, we can help you build and sustain competitive
advantage.
We achieve this by:
- Streamlining financial management to control
costs and boost efficiency
- Centralising customer information to enhance
visibility, enable cross-selling and strengthen relationships
- Developing reporting systems for compliance,
regulatory control and performance management including KPI and
automated alerts
- Tightening integration of systems and processes
for consistency across multiple customer service channels
- Using document management to manage collateral
and customer documentation for compliance
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.