Trust, Estate & Company Administration
Touchstone Wealth Management is totally dedicated to the supply of
software solutions and services for the Trust, Estate & Company
Administration industries.
Touchstone Wealth Management is based on the
Microsoft Dynamics NAV
platform.
Trust and Company Administration from Touchstone Wealth
management provides:
- Client Relationship Management
- Risk and Compliance
- Client Administration
- Client Accounting
- Final Accounts Production
- Task Management
- Time Recording and Billing
- Practice Management Accounting
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.