Products & Services for Wealth Management
Microsoft Dynamics for Wealth Managment
Touchstone Wealth Mangement products are all built on Microsoft Dynamics NAV.
Why Microsoft Dynamics NAV?
- Integrates with the Microsoft Office suite of
products including Word, Excel and Outlook
- Provides real-time, flexible systems, with full
scalability to allow removal of manual business processes and to
cater for your growing client portfolio
- Supports integration to third party products and
systems, such as banking and investment management systems together
with document management solutions
- Secure and integrated Web functionality to
enable customers to publish selected information and to instruct
and receive details from their clients/intermediaries
- Provides full system data logging and accounting
audit trails
- Enables flexibility of reporting through
integrated Report Writer or industry standard solutions
Touchstone Wealth Management Services
Touchstone Wealth Management has a highly
qualified and experienced team of consultants. Our consultants are
able to provide Business Analysis, Technical Advice and
Development, Project Management and Training consultancy through
each phase of your project, from Design and Planning to
Implementation, Training and Support. Our proven
methodologies ensure that the project will be completed on time and
within budget.
Our consultants include Finance Industry
professionals, Project Managers and Microsoft Certified
Developers. Our Technical Consultants are qualified and
licensed under Microsoft Dynamics™ certification requirements.