Touchstone Wealth Management
Testimonials
“The challenges set by our organisation could only be met by
vendor partners willing to commit themselves fully to the job.
Touchstone Wealth Management did that and made a full contribution
towards the achievement of our goals.”
Richard J Guillaume, Managing Director, Leumi
Overseas Trust Corporation Limited
“The system is seen as a flexible tool which enables
our Fiduciary Services business to increase productivity, directly
and indirectly reduce our cost base, and carry out effective risk
management over our fiduciary processes. Touchstone Wealth
Management Solutions provide us with a real opportunity to achieve
straight-through processing from client management through trust
and company case management.”
“Despite the tight timetable for implementation, which involved
all areas of our business, the company’s commitment and attention
to detail enabled us to meet our deadline. The system will
facilitate the improved monitoring of our procedures and controls
leading to the enhancement of our service to clients.”
“We have been delighted by the impact that the introduction of
the system has had on our overall practice management. It has
transformed the efficiency of our time recording, billing and
internal accounting functions, enabling timely and appropriate
reporting and providing us with an effective means to manage the
financial affairs of the practice.”
