Touchstone's Wealth Management Division is a wholly owned subsidiary of the Touchstone Group, one of the largest suppliers of business software and consultancy services to mid-sized UK organisations.
Touchstone Wealth Management is based in Jersey and has an Australian office in Sydney. Altogether, we are a team of 40 business, technical and training personnel, specialising in one vertical market: wealth management.
Our TrustDynamics® and FundDynamics® software solutions were first created in Jersey in 1997 and since then have been continuously developed into a proven “standard package” using Microsoft Dynamics NAV as the core underlying software platform.
Decades of use in the wealth management industry have proven that TrustDynamics® and FundDynamics® are ideal for the fiduciary and fund administration sectors.
Touchstone is a Microsoft Gold Partner, with competencies in Enterprise Resource Planning and Customer Relationship Management. Our relationship with Microsoft means that our clients benefit from the highest level of innovation and a deep understanding of the Microsoft roadmap, as well as the support of Microsoft’s considerable Research & Development commitment to future-proof technology.
TrustDynamics® and FundDynamics® are completely scalable solutions making them an excellent choice whatever the size of your trust or fund administration business. We work with companies that have as few as 10 users all the way up to businesses with 200 or more worldwide users with multi-jurisdictional communications requirements.
It doesn’t matter where you are based, our project teams have a proven track record of implementing TrustDynamics® and FundDynamics® in locations across the world.
TrustDynamics®
What makes TrustDynamics® the world’s leading trust and company administration system?
TrustDynamics® transforms the way you do business
True competitive advantage lies in your fiduciary company’s ability to identify, process and react to critical information upon which you can make informed and confident decisions that drive successful outcomes, increase productivity, reduce cost and improve profitability.
With TrustDynamics® you know that your business analysis and decisions are based upon the strongest possible foundations. Years of meticulous development using core Microsoft Dynamics NAV technology have resulted in the realisation of the world’s most advanced trust and company administration system.
TrustDynamics® is tried, tested and trusted
Tried, tested and trusted by our clients, TrustDynamics® is a comprehensive suite of integrated applications designed specifically for trust & company administrators. Core system modules, with additional functionality available on a modular basis, allow you to implement the functionality you need and then expand the system as your business needs dictate.
TrustDynamics® has evolved over years of successful implementations and data migrations into the market leading system that it is today. Users benefit from proven methodologies, solutions rich in functionality and a comprehensive suite of integrated modules designed exclusively for the wealth management sector
FundDynamics®
What makes FundDynamics® the world’s leading fund administration system?
FundDynamics® transform the way you do business
True competitive advantage lies in your company’s ability to identify, process and react to critical information upon which you can make informed and confident decisions that drive successful outcomes, increase productivity, reduce cost and improve profitability.
With FundDynamics® you know that your business analysis and decisions are based upon the strongest possible foundations. Years of meticulous development using core Microsoft Dynamics technology have resulted in the realisation of the world’s most advanced fund administration system.
FundDynamics® is tried, tested and trusted
Tried, tested and trusted by our clients, FundDynamics® is a comprehensive suite of integrated applications designed specifically for partnership and retail fund administrators. Core system modules, with additional functionality available on a modular basis, allow you to implement the functionality you need and then expand the system as your business needs dictate.
FundDynamics® has evolved over years of successful implementations and data migrations into the market leading system that it is today. Users will benefit from proven methodologies, solutions rich in functionality and a comprehensive suite of integrated modules designed exclusively for the fund administration sector.
Microsoft Dynamics NAV
As our platform, Microsoft Dynamics NAV is the core technology upon which TrustDynamics® and FundDynamics® are built. This is important because Microsoft’s annual research and development budget for its business solutions portfolio is USD 1 billion which means you benefit from unrivalled investment in future-proof technology.
Microsoft Dynamics NAV is fully integrated with the Microsoft Office suite of products, including Word, Excel and Outlook. Familiarity with the software means your colleagues can build on the knowledge they already have, ensuring less training and development time and a quicker return on your investment.
Servicing clients in: Australia • Bahamas • Bermuda • Cayman • Gibraltar • Guernsey • Hong Kong • Isle of Man • Jersey • Liechtenstein • London • Luxembourg • Mauritius • Monaco • Netherlands • Papua New Guinea • Singapore • Switzerland
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