Touchstone, one of the leading providers of wealth management administration systems, now has a new corporate identity and has re-launched its Microsoft’s Dynamics NAV based system to NavOne.

The company has launched a new, more modern identity, and re-branded its TrustDynamics and FundDynamics systems to ‘NavOne’ following many enhancements over the past year to its system, which is built on the latest version of the Microsoft Dynamics NAV2013 R2 platform.

“We are delighted to be launching NavOne.  We believe this is a world-leading wealth management system powered by the latest version of Microsoft’s leading business software platform – Microsoft Dynamics NAV2013,” said Peter Le Brocq, Managing Director of Touchstone’s Wealth Management division.

Used by small to large trust and fund administration companies, family offices and specialist practice management firms across 20 global jurisdictions, NavOne enables the business to increase operational efficiencies and reduces administration costs.

“When businesses choose NavOne they gain much more than a software system. They join a community of wealth management and IT professionals who are committed to improving standards and operating practices across the industry,” added Mr Le Brocq.

Jane McBrearty, Business Development Director at Touchstone, said: “NavOne really does take our software to a new level. The new role tailored user interface is intuitive and familiar, being based on Microsoft design principles.  

We have always designed our system with the aim of helping our clients run their business operations more effectively. Our consultants have many years’ experience within the finance industry, so we understand the business, regulatory and technological trends that impact operations. We believe that the release of NavOne will bring significant benefits to new and existing clients.”  

Adrian Akers, Technical Services Director at Touchstone, said: “Working closely with clients over the years to identify emerging trends and business requirements has enabled us to continuously develop NavOne to ensure it meets the current and evolving needs of our clients”, he said.

“With NavOne, clients will enjoy a great user experience, driven by the latest technology tailored to their exact needs,” added Mr Akers.  

Touchstone’s NavOne system was recently launched to existing and new clients at The Grand Hotel in Jersey. Over 100 industry practitioners attended the launch event to watch the system demo and also to listen to Guest speaker Phil Newman, NAV Channel Manager from Microsoft Dynamics NAV, as he shared details about the Microsoft Dynamics roadmap, the continued evolution of NAV, and the importance of the NAV platform within Microsoft Dynamics. 

“Microsoft is delighted to support the release of NavOne, this system expertly brings together the platform of Dynamics NAV 2013R2 with the vertical expertise of our leading wealth management partner, Touchstone," said Mr Newman.

This launch also comes at a positive time for the company as Touchstone was voted ‘Technology Vendor of the year’ at the Citywealth Magic Circle Awards 2014 held in London on 8th May. The awards were voted on by industry peers as well as a panel of judges made up of industry practitioners.

Touchstone is a Microsoft Gold Partner, with competencies in Enterprise Resource Planning and Customer Relationship Management. The relationship with Microsoft means that Touchstone 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.

With offices in in Jersey, the Channel Islands, and Sydney, Australia, Touchstone is the wealth management division, and a wholly owned subsidiary of the Touchstone Group, one of the largest suppliers of business software and consultancy services to mid-sized organisations.