NavOne / Quantios Core Core — Jersey Specialist
Deep knowledge of NavOne and Quantios Core from first principles — combined with full Business Central expertise underneath. The combination that unlocks what your administration platform was always capable of delivering.
Discuss Your Situation The Platform StackNavOne and Quantios Core are purpose-built for trust and fund administration. But they sit on top of Microsoft Business Central — a full ERP platform with approval workflows, document management, Power BI integration, and a complete API layer.
Most firms in Jersey use the Quantios Core layer for their daily operations and treat BC as invisible plumbing. The result is a platform paying for capabilities that are never used — and business problems that BC could solve being addressed manually instead.
Yitron knows all three layers. That is the combination that makes the difference.
Client structures, entity management, fee processing, investor reporting, statutory compliance — the daily operational layer your teams work in.
Purpose-built workflows for TCSP firms: client and entity records, billing, compliance tracking, statutory reporting templates.
Yitron expertiseFinance, approval workflows, document management, Power BI, REST APIs, AL extensibility. Available to every Quantios Core firm — rarely used.
Yitron expertiseMost NavOne/Quantios Core support teams know the middle layer only. Most BC partners have never seen a Quantios Core installation. Yitron works across all three.
These are not add-ons or upgrades. They are features of the Business Central platform your Quantios Core licence already sits on. They are simply not surfaced by default — and activating them requires someone who understands both layers.
BC's built-in approval engine can automate payment authorisation, expense sign-off, purchase order approval, and document release — without any Quantios Core-specific development. Thresholds, multi-level chains, and delegation rules configured to your actual processes.
Power BI connects directly to BC's data layer — which includes the financial data underlying your Quantios Core operations. Management pack production without manual Excel consolidation. Real-time dashboards alongside Quantios Core operational metrics.
BC integrates with SharePoint for automated document storage — client correspondence, statutory documents, approval records — filed automatically against the correct records with retention policies and access controls applied at source.
BC exposes a standard REST API. External systems — banking feeds, regulatory portals, custody platforms, KYC providers — can exchange data with your Quantios Core environment through BC's integration layer. Built by someone who knows the NavOne data model from first principles.
Where standard BC or Quantios Core functionality does not cover a requirement, AL extensions fill the gap — custom fee calculation logic, bespoke statutory report layouts, compliance screening hooks, entity relationship structures beyond BC's standard contact model.
Quantios Core version compatibility with the underlying Business Central version is non-trivial. An uncoordinated BC upgrade can break the administration platform your business depends on daily.
Yitron plans BC upgrades with Quantios Core compatibility as a primary constraint — not an afterthought. Every upgrade engagement includes explicit Quantios Core/NavOne compatibility validation before a single change is made to the production environment.
BC Upgrade Detail →Compliance screening time cut from hours to minutes. Daily screening cycles enabled where only weekly had been possible.
A Jersey trust and wealth management firm running TWMS — the predecessor to NavOne — with a KYC screening process that matched client names against sanctions and PEP lists sequentially. Full screening runs took several hours, constraining how frequently screening could be performed.
Phonetic matching algorithms and SQL CLR extensions were implemented to handle name variations, transliterations, and partial matches — dramatically reducing false positives while cutting processing time by 20×. Full screening runs moved from weekly to daily cycles, materially improving the firm's compliance posture without adding headcount.
A 30-minute call is enough to understand what your platform is and is not currently delivering — and what closing that gap would involve.
Book a Discovery Callenquiry@yitron.co.uk +44 7829 800454 Jersey, Channel Islands