NavOne / Quantios Core — Jersey Specialists

Quantios Core runs on
Business Central.
Most firms don't use both.

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 Stack

600+ Firms running modules Yitron designed

20× KYC screening speed improvement

2004 Working with this platform stack since

The Platform

Three layers.
Most firms know one.

NavOne 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.

Your business processes

Trust & Fund Administration Operations

Client structures, entity management, fee processing, investor reporting, statutory compliance — the daily operational layer your teams work in.

Quantios Core / NavOne

Trust Administration Platform

Purpose-built workflows for TCSP firms: client and entity records, billing, compliance tracking, statutory reporting templates.

Yitron expertise

Foundation — Microsoft Business Central

Full ERP Platform

Finance, approval workflows, document management, Power BI, REST APIs, AL extensibility. Available to every Quantios Core firm — rarely used.

Yitron expertise

Most 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.

What We Unlock

BC capabilities your
Quantios Core system
already has.

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.

Approval Workflows

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.

Replaces email-based approval chains that leave no audit trail. Processing time cut. Approvals tracked end to end.

Power BI on Live Data

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.

Finance Director reporting without the weekend preparation. Single source combining operational and financial data.

Document Management

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.

Client files complete and auditable. No manual document routing or filing backlogs.

Third-Party Integrations

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.

Reliable, monitored data flows. No manual re-keying between systems.

Bespoke AL Extensions

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.

Extensions that survive every BC and Quantios Core upgrade — built correctly, not as modifications to base code.

Version Awareness

Quantios Core versions
and BC compatibility.

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 →

⚠

Never upgrade BC without checking Quantios Core compatibility first

Quantios Core releases are tied to specific BC version ranges. Moving BC outside that range — even to a newer version — can cause Quantios Core functionality to fail in ways that are not always immediately visible.

⚠

Quantios Core updates can affect BC customisations

When Quantios Core releases a new version, it may update underlying BC objects. Custom AL extensions that interact with those objects need retesting and potentially recompiling after every Quantios Core update.

ⓘ

Yitron tests against both layers before any production change

Every engagement involving BC or Quantios Core changes includes explicit regression testing across both platforms — not just the layer being directly modified.

In Practice

20× KYC screening speed

Compliance screening time cut from hours to minutes. Daily screening cycles enabled where only weekly had been possible.

Case Study — Jersey Trust & Wealth Management

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.

All Case Studies →

Quantios Core runs on Business Central. Most firms don't use both.

Three layers.Most firms know one.