Core-to-digital solutions for Private Banking and Wealth Management
New Access provides a comprehensive and modular suite to efficiently run and digitize your business
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New Access provides an integrated and modular Core-to-Digital solution suite
Digitize and grow
your business with our New Access Banker's Front Digital Wealth Management CLM Platform
Analyze and optimize
your discretionary and advisory investment portfolios with our New Access Equalizer Portfolio Management System
Run & secure
your operations with our New Access Apsys Core Banking System
BANKER'S FRONT
Client Lifecycle Management System
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Digital CLM
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Workstation (360° client/asset)
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Complete CRM
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Onboarding & KYC
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Web & Mobile Client Portal
We support
Private Banks & Wealth Managers in their digital transformation
New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the Private Banking and Wealth Management industry.
Our Core-to-digital solution suite includes an advanced and comprehensive Wealth Management Core banking System, a Portfolio Management System (PMS) and a Digital Client Lifecycle Management (CLM).
Through our offer, we are proud to empower Private Banks, Wealth Managers, Advisors and Asset Managers towards their successful business growth.
Our mission is to support our customers in their transformation journey.
Our innovative, agile and flexible solutions allow them to always place their HWN clients at the center of both processes of investment decision-making and relationship management.
E-BANKING
Web & Mobile Client/EAM Portal
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Orders and payments
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Shared Data
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Secured communications
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Fully responsive design
APSYS
Core Banking System
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Compliance & regulatory
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Client Master File (option)
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Risk Management
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Multi-currency bank management and accounting
LOGICAL ACCESS
Electronic Document
Management System
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Automatic/Manual Archiving
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Process automation
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Advanced security controls
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Activity tracking
AWM
Activity Workflow Manager
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Personalized workspaces
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Standards Workflows (4EYES)
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BPM & Workflow management
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Alerts & Notifications
EQUALIZER
PMS
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Portfolio Management
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Alerts Engine
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Reporting Generation
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Order management & Rebalancing
CIM
Client Data Management System
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Master Client information
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Client view & Relationships
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Confidential data protection
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MIS Data Reporting
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Operating, monitoring, and application management
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Private Cloud
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Infrastructure management
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Dedicated Team
