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

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


Client Lifecycle Management System

  • Digital CLM 

  • Workstation (360° client/asset)

  • Complete CRM

  • Onboarding & KYC

  • 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.

Web & Mobile Client/EAM Portal

  • Orders and payments

  • Shared Data

  • Secured communications

  • Fully responsive design

Core Banking System

  • Compliance & regulatory

  • Client Master File (option)

  • Risk Management

  • Multi-currency bank management and accounting

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Electronic Document
Management System

  • Automatic/Manual Archiving

  • Process automation

  • Advanced security controls

  • Activity tracking

Activity Workflow Manager

  • Personalized workspaces

  • Standards Workflows (4EYES)

  • BPM & Workflow management

  • Alerts & Notifications

  • Portfolio Management

  • Alerts Engine

  • Reporting Generation

  • Order management & Rebalancing

Client Data Management System

  • Master Client information

  • Client view & Relationships

  • Confidential data protection

  • MIS Data Reporting

  • Operating, monitoring, and application management

  • Private Cloud

  • Infrastructure management

  • Dedicated Team