Core-to-digital solutions for Private Banking & Wealth Management

New Access provides a comprehensive and modular suite to efficiently run and digitize your business

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Who we are

We help 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 HNW clients at the center of both processes of investment decision-making and relationship management.

New Access Awards
  • Client Lifecycle Management (CLM)
  • Workstation (360° client/asset view)
  • Customer Relationship and Prospect Management (CRM)
  • Onboarding & KYC
  • Client interactions with Web & Mobile Client Portal
  • Portfolio Management
  • Performance calculation engine and analysis
  • Alerts engine
  • Reporting Generation
  • Order Management and Rebalancing
  • Multi-currency bank management and accounting
  • Compliance & regulatory
  • Order Management & payments
  • Client Information Management (New Access CIM)
  • Document Management (Logical Access EDMS)

Why new access

New Access provides an integrated and modular Core-to-Digital solution suite

Digitize and grow

your business with our New Access 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

Latest news

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Our clients

More than 55 clients, from renowned Private Banks to International Asset Managers, run their operations with our solutions. We daily provide and support half of them with our dedicated application Managed Services

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