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.
- 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
Find our company latest news and insights
21.09.2021
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09:09
The leading conversational platform specialized in financial services, Unblu and the award-winning core-to-digital solution suite provider New Access SA are pl (...)
02.09.2021
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16:09
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18.06.2021
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16:06
One of the few positive takeaways from the COVID-19 pandemic is the push for digitalization of the financial services, wealth management, and banking functions for the smooth and efficient orchest (...)
16.06.2021
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09:06
Apiax AG and New Access SA are pleased to announce their partnership, introducing Apiax’ regulatory compliance into New Access’ award-winning suite of digi (...)
15.06.2021
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09:06
New Access is a firm with Swiss roots, serving clients in 18 countries via offices in Switzerland (Geneva and Zurich), France, Singapore and Tunisia. We provide core-to-digital solutions for priva (...)
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
