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E-BANKING

Web & Mobile Client & EAM Portal

An integrated Web & Mobile e-Banking Platform for consulting and managing portfolio, secured chat and document sharing

E-BANKING

by New Access

New Access E-BANKING solution is an integrated Web & Mobile Client & EAM Portal for consulting and managing portfolio.

Its fully responsive design allows you to seamlessly interact with your HNW Clients or EAMs (External Asset Managers).

Easily customize your interface to your needs with your own branding and visual identity. Benefit from a multi-language

New Access E-BANKING makes portfolio consulting and ordering accessible by external users such as final clients, and EAM.

With E-BANKING, offer the best interaction with your final client through multi language secured messaging module. Finally, receive and share documents & investment proposal from an intuitive and user-friendly interface.

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MAIN FUNCTIONALITIES

  • Portfolio General Overview

    • Client Portfolios overview

    • Consolidated portfolios overview (at client level or at group of client level)

    • Fully customizable view (asset allocation, currency breakdown, market value)

  • Portfolio Performance
    • Portfolio performance analysis
    • Customizable performance indicators (volatility, cash-in, cash-out, P&L, ...)
    • Performance overview for all users
  • Positions & Movements
    • Global view of positions by asset class and/or by currency
    • Detailed view of position, security, and other custom. information
    • Transactions operational details
    • Movements & latest transaction records
  • ​Order Management & Payments

    • Transactional interface

    • Place orders (Security, Forex, cash, options, futures,...)

    • Transfers (cash) & Payments overview

    • Transactions status

  • EAM Features

    • Client consolidated asset view

    • Portfolio Split asset view

    • Global orders

    • Position search

    • Consolidated on-demand reporting

  • Documents / E-signature

    • Download data in PDF format

    • XLS or CSV format extraction

    • Banking documents available on one single page

    • Digital signature feature

  • Secured Live Messaging

    • Secure messaging (directly linked with contact reports)

    • Document & video attachment feature

    • Tracked and audited messages

  • Secured Access

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KEY ADVANTAGES

  • Benefit from a fully responsive design and access your e-Banking solution through all devices (desktop, tablet & mobile)

  • The e-banking platform is fully customizable to the Bank’s needs with Bank’s visual identity & multi-language

  • Shared Data: a single set of data available at any query level for both clients and advisors in real time

  • Secure communications between the bank and its clients through omni-channel means, including secured live messaging, documents workflow and e-signature