Portfolio Management System by New Access

New Access Equalizer Portfolio Management System allows the implementation of the private client’s chosen investment strategy in the most efficient and secure way based on strong analytical tools. The solution maximizes wealth management professionals’ performance to bring the best results to their customers and increase revenues. Private Bankers and wealth managers can easily analyse and control their clients’ performance and situation to offer the most suitable investment strategy. Whether for discretionary or advisory purposes, orders are simply generated, individually or globally, while automatically applying all the necessary legal, risk profile and management real-time controls.