EQUALIZER® Portfolio Management System

Maximizing performance

New Access' Portfolio Management System, EQUALIZER®, facilitates the implementation of the private client’s chosen investment strategy in the most efficient and secure way based on strong analytical tools.

EQUALIZER® helps turning today’s market key challenges: costly operating models, strong regulatory constraints, changing customer’s behaviours and disruptive technologies; into tangible benefits for their customers bringing highly competitive advantages to their business for increased revenues. For a customized and transparent investment strategy adapted to the client’s risk profile.

EQUALIZER® supports private bankers and wealth managers in their daily tasks covering:

The analysis of their clients' situation

The proposition of the most appropriate investment strategy

The automatic orders generation fulfilling all regulatory requirements

The performance analysis and reporting to the client

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