Suited Software

Inspired by bankers

New Access provides Private Banks and Asset Managers with a suite of banking softwares responding to their day-to-day needs linked to their client’s activities including:

Portfolio & Order Management: EQUALIZER®

Covering the needs of discretionary or advisory asset management with a dynamic and flexible user interface

EQUALIZER® in details

Electronic Document Management: LOGICAL ACCESS®

LOGICAL ACCESS® Suite allows banking institutions to have full control over each step of their documents' lifecycle

LOGICAL ACCESS® in details

Client Data Management: CIM

CIM is a comprehensive Client Data Management solution helping to efficiently manage client data, its compliance and key processes

CIM in details

Customer Relationship Management

A powerful integrated platform for client acquisition and relationship management, specific to the banking industry

CRM in details

Onboarding

The ONBOARDING module automates the complete account opening processes within the bank adapting to geographical and product specific regulations requirements

ONBOARDING in details

New Access Offices

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