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 document 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: BRANCH®

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

BRANCH® in details

Onboarding: BRANCH®

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

ONBOARDING in details

New Access Offices

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