New Access provides Private Banks and Asset Managers with a set of solutions dedicated to their specific needs:
New Access is a leading provider of scalable and modular Core-to-Digital software solutions designed to meet the specific requirements of the Private Banking, Wealth and Asset Management industries.
We enable your digital transformation and improve your client's services by supporting key business and compliance processes, as well as digital interactions with your clients and partners.
20 years experience, more than 55 clients.
Banker's Front
Digital Front-end solutionNew Access provides an advanced and comprehensive enterprise Digital Wealth Management platform supporting the entire Client Lifecycle Management from Prospect Management, client Onboarding process, KYC to Customer Relationship Management. The solution supports the key business and compliance processes, as well as the digital interactions with your clients.
- Client Lifecycle Management (CLM)
- 360° client/asset view and Relationship Manager Workstation
- Customer Relationship and Prospect Management (CRM)
- Onboarding & KYC certification
- Orders generation and investment proposals
- Web & Mobile Client Portal (E-Banking)
- Web & Mobile External Asset Manager Portal (EAM)
Equalizer
Portfolio management systemNew 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.
- A PMS made for Private bankers, Wealth and Asset managers
- Combine advisory and discretionary portfolio management
- Performance calculation engine and analysis indicators
- Alerts engine and real time investment restrictions
- Reporting and investment proposal generation
- Order management and rebalancing
Apsys
Core banking systemNew Access Apsys Core Banking system is a fully integrated, straight-through processing (STP) core banking solution specialized for the Private Banking, Wealth and Asset Management industries. The application covers multi-currency, multi-country, multi-entity requirements. It is in production in renowned Private Banks and Asset Managers, in a large panel of jurisdictions.
- Fully STP & process driven
- Regulatory compliance across the world
- Comprehensive bank management and accounting
- Order Management & payments operations
- Risk monitoring
- Integrated Client data and document management modules (New Access CIM and Logical Access EDMS)
