Dedicated solutions
from Core to Digital 

Benefit from our integrated and modular solutions to attract, grow business, and overcome today’s operational efficiency & regulatory compliance challenges

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Core Banking System

  • Compliance & regulatory

  • Client Master File (option)

  • Risk Management

  • Multi-currency bank management and accounting

Client Lifecycle Management System

  • Digital CLM 

  • Workstation (360° client/asset)

  • Complete CRM

  • Onboarding & KYC

Digital Client Lifecycle Management System

New 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.

Web & Mobile Client and EAM Portal

  • Orders and Payments

  • Shared Data

  • Secured communications

  • Fully responsive design

Web & Mobile Client and EAM Portal

New Access E-BANKING allows you to freely interact with your HNW Customers or External Asset Managers (EAM). The fully responsive interface of the application has been developed in order to increase your flexibility, enabling you to securely communicate, share documents and investment proposals, through multiple devices (mobile, tablet, desktop).

With E-BANKING, digitize your relationship with your HNW clients or EAMs, while simplifying portfolio management, and allowing ordering and payments.

Portfolio Management System

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.

Core Banking System

New 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.

Client Data Management System

CIM (Client Information Management) is a comprehensive client data management software solution centralizing client data, ensuring compliance and optimizing key processes. 

CIM increases efficiency by applying business controls, workflow integration, data extraction, and recovery opportunities.

Electronic Document
Management System

  • Automatic/Manual Archiving

  • Process automation

  • Advanced security controls

  • Activity tracking

Electronic Document Management System

LOGICAL ACCESS Electronic Document Management System is a secured document management and archiving solution specifically designed to meet private banking and wealth management industries needs.

LOGICAL ACCESS is a cost effective way to enhance customer satisfaction through the rationalization of document handling.

  • Portfolio Management

  • Alerts Engine

  • Reporting Generation

  • Order management & Rebalancing

Client Data Management System

  • Master Client information

  • Client view & Relationships

  • Confidential data protection

  • MIS Data Reporting

Activity Workflow Manager

  • Personalized workspaces

  • Standards Workflows (4EYES)

  • BPM & Workflow management

  • Alerts & Notifications

Activity Workflow Manager

AWM (Activity Workflow Manager) is the solution that allows you to seamlessly manage your tasks, alerts and notifications, widgets and applications. 

AWM is the interface that will grant you access to your own work environment from a unique access point. 

Thanks to AWM, manage, treat, and navigate through all links & documents related to a task from one dedicated and centralized application.