New Access – an FNZ company

HQ Address

Route de Pré-Bois, 17, 1215 Genève 15 Aéroport, Geneva, Switzerland

Website Address

www.newaccess.ch

Connect with New Access – an FNZ company
Business introduction

New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industry. New Access provides a comprehensive and modular suite to efficiently run and digitize your business

Evolving in a complex and changing regulatory environment, New Access’ solutions help bankers to connect conveniently and efficiently with their clients thanks to new digital channels

Our Core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system, a portfolio management system (PMS) and a digital client lifecycle management (CLM). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth. Our mission is to support our customers in their transformation journey. Our innovative, agile and flexible solutions allow them to always place their HWN clients at the center of both processes of investment decision-making and relationship management.

Business Overview

Our offer covers the full client relationship lifecycle from account opening, through client data and document management to the management of their portfolios.

  • Digital client lifecycle management system with BANKER'S FRONT made of a CLM & advisory cockpit and a fully digitized client portal
  • Onboarding and client relationship management (CRM)
  • Secure electronic document management system (EDMS) with LOGICAL ACCESS
  • Portfolio and order management (PMS/OMS) with EQUALIZER
  • Client data management with CIM
  • And a comprehensive core banking solution with APSYS. 

New Access also provides value-added managed services including full operating, monitoring and application management, private cloud and infrastructure management. New Access can count on its own dedicated client services team of 50 international knowledgeable and experienced consultants providing the full range of client services to successfully deliver complex implementation projects, ongoing support and managed services

With headquarters in Geneva, New Access already installed its solutions in over 180 sites in 18 countries.

Partners

Key Data

Year founded
2001
employees
51-200
offices
6
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

New Access – an FNZ company Solutions

New Access - Core-to-Digital solutions

Our core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system (Apsys), a portfolio management system (Equalizer) and a digital client lifecycle management platform (Banker’s Front). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth.......

business needs
Client type
client geography presence
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APSYS - Core Banking System

APSYS Core Banking solution is an operations system that has been developed specifically for financial institutions. It can handle the full range of banking transactions, from the order placing in the front-office, through the handling in the middle-office or trading desk, to the accounting and settlement in the back-office. The solution......

business needs
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BANKER'S FRONT - Client Lifecycle Management Digital Platform

Our digital platform aims to be the relationship manager’s workstation covering all his business and compliance needs on a modern and user-intuitive digital front-end, whilst digitizing the key processes between the relationship manager and his clients. Business opportunities are easily identified and monitored to ensure business growth, and the relationship......

business needs
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CIM

CIM helps the banks and financial institutions in the areas of compliance (design, implement and monitor compliance processes), central register (structured and managed processes, follow up on open issues), and data protection (protect client confidential data, reduce operational risks)....

business needs
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CRM

New Access CRM is a customer relationship management system that has been designed to provide the required flexibility to fit any banking requirement. The CRM solution covers the full extent of the client relationship to control and manage the complete lifecycle of the client profile from prospection to onboarding. The solution......

business needs
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EQUALIZER - Portfolio Management System

EQUALIZER is a portfolio management system created to support 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 while applying all the necessary controls The performance analysis and reporting to the client  The solution maximizes wealth......

business needs
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LOGICAL ACCESS

LOGICAL ACCESS is a secured document management and archiving solution specifically designed for banking industry needs.  LOGICAL ACCESS Suite allows banking institutions to have full control over each step of the document lifecycle being: The capture  The archiving  The consultation and distribution of confidential banking documents LOGICAL ACCESS Suite supports any documents types: images, spool files (data flow),......

business needs
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