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

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