New Access – an FNZ company
HQ Address
Route de Pré-Bois, 17, 1215 Genève 15 Aéroport, Geneva, Switzerland
Website Address
Relevant Regions
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
2001employees
51-200offices
6Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
