Solution introduction

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

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. Our mission is to support our customers in their transformation journey. Our innovative, agile and flexible solutions allow them to always place their HNW clients at the center of both processes of investment decision-making and relationship management.

Features

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.

Banker's front - Digital front-end solution
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.

  • 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 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.

  • 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 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.

  • 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)

Partners

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Asia
  • Caribbean
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • South America
  • Western Europe
  • View Others View Less

New Access - Core-to-Digital solutions

Please click the button below to connect with New Access – an FNZ company

Connect with New Access – an FNZ company

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