New Access provides agile and scalable Front-to-Back software solutions designed to meet the specific requirements of the private banking and wealth management industries. 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 offer covers the full client relationship lifecycle from account opening, through client data and document management to the management of their portfolios:
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’ Front-End solution BANKER’S FRONT integrates in one 360° view all information linked to the client including: onboarding processes, documents, portfolios, and client data.
New Access provides professional and personalized Managed Services, which involves operating or running IT systems as well as application management services for its clients.
With headquarters in Geneva, New Access already installed its solutions in over 180 sites in 19 countries.