Decisive Capital Management deploys New Access’ Core-to-Digital solution

Rick Steves

The Core-to-Digital solution enhances process automation and standardization, allowing Decisive to deliver an improved digital journey to its Relationship Managers and clients.

New Access has licensed its wealth management core-to-digital solution to Decisive Capital Management, a financial advisor for ultra-high net worth individuals, families, and institutional investors.

The wealthtech firm provides agile and scalable Core-to-Digital solutions dedicated to private banks and wealth and asset managers as they navigate complex and changing regulatory environments.

Decisive was founded in 2016 in Geneva and has grown to over 70 professionals in Switzerland and in the UK with $4.3 billion of assets under supervision as they continue to expand across the globe.

The wealth management firm chose New Access to digitize its operations. This platform conversion will strategically advance Decisive’s core capabilities in handling their clients’ current and emerging needs by moving its Core system, Portfolio Management System, and Digital activity to a single, integrated global platform, reducing complexity, according to the statement.

The Core-to-Digital solution enhances process automation and standardization, allowing Decisive to deliver an improved digital journey to its Relationship Managers and clients.

Elie Chamat, CEO of Decisive Capital Management, said: “Decisive is a next-generation, ultra-high net worth advisor. We are growing fast on all levels: investment opportunities, assets, and clients. And we set the bar very high, both for ourselves and our business partners. Today, we are partnering with New Access to accelerate our digital transformation and we are sure its dynamic and forward-thinking, best-in-class platform is the right match for us to service our clients. When our clients win, we win.”

Vincent Jeunet, CEO of New Access, commented: “We are proud that Decisive Capital Management decided to pursue its digital transformation journey with us. The key focus of New Access is to help wealth management organizations and private banks manage their business models in the simplest and most cost-effective ways by providing their bankers and clients with the best-in-class solutions.”

New Access has been awarded as one of the most innovative wealthtech solutions in the industry several times. Risk and portfolio management have become a major concern in today’s financial markets ever since the extreme volatility caused by the pandemic and meme stock trading.

Wealth managers must precisely monitor their portfolio and its associated risk, be quick if there is a need to change the allocation when the correlation hits the portfolio, and do so while being sure that they are compliant with the regulation and what clients require. This calls for having the right system in place.

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