Indigita and New Access offer an integrated solution, combining the Indigita API with the New Access Wealth Management Core Banking System, Portfolio Management System (PMS) and Digital Client Lifecycle Management (CLM) application. This allows financial institutions to automate their cross-border, product suitability, investor protection and tax suitability controls, based on the unrivalled country manuals of BRP Bizzozero & Partners BRP Bizzozero & Partners SA and BRP Tax SA.
The integrated solution can be applied to the various modules of the New Access solution suite and its rule engine functions with standard and customised country manuals.
For further information and examples of use cases please open the flyer.
