Investing solutions for any customer segment
Maximum flexibility for any market
Build tailored products for a variety of customer sub-segments with solutions that help them achieve their financial goals, based on their personal needs and maturity levels.
Backbase offers fully automated and compliant investment product journeys for self-directed trading, as well as both robo advisory and hybrid advisory wealth management.
Robo-Advisory
Outcome-focused autopilot investment
Empower your customers to put their investments on autopilot. From a simple robo advisory solution to themed investment portfolios like ESG or sector-specific investments, you’ll help your customers meet their financial goals with ease.
Trading
Put customers in control
Give your clients access to capital markets with our intuitive, self-guided trading journeys. Your customers will be able to find investment opportunities, trade, and manage their portfolios all by themselves.
Offer a first-class, modern trading experience — all within the safety of the banking app your customers know and trust.
Hybrid advisory
Empower your Relationship Managers
Enhance your private banking and wealth management services with our hybrid advisory platform. Harness the power of a fully equipped, relationship-manager-led investment platform that revolutionizes traditional wealth management.
By using a single platform, you’ll provide a rich and coherent client experience via client apps (web and mobile), as well as the relationship manager portal.
Composable architecture
Leverage your existing infrastructure or partner with the best
Our modular and configurable platform can sit on top of your existing wealth infrastructure to leverage existing partnerships.
From custody and brokerage providers to risk assessment solutions to identity and data verification offerings, you get access to a vibrant ecosystem of top-notch solutions within the safety of the Backbase Engagement Banking Platform.
We do the plumbing, you get creative
Create an experience that sets you apart
No vendor lock-in. No one size fits all. Our platform gives you all the tools and components to design and build truly differentiated user experiences.
Adopt our functionalities, apply the style that suits your brand, and build on top of our platform and apps. You can have it all.
The infrastructure of modern wealth management
Backbase Digital Investing gives you the foundation to quickly build, automate, and scale digital investment propositions. Whether you’re building from scratch or integrating new propositions, our platform is the orchestration layer that will get you to market quickly. Develop powerful solutions at speed and scale, helping your customers do more with their money while automation and integrations with third-parties streamline the journeys.
