Scale your wealth management business profitably
Deliver premium, tailored experiences across the Mass Affluent to UHNW segments with the right blend of digital convenience and human advice. Empower clients to self-serve on mobile and web, with easy access to advisors or external asset managers when needed.
Streamline client onboarding and reduce time-to-invest
Deliver a smooth, fully digital onboarding experience that sets the tone for a long-term relationship.
Guide clients through KYC, suitability profiling, and account setup with intuitive, mobile-first journeys
Support different client segments and service models, whether execution only, advisory or discretionary
Automate approvals, reduce time to invest, and keep clients informed every step of the way
Give advisors the tools to step in when needed
Set advisors free to deliver personalized advice at scale
Free advisors from manual tasks and give them smart tools to deliver timely, personalized advice and deepen client relationships.
Streamline daily work with unified advisor workspaces to quickly execute client requests
Provide a 360° view of each client’s portfolio, preferences, and past interactions
Generate proposals and investment reports in minutes with AI-powered workflows
Connect to internal systems and data providers like Bloomberg and Morningstar for real-time insights
Deliver high quality digital investing experiences
Give modern investors transparency and control over their wealth with smart, personalized mobile and web applications.
Engage clients with real-time insights, AI-powered advice, and self-service capabilities tailored to their portfolio, preferences, and life stage
Give clients a complete view of their wealth with personalized dashboards, real time portfolio performance data, and more
Enable easy collaboration with advisors through secure chat, in-app video, and shared financial planning tools
Offer holistic wealth management propositions
Give clients access to a broad range of investments with discretionary and advisory portfolio management services.
Expand your offering with third-party products like PE, VC and hedge funds
Let clients track performance, adjust allocations and explore curated opportunities
Make it easy for clients, RMs, and advisors to co-create and refine investment plans
Expand your market presence with external advisors
Acquire new clients and enter new markets by enabling external advisors on a single, unified platform.
Maintain full visibility and compliance with secure access controls, data governance and audit trails
Enable external advisors to offer a frictionless digital experience to their clients, aligning to your standards of excellence
Give external advisors access to the same advanced tools, data and client insights available to your internal teams
The first AI-powered platform for banks
The Backbase Suite runs on a unified, AI-driven platform that brings together integrations, data, and customer journeys in one place. It replaces disconnected systems with a modern foundation built for speed, intelligence, and scale.
It’s how you turn fragmented experiences into one smart, connected engine for growth.
What wealth managers build with Backbase
From onboarding to portfolio management, leading wealth managers use Backbase to design modern, personalized experiences across every stage of the investor journey.
Wealth app
Advisor workspace
Investment insights & advice hub
Collaborative proposal journeys
Best of suite
Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
