What wealth managers build with Backbase
Mobile account opening
Web account opening
Advisor-led account opening
Web & mobile onboarding
RM-assisted onboarding
Prospect lounge
Mandate origination
Successes our customers have achieved
4 months
to launch MVP pension platform
29K+
Portfolios live on digital channels
10,000
Clients onboarded in under 9 months
50
NPS Score
Offer personalized wealth propositions at scale
Build tailored wealth experiences that give every customer segment the right balance of self-service portfolio management, products, and advisor support. Leverage customizable, out-of-the-box components to create collaborative mobile and web applications for clients, advisors and external asset managers across onboarding, wealth management, investing and servicing.
Optimize advisor performance
Give advisors smart, unified workspaces that help them deliver personalized advice at scale, without compromising service quality.
Provide a unified view of client portfolios, preferences, past interactions, client insights and portfolio recommendations
Streamline day to day tasks, from executing client requests with ease to generating tailored investment reports and proposals in minutes.
Connect to any existing internal system like CRM, PMS, or third-party sources - such as market data providers like Bloomberg and Morningstar - for real time insights on market trends, portfolio performance and client sentiment.
Deliver high quality experiences for every customer segment
Give clients full transparency and control over their wealth with award winning mobile and web applications, offering the right mix of digital and human service.
Create tailored applications for Mass Affluent, Affluent, High-Net Worth, and Ultra-High Net worth clients by assembling, reusing and customizing pre-built components instead of building multiple applications from scratch
Offer clients a comprehensive view of their wealth with personalized dashboards, quick access to insights, real time portfolio performance data, and more
Enable easy collaboration with advisors to review investment proposals, discuss strategies via secure chat or in-app video, and even co-create personalized financial plans
Offer holistic wealth management propositions
Give clients access to a broad range of investment options by easily incorporating third-party products into your offers using APIs
Leverage emerging opportunities in alternative asset classes like private equity, venture capital and hedge funds
Incorporate products like ISAs, 401(k)s or life insurance bonds so clients can invest tax efficiently
Give clients expertly managed mutual funds, exchange-traded funds (ETFs) or discretionary mandates from asset managers like Black Rock, Vanguard or J.P. Morgan
Expand your market presence with external advisors
Acquire new clients and enter new markets by enabling external advisors on a single, unified platform.
Give external advisors access to the same advanced tools, data and client insights available to your internal teams
Maintain full control and compliance, with secure access controls, data governance and audit trails, allowing you to retain visibility into every activity and interaction.
Enable external advisors to offer a seamless digital experience to their clients, aligning to your standards of excellence
Capabilities
Learn more about Backbase’s wealth management out-of-the-box capabilities you can augment to suit your unique needs.
Why Backbase?
Whether you're looking to buy for parity or build for differentiation, our platform empowers you to create unique experiences that truly set you apart from the competition.
Buy and build
Get to market fast with 400+ pre-built capabilities, fully customizable
Integrations
Add cutting-edge experiences to your apps easily with a library of API-driven, fintech-powered capabilities
Composability
Modular, industrialized platform capabilities allowing you to progressively modernize
One platform
Power journey orchestration across channels, segments and lines of business with a unified platform architecture
Secure and scalable
Scale to millions of users with peace of mind with a secure, cloud-native platform
Proven expertise
More than 100+ financial institutions around the world
The latest insights
Explore our collection of educational resources and deep dives into engagement banking.
Episode 26 of Banking Reinvented explores the evolving landscape of private banking and wealth management, focusing on how financial institutions can address shifting customer expectations.
In this episode, host Tim Rutten sits down with Lennart Asshoff, Product Director of Wealth at Backbase, to discuss how private banks and wealth managers can complement traditional, relationship manager-driven services with whiteglove digital experiences. They discuss the challenges faced by institutions still operating with high cost-to-serve models and legacy systems.
Tune in to learn how private banks and wealth managers can progressively modernize their systems to provide the digital experiences their clients demand.
Want more insights into the future of banking? Check out our content hub for impactful podcasts, blogs, and whitepapers.