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.
The first AI-powered platform for banks
The Backbase platform is AI-native by design — built to unify systems, data, orchestrate journeys, and deliver outcomes at scale. It introduces intelligent agents that don’t just predict and recommend, but also act autonomously to drive better banking outcomes.
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.
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.
In the dynamic world of wealth management, staying ahead means constantly enhancing the client experience. Backbase allows us to deliver a truly unified, intuitive, and personalized digital journey for our clients, from onboarding to providing up to date information on their products and services; as well as providing a secure way for the client to interact with us. This enables our relationship managers to focus on delivering high-value, bespoke advice, knowing that the underlying technology is seamlessly supporting every interaction.
Jonathon White
Head of Digital Delivery at Evelyn Partners