Offer personalized wealth propositions at scale

Engage affluent, HNW, and UHNW clients with tailored products and experiences — balancing digital self-service with high-touch advisor support.

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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

Accelerate client acquisition and reduce onboarding costs with a fully digital, compliant experience. Automate KYC and approvals to shorten time-to-invest and set the foundation for long-term relationships.

Client onboarding

Set advisors free to deliver personalized advice at scale

Enhance advisor productivity by centralizing daily activities into a unified workspace. Provide AI-driven insights and automated workflows to enable timely, personalized advice, improving client satisfaction and retention.

Advisor performance

Deliver high quality digital investing experiences

Differentiate your digital wealth offering and boost client engagement with intelligent, personalized investing experiences. Deliver real-time insights, portfolio transparency, and advisor collaboration tools across mobile and web.

Digital investing

Wealth management digital investment services

Offer holistic wealth management propositions

Broaden your value proposition and grow wallet share by offering a full spectrum of investments, from discretionary mandates to alternatives. Facilitate collaborative portfolio planning with real-time insights, enhancing client trust and loyalty.

Holistic wealth propositions

Wealth management holistic wealth management propositions

Expand your market presence with external advisors

Scale your distribution and grow AUM by enabling external advisors to operate under your brand on a single, secure platform. Maintain oversight and compliance while giving advisors the digital tools to serve clients with precision.

External advisor enablement

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.

Learn more about the Backbase Platform

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

Why Backbase

Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.

Explore the Backbase suite

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