Offer wealth propositions that evolve with your clients
Backbase
Empower clients, RMs and investment specialists with a unified wealth experience that supports investment discovery, portfolio tracking, and collaborative planning across all asset classes and investment mandates.
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Accelerate the implementation of house views in customer portfolios and the sharing of investment ideas and proposals.
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Highlight your differentiating investment expertise and unique product access on digital channels.
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Deepen client relationships using AI to deliver contextual insights, relevant nudges, and curated investment ideas.
Broaden your investment propositions across public and private markets
Modernize at your own pace
Backbase gives private banks a unified, modular platform to launch, scale, and monetize digital services. Add high-impact products and capabilities to your existing offerings and expand at your own pace — layering on new services as client needs evolve and business priorities shift.
Portfolio & investment intelligence
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Drive operational efficiency and elevate advisory services through integrated portfolio reporting and analytics.
Portfolio analytics & breakdown
Performance & valuation reporting
ESG analytics
Portfolio risk & health dashboard
Investment insights & advice hub
Collaborative proposal journeys
Wealth & asset aggregation
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create solutions tailored to your clients’ unique needs.
Net worth aggregation
Portfolio analytics
Performance reporting
Digital investment proposals
Investment nudges
External portfolio analyzer
Trading & book building
Investment account servicing
Tailored content recommendations
New mandate initiation
PMS integration
Seamless funding & withdrawal
Why Backbase
Backbase is the world’s first AI-powered banking platform designed to turn ambitious banks into unstoppable growth engines.
Best of suite
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Meet your clients’ every need with a unified suite powering all your digital services and channels across all lines of business.
AI-powered platform
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Drive growth with every client interaction with AI-powered recommendations and next-best action suggestions on any channel.
Buy and build
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Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
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100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
Related content
See it in action
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Ready to transform your bank? Discover how Backbase’s platform empowers you to modernize faster, deliver seamless customer journeys, and drive lasting value.
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