HOLISTIC WEALTH PROPOSITIONS

Offer wealth propositions that evolve with your clients

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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Private banking Holistic wealth propositions header

Accelerate the implementation of house views in customer portfolios and the sharing of investment ideas and proposals.
Highlight your differentiating investment expertise and unique product access on digital channels.
Deepen client relationships using AI to deliver contextual insights, relevant nudges, and curated investment ideas.

Benefits

Broaden your investment propositions across public and private markets

Give clients access to a broad range of investment options
Curate and integrate your full investment suite, from listed products to alternatives, into your digital wealth experience. Support collaborative, guided and self-service investment approaches.
Offer flexible investment approaches across mandates and service models
Empower employees and clients to initiate new investment accounts across all mandates. Effortlessly manage and collaborate on them within a single, unified experience.
Enable real-time collaboration on investment strategies
Accelerate the distribution of tailored interactive investment nudges and proposals according to clients’ goals and preferences. Use AI to generate timely suggestions, and digitize the end-to-end process to streamline review, acceptance and implementation.
Personalize investment discovery and recommendations
Use house views, client preferences, and AI to surface relevant products and investment ideas. Help clients discover and subscribe to new opportunities across both public and private markets, with support for diverse asset types and product structures.

PB Holistic Wealth Propositions benefits

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.