Advisor performance

Free advisors to focus on relationships, not admin tasks

Give advisors the tools they need to deliver high-impact, personalized advice faster and with impact.

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Wealth management advisor performance header

Let advisors manage tasks, communications, and client requests from a single, streamlined workspace.
Boost operational efficiency with centralized client data, enabling faster decisions and improved compliance.
Help advisors distribute proposals and investment insights in minutes with automated workflows.

Benefits

Drive stronger outcomes from every advisor interaction

Streamline day-to-day execution
Centralize daily advisor activities from all internal systems in a single interface to improve response times, speed investment proposals, and automate customer lifecycle activities.
Deliver a true 360° client view
Provide advisors with complete visibility into each client’s portfolio, preferences, interactions and past interactions to improve client outcomes, NPS, and retention.
Personalize customer engagement at scale
Use AI-powered smart signals to detect tailored client nudges and next best actions that drive engagements and deepen relationships.
Attract top advisor talent
Invest in advisors' growth and success to retain current top performers as the firm becomes more appealing to high-quality external talent.

Wealth management advisor performance benefits

Modernize at your own pace

Backbase gives wealth management firms 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.

Advisor enablement

Streamline how advisors manage relationships and grow client value through connected capabilities that support portfolio oversight, lifecycle management, and task execution.