Free advisors to focus on relationships, not admin tasks
Backbase
Give advisors the tools they need to deliver high-impact, personalized advice faster and with impact.
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Let advisors manage tasks, communications, and client requests from a single, streamlined workspace.
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Boost operational efficiency with centralized client data, enabling faster decisions and improved compliance.
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Help advisors distribute proposals and investment insights in minutes with automated workflows.
Drive stronger outcomes from every advisor interaction
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
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Streamline how advisors manage relationships and grow client value through connected capabilities that support portfolio oversight, lifecycle management, and task execution.
Advisor & customer service workspace
Client portfolio management
Client lifecycle management
Case management
Cross-sell & up-sell recommendations
Appointment booking & meeting automations
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding journeys tailored to your client’s needs.
Advisor dashboard
Smart signals
Customer 360° view
Case manager
Real-time communication
Digital proposals
Customer alerts
Meeting preparation
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.
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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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