Give clients control with digital investments that drive results
Backbase
Provide investors with real-time insights, personalized advice, and full visibility over their portfolios through intelligent digital tools that adapt to their goals and preferences.
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Drive advisor efficiency and client satisfaction by enabling collaborative investment planning.
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Improve transparency and reduce service friction with performance dashboards that help clients stay informed.
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Attract and retain investors by enabling easy advisor-client collaboration via secure messaging, video, and shared planning tools.
A digital investing experience that keeps clients engaged
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.
Digital investing
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Offer a complete set of digital investing tools that keep clients informed, engaged, and in control of their portfolios.
Investment insights & advice hub
Collaborative proposal journeys
Portfolio analytics & breakdown
Cross instrument trading & book building
Wealth & asset aggregation
Portfolio risk & health dashboard
Performance & valuation reporting
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding journeys tailored to your client’s needs.
Tailored portfolio dashboard
Portfolio overview & performance
Digital proposals
Total net worth
External asset aggregation
Suitability profiling
Multi asset class trading
Robo-advisor & savings plans
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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