Drive advisor efficiency and client satisfaction by enabling collaborative investment planning.
Improve transparency and reduce service friction with performance dashboards that help clients stay informed.
Attract and retain investors by enabling easy advisor-client collaboration via secure messaging, video, and shared planning tools.
Benefits
A digital investing experience that keeps clients engaged
Streamline portfolio management tasks and cut desk workload
Implement a digital investing platform to automate rebalancing, tax-loss harvesting, and trade confirmations, freeing resources and boosting profit per client.Support collaborative planning to foster client engagement
Enable secure, collaborative financial planning with clients using integrated chat, in-app video, and shared workspaces, boosting advisor capacity and scaling client service.Adapt to every stage of the investor journey
Guide investors through a seamless journey, starting with digital onboarding and funding, and continuing with tools and AI-driven insights that adapt to their goals and strategies.Offer personalized guidance to unlock new, profitable client segments
Give investors access to real-time insights, AI-powered suggestions, robo-advisory and self-service tools tailored to their portfolio and preferences.
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
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
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create investing 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
Best of suite
Meet your clients’ every need with a unified suite powering all your digital services and channels across servicing and sales.
AI-Powered
Drive growth with every client interaction using AI-powered recommendations and next-best action suggestions.
Buy and build
Get to market faster with 400+ customizable capabilities and ModelBank implementations you can tailor to your needs.
Proven expertise
100+ leading financial institutions worldwide trust Backbase to power their digital banking services.
