Digital investing

Give clients control with digital investments that drive results

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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Wealth management Digital investing header

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.

Wealth management Digital investing 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.