Drive new client growth with external advisor support
Backbase
Onboard independent and registered advisors with the infrastructure to scale under their own brand or co-branded models, expanding your reach and generating revenue through platform, advisory, and service fees.
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Control access with full audit trails, governance, and data protection.
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Ensure external advisors deliver a digital journey that reflects your brand and service standards.
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Equip external advisors with the same tools, data, and insights as your internal teams.
Enable external advisor access, on your terms
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.
External advisor enablement
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Enable external advisors to deliver a consistent, high-quality experience to clients — backed by secure access, onboarding, and service tools in a unified platform.
Secure access control
White-labeled client onboarding & servicing
External advisor portal
Centralized digital enablement repository
Payout management
Intermediary branded client portal
Capability highlights
Leverage out-of-the box capabilities you can combine and customize to create onboarding journeys tailored to your client’s needs.
Advisor portal
Book of business reporting
Configurable onboarding
Tailored value proposition
End-client portal
Admin portal
Identity & entitlement management
Client access groups
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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