Control access with full audit trails, governance, and data protection.
Ensure external advisors deliver a digital journey that reflects your brand and service standards.
Equip external advisors with the same tools, data, and insights as your internal teams.
Benefits
Enable external advisor access, on your terms
Expand into new markets
Fuel faster AUM growth by partnering with advisors who bring their own client base. Onboard external advisors into a unified platform, growing your reach and helping to scale into untapped segments.Maintain control without compromise
Boost operational efficiency and ensure consistent standards. Manage permissions, protect data, and ensure compliance through access controls, governance rules, and audit trails built into the platform.Deliver your standard of service, everywhere
Enable external advisors to deliver a consistent, high-quality digital experience that aligns with your internal standards and brand promise.Provide the same smart tools and insights
Give external advisors the same digital workspaces, client data, and planning tools as in-house teams to increase performance and expand distribution of proprietary/curated products.
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
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
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
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.
