External advisor enablement

Drive new client growth with external advisor support

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.
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.

Wealth managemenet External advisor enablement 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.

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.