Expand portfolios and relationships with next-gen wealth services
Backbase
Offer smarter, more dynamic wealth experiences that fuel long-term growth. Help clients build and refine portfolios with collaborative tools, real-time insights, and a broader investment universe — including alternatives like PE, VC, and hedge funds.
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Make it easy for clients, RMs, and advisors to co-design, refine, and adjust investment plans together.
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Drive operational efficiency and engagement with performance tracking, rebalancing, and opportunity discovery for clients.
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Differentiate your value proposition with integrated access to alternatives like PE, VC, and hedge funds.
Connect the full wealth journey, from insight to action
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.
Wealth services
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Deliver comprehensive portfolio oversight with tools for aggregation, reporting, analytics, and risk insights.
Alternative investments (PE, VC, hedge funds)
Performance dashboards
Curated investment opportunities
Discretionary & advisory portfolio services
Collaborative investment plan creation
Multi-asset class portfolio management
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Leverage out-of-the box capabilities you can combine and customize to create onboarding journeys tailored to your client’s needs.
Digital proposals & rebalancing
Trading & book building
Investment nudges
New mandate initiation
Portfolio health
Portfolio analytics & performance
Portfolio alerts
Tailored news
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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