Augment your advisors. Scale your firm.
Backbase
Unify the advisor and client experiences. Turn onboarding into a growth engine. Embed agentic assistants and automation directly into your employee workspace so advisors spend their precious time advising, rather wasting it in admin.
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The operating model is working against yours advisors
Most wealth management firms remain trapped in a pre-AI model. Advisors spend the majority of their day navigating fragmented systems, preparing reports manually, and handling tasks that add no value to the client relationship. Building trustworthy relationships is structurally impossible - not because advisors lack talent, but because the system can not support them with the right signals proactively.
60-70%
Advisor time lost to admin and data assembly
- McKinsey
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$124T
Transferring by 2048, 70% of heirs will leave
- Cerulli
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78%
have implemented 3-5 GenAI use cases
- EY
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66%
are still running experiments that haven't translated into real results
- EY
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One Wealth OS. Three strategic use cases.
The AI-native Wealth OS sits above existing core and portfolio management systems, connecting client channels, the Advisor Workspace, onboarding, compliance, and investment management into one intelligent operating system.
No rip-and-replace. Start with the highest-value journey and expand.
The Wealth OS
Unify advisor and client channels into one operating system
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AI-augmented advisors
Agentic assistants & automation embedded in the Advisor Workspace - so advisors advise, not administrate
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Onboarding as a growth engine
Turn the first impression into a competitive advantage
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What the Wealth OS delivers
Advisor Workspace
Subline
Unified desktop with Client 360, Smart Signals, next-best-action, and Agentic Ops, so advisors act on intelligence, not just find it.
Agentic Operations
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Meeting preparation, personalised outreach, document processing, and compliance drafting - handled autonomously within advisor-controlled guardrails.
The Prospect Lounge
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A branded prospect experience before the relationship formally begins. Agentic automation handles KYC, document validation, and source of wealth. Up to 70% faster onboarding.
Client 360
Subline
A unified client view across portfolio, CRM, compliance, and financial planning. The full client picture - enabling proactive advisory.
Unified client channels
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Personalised dashboards, secure messaging, collaborative proposals, and real-time portfolio views - connected directly to the Advisor Workspace.
Composable architecture
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Sits above existing systems of record. An API-first architecture with 400+ pre-built capabilities. Start with one journey and expand by domain.
Backbase allows us to deliver a truly unified, intuitive, and personalized digital journey for our clients, from onboarding to providing up to date information on their products and services; as well as providing a secure way for the client to interact with us.
The economics of a unified wealth operating model
70%
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Faster onboarding without compromising compliance
80%
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Reduction in routine advisor correspondence
3-4x
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Advisor capacity expansion when routine work is automated
75%
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Client app adoption rate post-deployment
35-45%
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Cost savings in compliance operations
Recognized by the analysts
who cover the category
"Backbase has created a comprehensive wealth management solution that addresses the industry's most pressing need: seamless digital experiences that drive both client satisfaction and advisor productivity. By integrating advisor workstations, client portals, and AI-powered insights into a single platform with open, modular architecture, Backbase enables financial institutions to rapidly deploy personalized services while maintaining the flexibility to integrate with existing systems and emerging fintechs."
- Wally Okby, Strategic Advisor at Datos Insights
Ready to scale advisory without scaling headcount?
Backbase
Unify advisor and client channels, augment your advisors with agentic AI, and turn onboarding into a competitive advantage, on one Wealth OS.
Backbase