Expand portfolios and relationships with next-gen wealth services
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.
Make it easy for clients, RMs, and advisors to co-design, refine, and adjust investment plans together.
Drive operational efficiency and engagement with performance tracking, rebalancing, and opportunity discovery for clients.
Differentiate your value proposition with integrated access to alternatives like PE, VC, and hedge funds.
Benefits
Connect the full wealth journey, from insight to action
Deliver a connected, insight-driven wealth experience
Unify wealth data and services on one AI-powered platform to help clients and advisors make better decisions faster and more accurately.Offer broader investment access to unlock new revenue & clients
Drive client acquisition and higher revenue per relationship with curated third-party products, including private equity, VC, and hedge funds based on client profile and eligibility.Increase client retention with impactful digital tools
Give clients tools to monitor performance, adjust allocations, and act on opportunities in-app — driving engagement, customer retention, and AUM in the long run.Enable collaborative portfolio planning
Strengthen relationship and advisor value by supporting real-time collaboration between clients, RMs, and advisors with shared tools for plan creation, commentary, and strategy refinement.
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
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
Capability highlights
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
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.
