Digital Investing

Build, automate, and scale digital investment propositions

Investing solutions for any customer segment

Maximum flexibility for any market Build tailored products for a variety of customer sub-segments with solutions that help them achieve their financial goals, based on their personal needs and maturity levels. Backbase offers fully automated and compliant investment product journeys for self-directed trading, as well as both robo advisory and hybrid advisory wealth management.

Robo-Advisory

Outcome-focused autopilot investment Empower your customers to put their investments on autopilot. From a simple robo advisory solution to themed investment portfolios like ESG or sector-specific investments, you’ll help your customers meet their financial goals with ease.

Trading

Put customers in control Give your clients access to capital markets with our intuitive, self-guided trading journeys. Your customers will be able to find investment opportunities, trade, and manage their portfolios all by themselves. Offer a first-class, modern trading experience — all within the safety of the banking app your customers know and trust.

Hybrid advisory

Empower your Relationship Managers Enhance your private banking and wealth management services with our hybrid advisory platform. Harness the power of a fully equipped, relationship-manager-led investment platform that revolutionizes traditional wealth management. By using a single platform, you’ll provide a rich and coherent client experience via client apps (web and mobile), as well as the relationship manager portal.

Composable architecture

Leverage your existing infrastructure or partner with the best Our modular and configurable platform can sit on top of your existing wealth infrastructure to leverage existing partnerships. From custody and brokerage providers to risk assessment solutions to identity and data verification offerings, you get access to a vibrant ecosystem of top-notch solutions within the safety of the Backbase Engagement Banking Platform.

We do the plumbing, you get creative

Create an experience that sets you apart No vendor lock-in. No one size fits all. Our platform gives you all the tools and components to design and build truly differentiated user experiences. Adopt our functionalities, apply the style that suits your brand, and build on top of our platform and apps. You can have it all.

Capabilities

• Risk and Suitability Assessments
• Automated Rebalancing
• Asset Supermarket
• Trading & Order Management
• KYC & AML
• Portfolio Management
• Regulatory Reporting
• Fractional Shares
• Financial Planning & Goals