Where every wealth planning journey begins
Abbove is a collaborative wealth planning platform that enables advisors to engage their clients and their families around a clear, structured view of their wealth to spark meaningful conversations, define goals, and guide decisions across generations.
Our expertise
Strengthen your relationship with your clients and increase their satisfaction by offering holistic, family-oriented, and goal-based wealth planning services. Build relationships that go deeper than money.
Private Banks
Scale modern wealth planning services to all your clients
Family Offices
Engage your clients and the next generation in a lasting relationship.
Accountancy Firms
Expand and professionalize your wealth advisory offering.
Financial Advisors
Deliver personalized solutions aligned with your clients’ wealth ambitions.
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Serve each client at every stage of their life
Abbove is the only collaborative platform that allows creating proactive and continuous wealth discussions with clients. Straighten your relationship with clients and offer solutions to all wealth needs throughout their lives.
Clearly visualize the composition and relationships within the family group to better understand each member’s wealth-related concerns.
Access a 360° view of the family’s wealth through a structured and up-to-date inventory of all assets, liabilities, and income.
Track the full history of formal and informal gifts within the family to support well-informed estate planning strategies.
Centralize all wealth-related documents in a secure space, accessible anytime by authorized parties.
A timeline to anticipate key events and trigger the right strategies.
An overview of income, pensions, and expenses to build a solid planning base.
Clear definition of wealth goals by category.
Structured tracking of goal achievement over time.
Model future cash flows, run financial scenarios, and assess their impact over time.
Create inheritance simulations and analyze estate implications with precision.
Connect your client data to your preferred expert tools (PMS, tax software, etc.) for seamless advice delivery.
Generate branded, tailored reports for each client.
Stay informed of key changes and upcoming actions.
Track all actions and interactions over time.
Easily share relevant information with family members or external partners.
Internationally recognized excellence
The Abbove platform is internationally recognized for its ability to transform the way advisors support and interact with their clients.
The single source of wealth truth
Abbove connects and consolidates wealth data from your existing systems, standardizes and reconciles it to provide a complete, reliable, and structured view of each client’s family wealth.
Through a collaborative interface, the platform enables continuous enrichment of this information by advisors and clients alike, creating a single, trusted data source that powers personalized advice and lasting relationships.
Banking security standard
Abbove meets the highest banking security and confidentiality standards, allowing its users to use the platform with complete confidence.
Get a live demo
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