Become your clients’ trusted wealth advisor

Abbove is the collaborative wealth planning platform that puts your expertise at the heart of the strategy and wealth decisions of your key clients.

A graphic illustrating a collaborative wealth planning tool with different interfaces for clients and advisors. The client interface shows options for managing real estate, accounts, investments, life insurance, gifting, and more. The advisor interface includes tools for relationship management, estate planning, and inheritance distribution. A financial planning section shows charts and graphs for visualizing financial goals.
Trusted by over 1000 wealth advisors and 33.000 families in Europe
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly

Connect with your clients and their wealth

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.

Accountants
Expand your advisory services to all aspects of our clients' personal and professional wealth.
Family offices
Interact with your clients and the next generation in a modern and interactive way.
Financial advisors
Offer solutions tailored to your clients' overall context and objectives.
Private banks
Implement a global and modern wealth planning approach for all your clients.

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.

A flowchart illustrating the comprehensive capabilities of a collaborative wealth planning tool. Abbove integrates various data sources like CRM, Excel, Custody, API, and Public Databases to provide features such as estate inventory, objectives and action planning, reporting, and financial planning. The visual demonstrates how the tool streamlines and connects different aspects of wealth management for collaborative planning.

Let's talk

Let's take 10 or 30 minutes to go through the platform together at a time that suits you!
Schedule a meeting

Why work with Abbove

Internationally Recognized Excellence

The Abbove platform is internationally recognized for its ability to transform the way advisors support and interact with their clients.

WealthTech 100
Listed three times as one of the world’s most innovative WealthTech companies
Wealth Briefing Awards
Twice winner in the categories Outsourcing solution and Best tool for client communication.
Forbes
Recognized as one of the best wealth-tech software providers in Europe.
Finovate
Selected at the international Tech event Finovate among the most innovative solutions.
Integration

Data integration

Automatically feed your clients’ wealth data through continuous integrations with your internal or external data from over 300 financial institutions and insurance companies.
Powens
Flanks
Excel
Open-integration
A visual representation of a collaborative wealth planning tool that helps advisors and clients work together to achieve their financial goals. The tool features a report, pie chart, line graph, and list.
Certified ISO 27001
ISAE 3000
SOC 24/7
GPR compliance
External security audits
2-Factor authentication
Data encryption
Cloud infrastructure
Security

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

Interested in knowing more about Abbove? Leave your contact below and we’ll get in touch with you as soon as possible.

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A financial projection chart visually representing the financial journey of John Smith and Jane Doe from 2021 to 2045. The graph features a smooth blue line indicating growth, with a dip highlighted in pink around 2039, showcasing potential financial fluctuations. Below, a circular chart illustrates data distribution with color-coded sections.
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