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.
Trusted by over 1000 wealth advisors and 33.000 families in Europe
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.
Why work with Abbove
Understanding the client
A comprehensive, in-depth view of wealth
Abbove offers a complete understanding of your client's wealth, by translating even the most complex aspects into a reliable, detailed and structured database. The information is easy to view, manipulate and exploit directly on the platform. The data is populated using your and your clients' internal sources, banking and insurance connectors.
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Family structure
All types of assets
All structures
Multinational scope
Defining goals
Transform client discussions into advisory opportunities
Abbove allows you to seize all opportunities created during wealth discussions with the client to support them at every stage of their life through advisory missions. The expressed needs are translated into concrete objectives and action plans that can be easily shared and communicated.
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Life moments
Goals & action plan
Goal progress tracking
Wealth alerts & notifications
Recommending solutions
Use of wealth management and advisory tools connected to data
To ensure every detail is accounted for, the platform offers financial, tax, and estate planning simulators connected to clients' wealth data. Improve the accuracy and quality of your advice to handle all wealth situations and easily share recommendations with clients.
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Cashflow projections
Financial planning
Estate planning simulator
Portfolio management tool
Reporting and follow-up
Continuous and proactive client reporting and support
Abbove's collaborative client-advisor interface allows you to regularly re-evaluate the client's wealth situation and objectives. Intervene proactively and continuously on the actions to be taken on the client's wealth. Create wealth reports at any time and with ease, tailored to your clients’ needs.
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Wealth notifications
Custom report creation
Document sharing
Third-party access management
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.
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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
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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.
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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.
