Strengthening our clients' excellence
The Abbove technology allows organizations that adopt it to transform their interaction with their clients, placing the holistic wealth approach at the heart of their services.
Our customers ❤️ Abbove
"Abbove is central to what we do to serve our clients. It helps us gain a clear understanding of the complexity of their wealth, assists us in creating tailor-made reports, and supports us in managing compliance reporting. Additionally, we use it to securely exchange confidential information with our families."
“Abbove’s technology allows me to provide a better service to my clients and also tailor made advice. Our estate planners can use the tools as a base to discuss planning or successions solutions with our clients as they have a correct and professional overview of the current situation.”
“By consolidating all the information into a digital vault, we can advise clients across key moments of life, when they need to make important decisions for their wealth, their family, and their goals.”
"Abbove has transformed our work process by centralizing data and providing easy access for our relationship managers and experts. It also offers a clear overview of our clients' assets, preferences, and projects. This wealth of information enables us to prepare for client meetings efficiently, using accurate and up-to-date data. What sets Abbove apart is its ability to adapt its features to match each client's unique needs, a crucial aspect for a financial institution."
By using Abbove, I obtained a global overview of my assets and got an idea of the value and costs of my inheritance. Thanks to this, I felt prepared to organise my financial future properly.
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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