Transform client wealth discussions into advisory opportunities
Abbove allows you to convert wealth discussions into advisory missions. Clearly define clients' priorities and develop personalized action plans to ensure the achievement of their goals throughout their lives.
Actively engage your clients in their wealth planning
Facilitate active client participation in their financial planning through dynamic and collaborative conversations.
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.
Identifying client life events
Abbove helps identify and record important client life events, such as marriages, births, retirements, or asset sales, to better understand their needs and anticipate advisory opportunities.
Defining objectives
Abbove enables advisors to work with their clients to identify and structure wealth objectives clearly and in detail. This includes defining short, medium, and long-term goals tailored to specific needs and priorities.
Creating action plans
Abbove offers the creation of personalized action plans to achieve the defined goals. Each plan details specific steps and deadlines to provide a clear and actionable roadmap for clients.
Communication and continuous follow-up
The tool allows real-time tracking of clients' progress towards their goals. Advisors can adjust action plans based on changes in clients' financial or personal situations, ensuring the relevance and effectiveness of strategies.
Serving customers at every stage of their lives
Abbove is the only collaborative platform that enables proactive, ongoing wealth discussions with customers. Redress your relationships with your customers and offer solutions to all their wealth needs throughout their lives.
Understand the customer
Consolidate family, financial and asset information to properly assess the strength of the customer's assets.
Define objectives
Transformez les aspirations du client en missions de conseil et élaborez un plan d'action stratégique.
Recommend solutions
Use financial tools and tax simulators to propose optimal solutions tailored to the customer's needs.
Report & follow up
Implement recommended solutions, hold regular discussions and constantly monitor the customer's wealth situation.
Get a live demo
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