Support and report throughout the relationship
Abbove's collaborative client-advisor interface allows you to create meeting moments and wealth discussions with the client. Proactively reassess their wealth situation, their objectives, and regularly report to them on the status of their wealth.
Provide your clients with continuous support
Build a lasting relationship. Continuously follow-up on your clients by monitoring the evolution of their assets and communicating with them on a regular basis.
The notification system alerts you to future events related to the client's wealth and cash flow. It ensures that you never miss an opportunity to discuss with the client and suggest the best solutions.
Share information with trusted contacts: notary, lawyer, accountant, or relative. Send them secure access and choose the type of access you grant them. They can simply consult the information or complete it alongside you.
Stay informed of all activities carried out on the platform by various users (colleagues, clients, others) and trace all changes, additions, or deletions of information made by the users.
Benefit from a structured inventory of needs expressed during meetings with the client through the goal directory to address these goals in order of priority and not miss any opportunities.
Store, access, organize, and securely share wealth-related documents via a computer or smartphone camera. Your digital vault guarantees convenience and confidentiality for advisors, the family, and trusted individuals.
Effortlessly generate beautiful personalized reports with your colors and logo by instantly injecting your clients' data into preconfigured templates. The final version follows the rules you set to obtain customized content.
Continuously communicate with the client through the client-advisor interface
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Abbove covers all stages of wealth planning services
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