Propose financial solutions aligned with clients' overall context and objectives
Abbove empowers you to understand the complete financial situation of your clients, offer solutions tailored to their aspirations, and be at the forefront of developing their wealth strategy.
Financial advisors are using Abbove
Enhance your client satisfaction and relationship by offering holistic, family-focused, goal-based wealth planning support.
Serve every client at every stage of life
Abbove is the only collaborative wealth planning platform that allows you to create proactive and continuous wealth discussions with your clients, thereby strengthening your relationship by offering solutions tailored to their needs throughout their lives.
The client-advisor interface provides a complete and dynamic overview of the client's net wealth. It groups all types of assets and debts to develop wealth strategies and recommendations based on a comprehensive understanding.
Automatically generate dynamic wealth structure charts based on client data. Each element of the chart is clickable, allowing you to navigate through all levels of ownership. You can visualize the structure from any angle—individual, corporate, or asset; Abbove automatically generates the corresponding chart.
Store, access, organize, and securely share documents via a computer or smartphone camera. The digital safe ensures convenience and confidentiality for advisors, families, and trusted individuals.
The Objectives and Action Plan feature allows you to capture and formalize client requests during discussions, turning them into concrete goals and action plans. Wealth advisors ensure no opportunity is missed, providing continuous support to the client.
Abbove's financial and estate simulation tools automatically use data from the client's wealth overview. This allows calculations to be based on complete and reliable data, while easily creating scenarios to propose the best solutions to clients.
Effortlessly generate beautiful personalized reports with your colors and logo by instantly populating client data into preconfigured templates. The content of the reports adapts to the rules you set for custom content.
The notification system alerts you to upcoming events related to your client's wealth and cash flow, ensuring you never miss an opportunity to proactively discuss with the client and offer the best solutions.
Share information with trusted contacts. With the client's agreement, send them secure access and choose the type of access granted (read-only or modification rights). All activities are tracked for perfect traceability.
Key features used by accountants
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Abbove is connected to the entire wealth management ecosystem
By connecting with multiple data sources, we are able to collect all your clients’ wealth data in one place to provide you with a global client picture.
Financial institutions
Connect the platform to over 300 financial institutions to facilitate the implementation of your client’s wealth information in the data inventories.
Public
databases
Connect the platform to public databases such as OpenCorporates to help you integrate efficiently all asset-related data of your clients.
Local databases and tools
Leverage our API and data management tools to build robust integrations between the platform and your own data systems.
“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.”
Abbove covers all stages of wealth planning services
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