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At Abbove, we believe that wealth and estate planning shouldn’t be fragmented or reactive. It should be connected, proactive, and intelligent. That’s why 2025 started off with ambition—and delivery.
From expanding mobile capabilities to integrating legal rule changes and launching smarter advisor-client communication tools, the first quarter of the year brought major enhancements to the Abbove platform.
Here’s a look at what’s new, what’s next, and how we’re helping you deliver more value to your clients.
📱 Your Platform, Now Smarter and More Connected
Mobile Value History
Access to historical asset data is now fully available on mobile. Whether clients are reviewing a property, a portfolio, or other key holdings, they can do so directly from their smartphones—with the same clarity they’re used to on desktop.
Real-Time Notifications
We’ve launched both in-app and email notifications to enhance collaboration between advisors and clients. From document sharing to simulation updates, staying aligned has never been easier.
Improved Graphs and Reporting
We’ve refined how data is visualised—cleaner charts, clearer exports, and faster performance when navigating asset sheets. Because insight should never be slowed down by interface friction.
Why it matters: Empower clients with real-time, transparent access to their full asset evolution—anytime, anywhere.
⚖️ Stay Ahead of Legal and Regulatory Change
Flanders Donation Rules Update
Starting 1 January 2025, the période suspecte for unregistered donations in Belgium has increased from 3 to 5 years. Abbove now automatically reflects this change across:
• Donation analysis charts
• Inheritance simulation tools
2028 Succession Simulation Warnings
Our simulators now flag any projections involving rules set to change in 2028, helping Belgian advisors avoid misleading forecasts.
Why it matters: Regulatory compliance is automatic—not an afterthought. Your advice stays accurate and future-proofed.
📊 Smoother Reporting and Interface Improvements
We’ve made meaningful upgrades that impact your day-to-day usage:
• Faster report performance for asset sheets
• Improved PDF export quality for client reports
• Ability to aggregate portfolio lines via Powens
• Clearer chart visuals for faster interpretation
• Support for Fonds en euros in French life insurance contracts
Why it matters: Deliver more polished, reliable reporting with fewer manual adjustments—your team saves time, and your clients get clarity.
💼 Banking Aggregation: Transparent Currency Display
You can now view the original currency of underlying banking positions—especially useful for multi-currency portfolios.
Why it matters: Ensure transparency and precision when presenting cross-border wealth structures.
🔗 Smarter Simulations with Simulabox (France)
We deepened our integration with Simulabox, enabling French professionals to automatically generate:
• Donation and succession simulations
• IR (impôt sur le revenu) and IFI (impôt sur la fortune immobilière) estimates
• Comprehensive fiscal views using centralized Abbove dat
👉 Missed the webinar? Request the replay here
🌍 We’re Present—And Recognised—Across the Industry
In just the first quarter of 2025, Abbove has been named:
• 🏆 Western Europe’s Best Technology Provider – Euromoney
• 🏆 NextGen Award Winner – HubFinance
• 🏆 Best Private Banking Solutions Provider – Global Private Banker
• 🏆 Featured in WealthTech 100 (4 years in a row) - Fintech Global
We met many of you this quarter—and we’re just getting started. Upcoming events include:
• Forum Gestion Privée – 29 April, Paris
• Patrimonia Special Edition – 19 June, Paris
• Sommet du patrimoine & de la performance – Décideurs – 9 July, Paris
These aren’t just industry dates. They’re opportunities to meet, share, and collaborate—face-to-face.
Want to connect in person? Book a time with Arnaud Parmentier
Let us show you how modern wealth planning should work.
Trusted by leading family offices, lawyers, estate planners, and financial advisors across Europe. Discover what’s possible with Abbove.
