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.
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.
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.
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.
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.
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Abbove covers all stages of wealth planning services
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