Propose solutions that meet client aspirations
Abbove offers a suite of wealth management tools, including financial, tax, and estate planning simulators, directly powered by clients' wealth databases.
Actively engage your clients in their wealth planning
Facilitate active client participation in their financial planning through dynamic and collaborative conversations.
Model future cash flows, run financial scenarios, and assess their impact over time.
Create inheritance simulations and analyze estate implications with precision.
Connect your client data to your preferred expert tools (PMS, tax software, etc.) for seamless advice delivery.
Monitoring and balancing donations and financial aids
The inventory and balancing tool for donations and financial aids allows you to create a documented inventory of donations and other financial aids within the family. Index the value of each transaction and compare their updated values for complete transparency and possible rebalancing among family members.
Financial simulation and cash flow projection tool
The cash flow projection tool offers a comprehensive view of incoming and outgoing financial flows over the coming years. It helps identify cash deficits and surpluses based on purchase/sale scenarios and yield fluctuations of the client's various assets. Discover the impact of future actions (purchases, sales, donations, inheritances, etc.) on the client's wealth and lifestyle.
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.
Inheritance calculation tools
The inheritance simulation tools offered by Abbove are automatically fed by data from the wealth overview. This allows calculations and scenarios to be based on complete, reliable, and up-to-date data to propose the best solutions to clients. The inheritance simulators cover Belgian and French jurisdictions.
Custom report generator
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. Reports can be delivered in PDF format or shared online at your choice.
Explore Abbove integrations and further enhance your advisory experience
Portfolio management and consolidation tool
The portfolio management and consolidation tools connected to Abbove allow you to manage, track, and consolidate your clients' financial investments.
Income tax calculation (FR)
Calculation of the annual tax payable on income generated in France.
Real estate wealth tax (IFI)
The Simulabox tax simulation tool connected to Abbove allows you to calculate the real estate wealth tax held in France.
Open infrastructure to all your business tools
Connect all the expertise tools you already use to the platform: CRM, Private Equity, Real Estate, and many more.
Build your ecosystem around the Abbove wealth data model
Abbove connects all your tools around a complete and reliable wealth data model to facilitate your advisory services.
The link between your professional tools' data
Modular solution ecosystem
A combination of à la carte solutions that cover your business needs.
Central point of structured wealth data
Centralized and standardized wealth data navigation between your management tools.
Coherent customer experience
Convergence of your efforts and advice towards a complete and continuous customer experience.
Tailored client support and services
Customized wealth solutions for your clients.
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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