Gain a deep insight into the client's wealth
Abbove's client-advisor wealth engagement interface facilitates information gathering and allows for a complete understanding of clients' wealth, including the most complex aspects, by translating them into a reliable, detailed, and structured database.
Manage all your client data in one place
Collect all your client data in structured inventories and always have the right information at hand. Develop a clear picture of their overall wealth situation and build a database you can rely on.
Map all individuals related to the client's wealth in a clear family tree structure. Specify the client's and their spouse's matrimonial context to accurately assess their wealth according to applicable laws.
Inventory, map, and detail your client's types of assets. Whether it is real estate, companies, accounts, investments, private equity, life insurance policies, or loans and debts, record their value, owner(s), related cash flows, and other asset-specific information.
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.
Create a documented inventory of donations and other financial aids within the family. Index the value of each transaction and compare their current values for complete transparency among family members.
Upload and organize all documents related to your clients' wealth in a secure digital vault. Share them with your clients, colleagues, or other trusted individuals.
Collaborate with trusted third parties, such as your colleagues, external advisors, the client, or their family members to enrich the information base. All activities are tracked and recorded for perfect and secure traceability of exchanges.
Use the client-advisor interface to collect data
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Seamlessly integrate Abbove with your current tech stack
There are various ways to connect Abbove to your other data sources. Together, we will define the solution that best meets your needs.
Thanks to our API, robust integrations can be made to have your information systems communicate automatically with Abbove.
With this custom technology, we allow any of your systems to automatically exchange data files with Abbove in a quick and effective way.
You can easily import and export external Excel files from and to Abbove to automatically update your clients' asset data on the platform.
Your clients can easily connect their financial institutions to Abbove so you can rely on real-time account data at all times.
Bank aggregation services
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 covers all stages of wealth planning services
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