Expand your advice to all aspects of private and professional wealth

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.