For Family Offices

Engage your clients and the next generations

Abbove is the collaborative wealth platform that allows family officers to engage their clients and the new generations in a more interactive and modern approach.

Diagram of a collaborative wealth planning tool, displaying a central workflow chart with financial icons and connected user profiles, emphasizing the collaborative aspect of the tool.
Trusted by over 1000 wealth advisors and 33.000 families in Europe
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly

Family offices are using Abbove

Enhance your client satisfaction and relationship by offering holistic, family-focused, goal-based wealth planning support.

Designed to track complex wealth structures
Accurately visualize the details of the most complex wealth structures.
Modern and family-oriented interface
Engage the client, their spouse, and the next generations in a collective wealth dialogue.
Personalized reports
Easily create personalized and high-quality wealth reports.
Connection with wealth management and advisory tools
Connect Abbove with portfolio and diversified asset management tools according to your needs.

Serve every client at every stage of life

Abbove is the only collaborative wealth planning platform that allows you to create proactive and continuous wealth discussions with your clients, thereby strengthening your relationship by offering solutions tailored to their needs throughout their lives.

Infographic illustrating the key features of a collaborative wealth planning tool by Abbove. The diagram is divided into four sections: 'Understanding the client' with visuals of estate inventory and family tree charts; 'Defining goals' with a goals dashboard; 'Recommending solutions' with financial tools and tax simulators; and 'Reporting and follow-up' with performance reports and data charts. The central focus is the Abbove logo, connecting all sections to emphasize a holistic approach to wealth management.

Key features used by Family offices

Graphic representation of a comprehensive wealth management tool, featuring a clear display of total asset value and an organized layout for managing assets and liabilities.
Client-Advisor Interface & Wealth Overview

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.

Illustrative diagram from a collaborative wealth planning tool showing a wealth structure chart with a central node connected to various asset categories including homes, savings, investments, and insurance, depicted with intuitive icons and a clean, modern design ideal for financial planning
Interactive wealth structure charts

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.

An illustration depicting a collaborative wealth planning tool's digital vault and document upload features. The digital vault section shows icons representing various file formats like PDF, XLS, DOC, and JPG. The upload document section has a large blue plus icon for adding files and a pink upload arrow icon. This collaborative tool allows securely storing and sharing important financial documents for comprehensive wealth management.
Document vault

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.

A collaborative wealth planning tool interface showcasing a timeline with key life events like wedding, buying a house, and retirement, along with progress bars indicating goal completion for each stage.
Objectives and Action Plan

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.

Two charts visualizing financial data from a collaborative wealth planning tool. The first chart shows the 'Evolution of cash flow' with a line graph indicating an initial increase followed by a decrease. Icons for a house, car, and cocktail glass mark points along the graph. The second chart displays 'Wealth evolution' with stacked bar graphs showing growth over time.
Financial, Estate, and Tax Simulators

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.

Interface of a collaborative wealth planning tool displaying a customizable rules section. The screen shows a question 'Are you married?' with conditional logic options. A large document preview on the left contains placeholder text and a blue pie chart, illustrating the tool's ability to generate personalized financial reports based on user inputs.
Smart Report Generation Engine

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.

A collaborative wealth planning tool interface showing an activity feed. The screen displays a white card with 'Activity' at the top, followed by a list of five items. Each item is represented by distinctive icons, such as a building for real estate and a piggy bank for savings, emphasizing an organized approach to managing financial activities. A large red bell icon for notifications is visible in the top right corner.
Notifications & Alerts

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.

A visual representation of a collaborative wealth planning tool's activity log, showing a user named Sam Doe with read-only access and a green join button.
Third-Party Access Management

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.

Let's talk?

Let's take 10 or 30 minutes to go through the platform together at a time that suits you!
Schedule a meeting

Abbove is connected to the entire wealth management ecosystem

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.

300

Financial institutions

Connect the platform to over 300 financial institutions to facilitate the implementation of your client’s wealth information in the data inventories.

Unlimited

Public
databases

Connect the platform to public databases such as OpenCorporates to help you integrate efficiently all asset-related data of your clients.

Unlimited

Local databases and tools

Leverage our API and data management tools to build robust integrations between the platform and your own data systems.

"Abbove is central to what we do to serve our clients. It helps us gain a clear understanding of the complexity of their wealth, assists us in creating tailor-made reports, and supports us in managing compliance reporting. Additionally, we use it to securely exchange confidential information with our families."

Katia Jaggi Maloubier
Katia Jaggi Maloubier
Family Officer & Associated Director at JADEN family office

Abbove covers all stages of wealth planning services

Understand your client
Consolidate family, financial, and wealth information to properly assess the client's wealth robustness.
Define objectives
Transform the client's aspirations into advisory missions and develop a strategic action plan.
Recommend solutions
Use financial tools and tax simulators to propose optimal solutions tailored to the client's needs.
Report and follow-up
Implement recommended solutions, maintain regular discussions, and continuously monitor the client's wealth situation.

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A financial projection chart visually representing the financial journey of John Smith and Jane Doe from 2021 to 2045. The graph features a smooth blue line indicating growth, with a dip highlighted in pink around 2039, showcasing potential financial fluctuations. Below, a circular chart illustrates data distribution with color-coded sections.
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