Scale modern and collaborative wealth planning services to high-net-worth clientele
Develop a holistic and family-oriented wealth management offering at the bank level that integrates seamlessly with the bank's systems and processes
Private banks are using Abbove
Enhance your client satisfaction and relationship by offering holistic, family-focused, goal-based wealth planning support.
Digital Transformation
Client Experience and Relationship
Growth in Assets Under Management
Seamless Integration
Key features used by Family Offices
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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