Abbove is a wealth planning engagement platform that empowers wealth advisors
to serve their clients with a holistic approach to their wealth.
Build a 360° view on your clients' complete wealth situation with organised data inventories.
Detect opportunities to offer your clients the best solutions with powerful estate planning tools.
Offer a digital client experience and build a strong relationship of trust through a user-friendly interface.
Collect all your clients’ wealth data in one secured platform and build a scalable database you can rely on.
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Keep your wealth database up-to-date with the help of your clients and give them 24/7 access to their information through a user-friendly interface.
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Make forecasts about your clients’ wealth evolution and inheritance with the help of wealth planning and reporting tools directly connected to your clients' data.
Serve your clients with a global and structured approach to their wealth.
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Provide your clients with a turnkey digital family office service and gain in business efficiency.
Find out morePrepare your organization’s future by offering new global advisory services to your clients.
Get a complete understanding of your clients' total financial picture and objectives to offer them the best solution.
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Yes you can! Abbove is a white label solution that can be perfectly adapted to your own business. This means Abbove will disappear completely to make room for your own brand: it will be your logo and colours that appear on the platform to make sure you can offer your clients a unique and customised digital experience.
Yes, our APIÂ allows you to build powerful integrations between the platform and your own tools. This way you can collect all necessary data in one place and easily get an overall picture of your clients' financial situation.
Abbove allows you to register and monitor every type of asset, from real estate, companies and bank accounts to investments, life insurances and debts.
In less than 24 hours you can use the platform with all of its functions and tools as it's meant to be. All you have to do is complete your client's wealth information and you're good to go!
Abbove is fully compliant with the CSSF Cloud Computing Circular. Get in touch with us to receive all the required documentation prepared by our legal team with the help of a specialised CSSF consultant.
families in Europe use Abbove through their advisors to access, monitor and manage their wealth data.
professionals offer their clients wealth planning assistance and advice through Abbove.
financial institutions can be connected to Abbove in order to easily integrate wealth data in the platform.
Thanks to PaxFamilia, we can put wealth management assistance for our clients at the heart of our offer.
By using Abbove, I obtained a global overview of my assets and got an idea of the value and costs of my inheritance. Thanks to this, I felt prepared to organise my financial future properly.
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