Welcome to a new era of wealth planning
Abbove is a wealth planning engagement platform that empowers wealth advisors to serve their clients with a holistic approach to their wealth.
Offer your clients lifelong support in their wealth management
Understand
Build a 360° view on your clients' complete wealth situation with organised data inventories.
Serve
Detect opportunities to offer your clients the best solutions with powerful estate planning tools.
Follow up
Offer a digital client experience and build a strong relationship of trust through a user-friendly interface.
Why Abbove?
Manage all your client data in one place
Collect all your clients’ wealth data in one secured platform and build a scalable database you can rely on.
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Actively engage your clients in their wealth planning
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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Detect opportunities with powerful wealth planning tools
Make forecasts about your clients’ wealth evolution and inheritance with the help of wealth planning and reporting tools directly connected to your clients' data.
A solution for every financial advisor
Private bank
Serve your clients with a global and structured approach to their wealth.
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Family office
Provide your clients with a turnkey digital family office service and gain in business efficiency.
Find out moreAccounting firm
Prepare your organization’s future by offering new global advisory services to your clients.
Asset manager
Get a complete understanding of your clients' total financial picture and objectives to offer them the best solution.
Find out moreQuestions about Abbove
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 API 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.
Still not convinced?
30.000
families in Europe use Abbove through their advisors to access, monitor and manage their wealth data.
1.000
professionals offer their clients wealth planning assistance and advice through Abbove.
300
financial institutions can be connected to Abbove in order to easily integrate wealth data in the platform.
"Abbove has transformed our work process by centralizing data and providing easy access for our relationship managers and experts. It also offers a clear overview of our clients' assets, preferences, and projects. This wealth of information enables us to prepare for client meetings efficiently, using accurate and up-to-date data. What sets Abbove apart is its ability to adapt its features to match each client's unique needs, a crucial aspect for a financial institution."
“Abbove’s technology helps us to create peace of mind for our clients starting from a good understanding of their wealth. We can advise them across key moments of life when they need to make important decisions for their wealth, for their family situation, and for their life goals”
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