🎉 NEWS: PaxFamilia becomes Abbove.
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Welcome to a new era of wealth planning

An all-in-one wealth planning platform that empowers financial advisors to serve their clients with a holistic approach to their wealth.

Distributed to 24K+ families by 900+ advisors
Already hundreds of advisors are innovating
Quaestor
BNP Paribas
Deutsche Bank
Deloitte
VGD
Titeca
Puilaetco
Bakertilly
Quaestor
BNP Paribas
Deutsche Bank
Deloitte
VGD
Titeca
Puilaetco
Bakertilly
Already hundreds of advisors are innovating
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly

Offer your clients lifelong support
in their wealth management

Understand

Build a 360° view on your clients' complete wealth situation with organised data inventories.

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Serve

Detect opportunities to offer your clients the best solutions with powerful estate planning tools.

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Follow up

Offer a digital client experience and build a strong relationship of trust through a user-friendly interface.

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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.

Download a case study
Get an integrated solution
Detect beneficial opportunities
Offer a digital client experience
Ensure advice accuracy and work efficiency

Family office

Provide your clients with a turnkey digital family office service and gain in business efficiency.

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Up-to-date and reliable data
24/7 accessible client interface
Interactive structure diagrams
Cashflow projections and financial scenarios

Accounting firm

Prepare your organization’s future by offering new global advisory services to your clients.

Digital document safe
24/7 accessible client interface
User-friendly estate planning tools
Custom client reports

Asset manager

Get a complete understanding of your clients' total financial picture and objectives to offer them the best solution.

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Aggregate your client’s global wealth
Connect with your portfolio Management System
Monitor financial objectives
Create custom client reports

Questions about Abbove

Can I get the platform in my own brand colours?
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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.

Can I connect the platform to my own data and tools?
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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.

Which assets does the platform support?
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Abbove allows you to register and monitor every type of asset, from real estate, companies and bank accounts to investments, life insurances and debts.

How long does it take before I can fully use the platform?
Expand

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!

Can Abbove be contracted in Luxemburg?
Expand

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?

24.086

families in Europe use Abbove through their advisors to access, monitor and manage their wealth data.

905

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.

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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