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.

Distributed to 32K+ families by 1000+ advisors
Already hundreds of advisors are innovating
BNP Paribas
Deutsche Bank
BNP Paribas
Deutsche Bank

Offer your clients lifelong support in their wealth management


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

Find out more


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

Find out more

Follow up

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

Find out more

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.

Find out more

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.

Find out more

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.

Find out more
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.

Find out more
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?

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?

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?

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?

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?

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?


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.

"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”

Get a live demo

Interested in knowing more? Leave your name and email below and we’ll get in touch with you as soon as possible.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.