Abbove unites advisors, clients, data and technology for a new wealth planning experience.
Our goal is very simple: to empower advisors to bring peace and tranquility within families.
Too often, the assets of a family are a source of stress for its members. They feel like they are not in control of their assets, they don’t have a global overview of their belongings and they feel insecure about the organization of their inheritance.
In this context, Abbove wants to be a support on which advisors and their clients can comfortably rely to turn the assets from a source of stress into a source of development and peace.
To achieve peace within families, wealth management has to go beyond assets and numbers. It’s the people and the way they relate to each other that matter.
That’s why we develop a collaborative wealth planning platform that connects everyone and everything related to a family’s wealth in one place: the trusted advisor, the family members, the wealth information and the technology that’s needed to best organize and prepare the wealth for the present and future.
We are devoted to the team. We play collectively and row in the same direction to achieve a common goal.
We don’t sit back but get the work done and are always looking ahead.
We take care of each other and are open and understanding towards everyone we encounter on our way.
We create a safe and welcoming environment to make everyone feel at home.
Managing their assets was clearly a source of anxiety:
After countless exchanges with these families, we managed to create the solution they needed, a digital wealth passport, and named it PaxFamilia.
The families recommended the platform to their advisors who were interested in using it for others of their clients as well.
We adapted the platform to meet the needs of these professionals by connecting powerful advisory tools to the digital wealth passport. This way, PaxFamilia became one of the unique wealth planning tools used by both advisors and their clients.
Thanks to a successful banking case with BNP Paribas Fortis, for whom we had been developing PaxFamilia for over four years, and an increasing demand from the private banking sector, we decided to adapt our platform to larger financial institutions.
To better describe this broadened scope, we changed the name of our platform from PaxFamilia to Abbove.