Scale your advisory capabilities with Mia, Abbove’s AI-powered wealth planning assistant
Ask Mia. Reveal insights. Transform client conversations.
Leveraging AI technology to enhance your wealth planning practice
Document summary
Transform complex acts, reports, and financial documents into clear, concise summaries.
Mia eliminates hours of tedious reading by highlighting the essentials — giving you an instant grasp of the key points that matter for advisory.
Data extraction
Identify and capture the right information from any document — purchase acts, company files, financial statements, etc. — and enrich your client’s wealth data model effortlessly.
All data is presented with clarity to empower your analysis and enhance your planning.
Queries & Insights
Go beyond summaries and unlock insights hidden in complex wealth documents. Whether you need highlights from a report, the implications of a donation act, or insights for succession planning, Mia supports you with useful answers and helps broaden your advisory perspective.
Why advisors want Mia
Mia delivers all three:
Why Mia is the safer,
smarter choice
Mia combines both — ensuring every interaction is protected and effortless.
FAQ
No, Mia is included in your existing plan. However, please note that AI usage is subject to a usage limit. Within this limit, you can freely enjoy all the features of Mia’s chatbot, at no additional cost.
No, Abbove never uses customer data to train Mia. The AI simply processes the documents you provide, interprets their content, and generates insights or suggestions. Your data remains secure and is only used to answer your queries — not to improve or retrain our models.
No, the data processed by Mia remain within our infrastructure.
The data is stored securely, in line with our internal retention and protection policies. We apply strict security standards to ensure its integrity and confidentiality.
Our priority is to create a solution that protects the sensitive data of families and advisors. By keeping all data in the EU and strictly complying with GDPR, we place security and trust at the heart of our approach.
Serving customers at every stage of their lives
Abbove is the only collaborative platform that enables proactive, ongoing wealth discussions with customers. Redress your relationships with your customers and offer solutions to all their wealth needs throughout their lives.
Understand the customer
Consolidate family, financial and asset information to properly assess the strength of the customer's assets.
Define objectives
Transformez les aspirations du client en missions de conseil et élaborez un plan d'action stratégique.
Recommend solutions
Use financial tools and tax simulators to propose optimal solutions tailored to the customer's needs.
Report & follow up
Implement recommended solutions, hold regular discussions and constantly monitor the customer's wealth situation.
Get a live demo
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