AI-powered wealth advisory, built on your client's full picture.
Assets held elsewhere, ownership split across usufruct and holdings, gifts made years ago, who inherits what. The family built all of it with their advisor. Today, Mia reads it inside the platform. Soon, the same picture flows into whichever AI you already work in.
Less pain
The picture is scattered. So the prep never ends.
A family's wealth lives in pieces. Across advisors, across systems, in spreadsheets, in institutions you can't see into.Before every meeting, someone rebuilds it by hand, reads back through the documents, and hopes nothing important moved since last time. The hours that should go to advice go to reconstruction.You walk in with half the picture.
More gain
It's not a cleaner version of what you already have. It's the wealth you could never see.
Abbove holds the family's full picture, structured and current, because the family and their advisor built it together. Point the AI at it and the reconstruction disappears. Dense documents, deeds, asset reports, condensed in seconds. Any client readable on demand. An agenda and the key questions shaped around that family's goals, ready before you walk in.You spend the meeting advising, not catching up.
IMMERSIVE & COLLABORATIVE
In the tools you already use.
On data built with the family.
Every access stays named, scoped and permissioned. Open and still governed.
That's what collaborative wealth planning gives you: complete, structured data an AI can actually work with.
And it comes to your team where they already work. Mia lives inside Abbove. The connector brings the same picture into the AI client on the advisor's desk, Claude, Copilot, Mistral, or any LLM you host yourself. You choose the LLM, and change your mind whenever you like. The contract is the connector possibility, not the vendor.
Read & understand
Mia reads documents, summarises them, answers in plain language, and drafts client-ready notes you stay in control of. Through the connector, your structured data is already readable from your AI tools: query the book, filter across clients, read a client in seconds.
Proactive across the book
Abbove starts surfacing what changed and what deserves attention across every client, so the openings find your team, instead of your team going to look for them.
Write & Create
The same connection starts working the other way. Create and update client files straight from the conversation, in natural language, with every change staying in the advisor's hands.
WHY ADVISORS WANT IT
Clarity, speed and the room to anticipate
Efficiency
Automates the repetitive analysis, freeing you for the high-value advice.
Personalisation
Helps deliver tailored insight to every client,
at scale.
Depth
Surfaces patterns and opportunities you might otherwise miss.
Human-first
AI carries the busywork. The judgement, the relationship and the advice stay yours. It strengthens your expertise.
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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