Your clients'data gathered for you.
Custodian banks, current accounts, life-insurance contracts, CRMs, your own spreadsheets , Abbove pulls them into one verified, normalised view of every client's wealth. Less time gathering data, more time advising on it.
Portfolios, updated automatically.
A verified, normalised view of every investment portfolio and life-insurance contract your clients hold. Reconciled and harmonised before it reaches the platform.
Bank accounts, always current.
Your clients connect their accounts in a few taps through Powens, our PSD2-regulated aggregation partner. The estate inventory updates the same second they trigger a sync.
WHY WE BUILT IT
You shouldn't spend more hours gathering data than advising on it.
There are different ways to connect Abbove to your other data sources. Together we will define the solution that’s best adapted to your needs.
Three signals you'd otherwise miss.
Current accounts are where every flow passes through. Plug them in and they surface intelligence your advisors can act on this week.
Detect opportunities
A client receives a year-end bonus or an inheritance, you see it arrive in real time. Act before the cash sits idle in a current account.
Spot dormant cash
Cash sitting uninvested? Flag it. Propose an investment plan, a savings product, or a reallocation. Money that works earns more than money that waits.
Track leakage
See where cash flows out to other institutions. Understand which competitors are capturing your clients' attention, and where advice is being lost.
True returns. Not start-vs-end estimates.
YTD and historical performance are calculated with actual entries and exits factored in, using a harmonised method across every source, so the number your client sees is the number that holds up in conversation.
Financial institutions
Connect the platform to over 300 financial institutions to facilitate the implementation of your client’s wealth information in the data inventories.
Public
databases
Connect the platform to public databases such as OpenCorporates to help you integrate efficiently all asset-related data of your clients.
Local databases and tools
Leverage our API and data management tools to build robust integrations between the platform and your own data systems.
Abbove API
Thanks to our API, robust integrations can be made to have your information systems communicate automatically with Abbove.
File Integration Framework
With this custom technology, we allow any of your systems to automatically exchange data files with Abbove in a quick and effective way.
File import & export
You can easily import and export external Excel files from and to Abbove to automatically update your clients' asset data on the platform.
How it works
There are different ways to connect Abbove to your other data sources. Together we will define the solution that’s best adapted to your needs.
