Support and report throughout the relationship
Abbove's collaborative client-advisor interface allows you to create meeting moments and wealth discussions with the client. Proactively reassess their wealth situation, their objectives, and regularly report to them on the status of their wealth.
Provide your clients with continuous support
Build a lasting relationship. Continuously follow-up on your clients by monitoring the evolution of their assets and communicating with them on a regular basis.
Generate branded, tailored reports for each client.
Stay informed of key changes and upcoming actions.
Track all actions and interactions over time.
Easily share relevant information with family members or external partners.
Wealth alerts & notifications
The notification system alerts you to future events related to the client's wealth and cash flow. It ensures that you never miss an opportunity to discuss with the client and suggest the best solutions.
Secure third-party access management
Share information with trusted contacts: notary, lawyer, accountant, or relative. Send them secure access and choose the type of access you grant them. They can simply consult the information or complete it alongside you.
Activity log book
Stay informed of all activities carried out on the platform by various users (colleagues, clients, others) and trace all changes, additions, or deletions of information made by the users.
Objectives registry
Benefit from a structured inventory of needs expressed during meetings with the client through the goal directory to address these goals in order of priority and not miss any opportunities.
Document exchange and storage
Store, access, organize, and securely share wealth-related documents via a computer or smartphone camera. Your digital vault guarantees convenience and confidentiality for advisors, the family, and trusted individuals.
Custom wealth reports
Effortlessly generate beautiful personalized reports with your colors and logo by instantly injecting your clients' data into preconfigured templates. The final version follows the rules you set to obtain customized content.
Continuously communicate with the client through the client-advisor interface
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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