Define Goals

Transform client wealth discussions into advisory opportunities

Abbove allows you to convert wealth discussions into advisory missions. Clearly define clients' priorities and develop personalized action plans to ensure the achievement of their goals throughout their lives.

A collaborative wealth planning tool displaying a timeline of life milestones from 2020 to 2060. The timeline shows icons for Wedding in 2020, House purchase, and Retirement in 2050. Below the timeline, a 'Goals' section presents progress bars for various financial objectives, illustrating the tool's ability to track and plan for multiple long-term financial goals simultaneously.
Trusted by over 1000 wealth advisors and 33.000 families in Europe
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly
BNP Paribas
Deutsche Bank
Deloitte
VGD
Puilaetco
Bakertilly

Actively engage your clients in their wealth planning

Facilitate active client participation in their financial planning through dynamic and collaborative conversations.

A timeline with key life events marked. It starts in 2020 with a wedding (pink heart icon), then a house in green, followed by retirement in 2060 (yellow cocktail icon). This illustrates how a collaborative wealth planning tool can help visualize long-term goals.
Identifying client life events

Abbove helps identify and record important client life events, such as marriages, births, retirements, or asset sales, to better understand their needs and anticipate advisory opportunities.

A line graph showing financial projections with icons for potential expenses like a house, car, and leisure activities. The blue line represents projected wealth accumulation, with a peak around the time of house purchase. This is a visual representation of how a collaborative wealth planning tool helps model financial outcomes.
Defining objectives

Abbove enables advisors to work with their clients to identify and structure wealth objectives clearly and in detail. This includes defining short, medium, and long-term goals tailored to specific needs and priorities.

An action plan with two columns of tasks and checkboxes. Each column has icons representing different milestones followed by a checklist of action items, representing users can share responsibilities through the wealth planning tool.
Creating action plans

Abbove offers the creation of personalized action plans to achieve the defined goals. Each plan details specific steps and deadlines to provide a clear and actionable roadmap for clients.

Illustration of a  'Goals' page containing a table listing different goals represented by colored bars. One of the columns represents the progress towards each goal, illustrating how a collaborative wealth planning tool can track progress and keep users aligned.
Communication and continuous follow-up

The tool allows real-time tracking of clients' progress towards their goals. Advisors can adjust action plans based on changes in clients' financial or personal situations, ensuring the relevance and effectiveness of strategies.

Let’s talk?

Let's take 10 or 30 minutes to go through the platform together at a time that suits you!
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Abbove covers all stages of wealth planning services

Understand your client
Consolidate family, financial, and wealth information to properly assess the client's wealth robustness.
Define objectives
Transform the client's aspirations into advisory missions and develop a strategic action plan.
Recommend solutions
Use financial tools and tax simulators to propose optimal solutions tailored to the client's needs.
Report and follow-up
Implement recommended solutions, maintain regular discussions, and continuously monitor the client's wealth situation.

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A financial projection chart visually representing the financial journey of John Smith and Jane Doe from 2021 to 2045. The graph features a smooth blue line indicating growth, with a dip highlighted in pink around 2039, showcasing potential financial fluctuations. Below, a circular chart illustrates data distribution with color-coded sections.
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