Abbove

Abbove is a comprehensive collaborative wealth planning platform that enhances the advisory capabilities of wealth advisors, accountants, family offices, and private banks. It is designed to help financial professionals gain a detailed understanding of their clients' wealth and define their financial goals. The platform integrates data from over 300 financial institutions, ensuring a holistic view of clients' financial situations.

Key functionalities of Abbove include:
- Client-Advisor Interface: Facilitates interactive discussions between advisors and clients, allowing for a thorough examination of wealth structures and goals.
- Document Vault: Provides secure management and storage of important client documents.
- Financial Simulators: Offers tools for running various financial scenarios and simulations to better understand potential outcomes.
- Smart Report Generation: Automates the creation of tailored reports to communicate financial strategies and insights effectively.

Abbove addresses the challenges faced by wealth management professionals by promoting continuous engagement with clients, thereby increasing satisfaction and loyalty. The platform is recognized for its innovative approach in the wealth management sector, having won multiple awards for its tools and services. With over 1,000 wealth advisors and 33,000 families relying on its services across Europe, Abbove aims to provide a robust solution for effective wealth management throughout different stages of life.