Abbove
LinkedIn : abbove
Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place.
To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels:
To understand their clients’ global (wealth) situation. For this, Abbove’s platform is equipped with structured and detailed inventories in which advisors and their clients can store and organize data about their assets, family and marital situation, gifts, financial objectives, etc. and wealth-related documents.
To serve their clients with the right solutions at the right time with the help of integrated planning tools, such as a financial planning tool and inheritance tax calculator (for Belgium only). These tools are directly connected to the clients’ latest wealth data and allow advisors to make projections about their clients’ wealth evolution and optimal inheritance organization. In addition, advisors can easily communicate their results and findings through custom client reports created with an integrated reporting tool.
To offer their clients continuous support and a unique client experience. The platform’s uniqueness resides in its collaborative character. Advisors can give their clients 24/7 access to their wealth information and can even invite their clients’ family members or other advisors. This way, they can work together on maintaining the wealth information base up-to-date and complete.
In short, Abbove’s solution can be considered as a comprehensive and collaborative wealth planning platform that focuses on improving both advisor efficiency and client experience.
