Abbove

Abbove (PaxFamilia) develops a collaborative wealth planning platform uniting advisors, their clients, wealth data and technology in one place.

Abbove’s goal is to help advisors serve their clients with a structured and holistic approach to their wealth. To that end, their wealth management platform helps financial advisors to:

– Understand their clients’ global (wealth) situation. For this, the platform is equipped with structured and detailed inventories in which data about assets, family and marital situation, gifts, financial objectives and wealth-related documents can be stored and organised.

– Serve their clients with the right solutions at the right time with the help of integrated planning tools, such as a financial planning tool, reporting tool and inheritance tax calculator (Belgium only).

– Offer their clients continuous support and a unique client experience. The platform allows advisors to actively engage their clients in their wealth planning by giving them 24/7 access to their wealth data via an intuitive client interface. In addition, the clients can also invite family members or other trusted third parties to access their wealth database and enrich it together.

Have a question regarding Abbove?

Contact Abbove directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Close
Lead Generation - Service Providers

Contact the Abbove team directly for assistance or to arrange a conversation by entering your details below.

Just a few more questions...

Close
Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

Abbove Reviews

Sign in to read or leave reviews for Abbove

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Abbove.

Read Reviews

FAQs

FAQs about Abbove

Q
What is Abbove?
A
Abbove provides a consolidated reporting solution to family offices.
Q
What does Abbove do?
A
Abbove offers a unique, collaborative wealth planning platform that unites advisors, their clients, wealth data, and technology through a single interface.
Q
How does Abbove work?
A
Abbove offers structured and detailed asset inventories where all the data about family assets, wealth structures, gifts, financial objectives and wealth-related documents can be stored and organised in a secure, digital vault. Abbove also features robust integration solutions to existing software through its own API, file integration framework, account aggregation, and file import/export.
Q
How much does Abbove cost?
A
Seat-based or feature-based pricing structure with an average per-annum cost of €15k.