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.