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.

Close

Contact Abbove

Enter your details and we will connect you.

Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Abbove apart?

"We are developing a wealth planning technology that helps financial institutions provide holistic wealth management services: from fully understanding clients' global situation to delivering the best solutions based on their personal needs and ensuring a digital and interactive customer experience."
Guillaume Desclée

Product

Get an overview of what this software does.

Main tasks

  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator

Top features

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • SaaS

Security

  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports

Integrations

  • API
  • File integration framework
  • Banking aggregation
  • File upload

Mobile App

  • No

Type of data

  • Holding level

Accuracy

  • ISO 27001 certified 2021
  • CSSF SaaS provider
  • Frequent penetration tests
  • Third party security
  • Assessment reports

Custodians

  • 300+

Multi-currency

  • Multiple base currencies

Cost structure

  • Feature based
  • Seat based

Average cost p.a.

  • €15k
abbove paxfamilia

Category

Consolidated Reporting

Country

Belgium

Visit website
PaxFamilia Guillaume

Guillaume Desclée

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 11-50

Revenue

  • $2 million

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation

Incorporated

  • Belgium

Locations

  • Brussels

Top 5 Markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco

Total AUM

  • $100 billion+

Focus

  • Multi-family offices

Serves also

  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries

Number

  • 900+ advisors
  • 26k+ families (end-users)

BNP Paribas Fortis
Deloitte
VGD
Van Havermaet
MyFamilyOffice
Pulse Neo Family Office
Baker Tilly

Request References

What Abbove's clients say?

"Abbove is a major innovation in the world of Wealth Management."
Stephane Vermeire, General Manager Private Banking and Wealth Management at BNP Paribas Fortis.

Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
In person on site support
24/7 accessible knowledge base

Pricing of support

Based on SLA
On use basis
Free support

Customisation

User interface
Reports templates
Activated planning tools

Bespoke development

Connections to existing systems

We also reviewed some other Consolidated Reporting Providers

archlab

Arch

Data Aggregation

United States of America

Betterment, family office software, portfolio management software, consolidated reporting software

Betterment

Consolidated Reporting

United States of America

Coryx, family office software, portfolio management software, consolidated reporting software

CORYX

Portfolio Management

Germany

ethic

Ethic

Impact & ESG

United States of America

impak finance

Impak

Rating Agency

Canada

performativ

Performativ

Portfolio Management

Denmark

Private Wealth Systems

Private Wealth Systems

Consolidated Reporting

United States of America

nasdaq

Nasdaq Asset Owner Solutions

Portfolio Management

United States of America

finartis, family office software, portfolio management software, consolidated reporting software

Finartis

Consolidated Reporting

Switzerland

FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Portfolio Management

Finland

escali-logo

Escali

Consolidated Reporting

Norway

Ruby Logo

Ruby

Portfolio Management

United States of America

Simple solutions for complex times.