Swimbird vs Abbove
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Abbove
Category
Consolidated Reporting
Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.
Read moreCompany
Employees
- 20+
Revenue
–
Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
- 11-50
- $2 million
- 2017
- Owned by management
- Key staff also have ownership
- Owned by a larger corporation
- Belgium
- Brussels
- France
- Luxembourg
- Belgium
- Switzerland
- Monaco
- $100 billion+
-
Client
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
- Multi-family offices
- Single family offices
- Multi-family offices
- Asset managers
- Fiduciaries
- 900+ advisors
- 26k+ families (end-users)
Product
Main tasks
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
- Consolidated reporting
- Data aggregation
- Succession simulator
- Data visualisation
- Financial planning simulator
- 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
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Insurances
- Companies
- Liabilities
- GDPR
- Yes
Technology
Type Of Software
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Integrations
–
Mobile App
–
- SaaS
- 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
-
- API
- File integration framework
- Banking aggregation
- File upload
- No