Abbove built the platform to answer clients' estate plan questions by pulling live data across their entire book.

We envision a world where families are empowered to maximize the impact of their wealth. And we believe collaboration, technology and data together have the power to make that happen. We aim to achieve this by giving advisors the means to guide their clients through wealth planning with confidence. Therefore, we build a collaborative wealth planning platform that simplifies, standardised and scale estate planning processes. This enables advisors to proactively partner with their clients to evaluate, optimise and evolve their evolving estate plan. To achieve this goal, the platform helps financial institutions to thoroughly understand their clients’ situation by consolidating wealth information, to offer customized solutions with the help of powerful planning tools and simulators, and to permanently accompany their clients via a digital client interface. As the only platform that connects advisors, the families they guide, their wealth information and specialised technology in one place, Abbove is an indispensable tool for financial institutions that want to lead their wealth management services into a new era of wealth planning.