Abbove SA

Presentation

Managing family wealth is complex, often requiring multiple tools, advisors, and sources of information. Abbove simplifies and enhances the wealth management process by consolidating all wealth-related data into a single, structured platform. This allows advisors and clients to collaborate efficiently, transforming wealth discussions into actionable strategies. By offering an intuitive, digital-first experience, Abbove eliminates fragmented communication, improves transparency, and ensures that financial planning remains a proactive, ongoing process.

Trusted by 1,100+ advisors from institutions such as Deutsche Bank, BNP Paribas Fortis, Quintet Private Bank Group, Family Offices and Accountancy firms (In-Extenso, VGD, Titeca, Baker Tilly, Deloitte, Van Havermaet, etc.).

What makes the solution unique

Abbove differentiates itself with a holistic approach, family-centric design, and collaborative model, integrating family members and trusted advisors in one ecosystem for structured wealth management and succession planning.

Benefits for customers (financial and/or non-financial)

• 360° wealth visibility – Consolidate and structure all financial data in one secure platform
• Strengthened client-advisor relationships – Enable real-time collaboration, ensuring proactive and meaningful discussions.
• Holistic wealth planning – Incorporate not only financial assets but also succession, tax, and estate planning.
• Security & compliance – Certified with ISO 27001, GDPR, and SOC 24/7 standards for data protection.
• Scalability – Adaptable to accountants, family offices, financial advisors, and private banks, ensuring relevance across all client types.

Technology used

• Distributed as a SaaS (Software-as-a-Service) platform
• Certified and compliant with ISO 27001, ISAE 3000 Type 2, SOC 24-7, GDPR, CSRD
• Can be integrated within banking ecosystems in less than six months