Overview
Abbove enables advisors to engage clients and their families around a clear, structured view of their wealth to spark meaningful conversations, define goals, and guide decisions across generations. The platform serves accountancy firms, family offices, financial advisors, and private banks with features for understanding clients, defining goals, advising, and follow-up.
Key people
In the news
- 𝗪𝗵𝗲𝗻 𝗮 𝗰𝗼𝘂𝗽𝗹𝗲 𝗱𝗶𝘃𝗼𝗿𝗰𝗲𝘀, 𝗼𝗻𝗲 𝗰𝗹𝗶𝗲𝗻𝘁 𝗳𝗶𝗹𝗲 𝗵𝗮𝘀 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗲 𝘁𝘄𝗼. Two, of course, only if you kept both of them. That takes skill, trust, and a bit of diplomacy. We're quietly rooting for every advisor on that one. The less glamorous question is the practical one: how do you split one complete client file cleanly in two, without starting either from scratch? In Abbove, that's a few clicks. And it's one of many life moments we've kept building around these past months, together with the
- See you at Patrimonia Lyon, stand B33. On 30 September and 1 October, we'll be at the Centre de Congrès in Lyon. Two days to talk with the advisors who support their clients day to day, and to show them where the platform stands today. At the stand, you'll find our two A's: Arnaud Parmentier, who many of you already know, and Arnaud Hansen, our new Customer Success & Client Delivery Manager. It's his first Patrimonia representing Abbove, so give him a warm welcome. 👏 Frédéric Lucet will be joining us too, to continue the
- Our latest webinar found its audience. 🌟 So we turned it into something you can keep, annotate and share: a white paper. It covers every angle of family business transmission. 5 post-war generations, 5 different relationships to the same wealth and what it means for advisors sitting across from three generations at the same table. Read it when you're ready: Download the white paper in the comments 👇 A white paper possible thanks to Valérie Denis, Arnaud Parmentier & Frédéric Lucet 🙏 #WealthPlanning #FamilyBusiness #Abbove
- Imagine asking your client book a question, in plain words, and getting the answer in seconds. ⏱️ "Which families haven't reviewed their estate plan in two years?" "Who holds more than 30% of their wealth in a single asset?" "Which clients are approaching a donation threshold?" Today an advisor answers these by digging through files, one client at a time, if they answer them at all. Most of the time the question never gets asked. 𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗲𝗿𝗲 𝗴𝗼𝗼𝗱 𝗮𝗱𝘃𝗶𝗰𝗲 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝗴𝗼𝗲𝘀 𝗺𝗶𝘀𝘀𝗶𝗻𝗴. We built Abbove
- 𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗴𝗲𝘁 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘁𝗼 𝘁𝗿𝘂𝗹𝘆 𝗴𝗿𝗮𝘀𝗽 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗳 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗼𝗻 𝘁𝗵𝗲𝗶𝗿 𝘄𝗲𝗮𝗹𝘁𝗵? For Jan Vercruysse and Dominique Haelewyn at Titeca Pro Accountants & Experts, the secret is creating a visual "𝘀𝗵𝗼𝗰𝗸 𝗲𝗳𝗳𝗲𝗰𝘁". By using Abbove to show clients a 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲, 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘀𝗻𝗮𝗽𝘀𝗵𝗼𝘁 𝗼𝗳 𝘁𝗵𝗲𝗶𝗿 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗮𝘀𝘀𝗲𝘁𝘀 and simulating exactly what happens if they do nothing, they turn abstract numbers into urgent, actionable
- Your clients carry their whole wealth in their pocket. We put their full mobile view on one page: where they follow their wealth as it evolves and how they add a document just by taking a photo of it. So when a client reaches out about a change in their wealth, you're right there with them. Take the tour 👇
- A new face is joining the team, and our clients are the ones who'll feel it first. Say hello to Arnaud Hansen, our new Customer Success Manager. 🤝 After more than 5 years in the banking sector, where he built real expertise in digital applications for private banking. He knows the advisor's world from the inside and he knows what good client service actually feels like. That's the heart of this role: making sure every advisor and family using Abbove gets more from the platform, and always has someone in their corner. The whole
- Will AI replace the wealth advisor? No. But it'll quietly hand you back the part of your week you can't stand. The hours lost reading deeds, re-keying figures, rebuilding a family's whole wealth picture by hand. None of that is why you got into this. The families, the awkward conversations, the decisions people have dodged for years, that's 𝘁𝗵𝗲 𝗽𝗮𝗿𝘁 𝗻𝗼 𝗺𝗮𝗰𝗵𝗶𝗻𝗲 𝘄𝗶𝗹𝗹 𝗲𝘃𝗲𝗿 𝘁𝗮𝗸𝗲 𝗼𝗳𝗳 𝘆𝗼𝘂. So the real question was never whether AI shows up in wealth planning. It's what you let it do, and how far you
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