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
- A client asks about one of their accounts. You know the answer’s somewhere. You just have to go find it, in this tool, then that one. In our webinar, we showed an easier way: just ask, in normal words, and see the answer across all your clients at once. You missed it? The recording’s up. 30 minutes, whenever suits you. NL and FR available in the comments 👇 #WealthPlanning #Abbove #WealthTech
- See you at the ITAA - Institute for Tax Advisors and Accountants Congress on 12 and 13 November 📍 Stand H034 A first event for Julie, our Communication & Marketing Manager, and Louis, our trainee. Arnaud, our Head of Sales, will be there too, as always. Your client asks Claude or Copilot what selling their company means for the family. The answer depends on what the AI tool knows. This month, Abbove gives it the full picture. Come see it live, or just say hello 🤝 https://lnkd.in/eSh49D2u #ITAA #AI #WealthPlanning #Abbove
- A good place. Good food. Good people around the table. And one question nobody could leave alone: what is expertise actually worth? Two weeks ago, we brought together private bankers, family officers and consultants for our first edition of "Beyond the table". The plan was to talk openly about the challenges the sector faces. 𝗢𝗻𝗲 𝘁𝗼𝗽𝗶𝗰 𝘁𝗼𝗼𝗸 𝗼𝘃𝗲𝗿: 𝗳𝗮𝗶𝗿 𝗿𝗲𝗺𝘂𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲. How do you put a price on knowledge that took years to build? How do you stay transparent with families
- Every advisor lives with a quiet tension: clients want to feel known, and the tools want clean data. Most days, those two pull in opposite directions. The whole idea behind Abbove is that they shouldn’t have to. A relationship worth having is what produces data worth using. And better data makes the next conversation sharper. We drew that out as a two-sided coin. And on slide 8, what it means for the AI tools you already use. Swipe if it resonates 👇 (A WealthBriefing European Award suggests we might be onto something. If you want
- A new face, a lot of questions and plenty of energy. 🚀 Please welcome Louis Blavier, who joined us as our trainee at the start of October. Louis is curious about AI and what it really changes in day-to-day work. Where does it help? Where should a human stay in charge? In a sector built on trust and sensitive family data, those are the right questions to ask, and and it helps us looking at them with fresh eyes. Three weeks in, his drive and involvement are already clear! Happy to have you on board, Louis! 💪 🌟 #WealthPlanning
- Client meeting done. Then the day disappears into typing it all up. It doesn’t have to. Drop your notes, the documents, the recording. The file takes shape on its own, ready for you to check. The client told you once. Building the file shouldn’t cost you the afternoon. How many hours a week vanish into data entry you could skip? #WealthPlanning #Abbove #WealthTech
- 100,000 in a portfolio. For wealth planning, that number on its own tells you almost nothing. 𝗪𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗶𝘀 𝗵𝗼𝘄 𝗶𝘁'𝘀 𝗵𝗲𝗹𝗱. Owned directly, or through a holding? Full ownership, or split between usufruct and bare ownership? What's the matrimonial regime? Who inherits, and what happens to them if something changes tomorrow? That's the data that makes real planning possible, the structure around it. And it shifts the moment you cross a border. Succession and matrimonial rules in Belgium are not the ones in
- Back from Nova Wealth Summit (Hubfinance) with one conviction we shared on stage: AI will transform wealth management. But AI running on unreliable data is like an F1 car on bad fuel. 𝗪𝗲 𝗮𝗹𝘀𝗼 𝘂𝘀𝗲𝗱 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁 𝘁𝗼 𝗴𝗶𝘃𝗲 𝗮 𝗳𝗶𝗿𝘀𝘁 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁: 𝘁𝗵𝗲 𝗔𝗯𝗯𝗼𝘃𝗲 𝗠𝗖𝗣 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗼𝗿. 🎉 Soon, this secure bridge will let you query your structured client data straight from the AI tool you already use, whether that’s Copilot, ChatGPT, Claude, Mistral... One prompt, and you’ll be able
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