Abbove

Family offices managing complex multi-generational wealth often struggle with a fragmented advisory picture: assets held across multiple institutions, family members with no shared view of the wealth, and advisors working from incomplete data. Abbove is a collaborative wealth planning platform built to address exactly that. It positions the advisor as a holistic wealth partner rather than a product salesperson, and structures the entire client relationship around life goals, family dynamics, and long-term planning rather than portfolio transactions alone.

For family office use, the platform organises the full wealth picture in one place and enables advisors to engage not just the primary client but spouses, children, and other family members. Key capabilities include:

• A 360-degree wealth overview consolidating all assets, liabilities, income, and external holdings
• Interactive wealth structure charts visualising ownership across individual, corporate, and asset layers
• Cash flow simulations, succession planning tools, and estate and tax simulators drawing directly from client data
• A digital document vault with configurable third-party access rights and full activity tracking
• Branded report generation using data-driven templates with conditional content rules
• Connections to over 300 financial institutions and public databases via API

The platform is certified ISO 27001, ISAE 3000 Type 2, SOC2, and GDPR-compliant, and is deployed at institutions including BNP Paribas Fortis, Deutsche Bank, and Quintet Private Bank. Clients across over 40,000 families are tracked, with over 600 billion euros in recorded assets. Pricing is not publicly disclosed. The platform is most relevant to family offices that want to formalise next-generation engagement and consolidate fragmented client data into a single structured record, rather than offices seeking a dedicated portfolio management or performance reporting tool.

• Consolidating full family wealth picture across assets, liabilities, and external holdings
• Structuring and tracking wealth goals and life-event-driven action plans
• Running cash flow, estate, and tax simulations using live client data
• Generating personalised branded wealth reports
• Engaging next-generation family members in a shared planning environment
• Centralising and securely sharing wealth-related documents

• 360-degree wealth overview with balance sheet view
• Interactive, clickable wealth structure charts
• Life moments timeline and life plan for income and expense tracking
• Cash flow simulations and scenario modelling
• Succession planning and inheritance simulation tools
• Smart report generation engine with conditional content rules
• Digital document vault with configurable access rights
• Donations and gift history inventory for estate planning
• Notifications and alerts for upcoming wealth events
• Third-party access management with read-only or edit permissions

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

User interfaceReports templatesActivated planning tools

Demo available via scheduled video call with VP of Sales