A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, Western Europe’s best technology provider for wealth management. At its most basic, the platform helps advisers offer wealth-planning services, but the aim is to place those advisers at the heart of the client’s choices and wealth strategy.
It rests on four key pillars: understanding, defining objectives, advisory, and monitoring. This means collecting wealth data between the client and adviser, and modelling information related to the family’s wealth through a collaborative interface.
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