Abbove is an all-in-one wealth planning technology for advisors who want to serve their clients with high-quality holistic wealth management services
Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place.
To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels:
In short, Abbove’s solution can be considered as a comprehensive and collaborative wealth planning platform that focuses on improving both advisor efficiency and client experience.