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PaxFamilia

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Abbove is a collaborative wealth planning platform that helps financial advisors to offer their clients holistic wealth advice.

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Abbove is a collaborative wealth planning platform that has recently rebranded from PaxFamilia. This platform empowers financial advisors to provide their clients with comprehensive and holistic wealth advice. With Abbove, financial advisors can offer their clients lifelong support in their wealth management journey.


Abbove offers a range of features and services to optimize the wealth planning process. Advisors can build a 360Β° view of their clients' complete wealth situation by organizing data inventories. They can also detect opportunities and offer the best solutions through powerful estate planning tools.


Additionally, Abbove facilitates a digital client experience, allowing advisors to build a strong relationship of trust with their clients through a user-friendly interface. What sets Abbove apart is its ability to manage all client data in one secure platform. Advisors can collect and store all their clients' wealth data in a scalable database, ensuring accuracy and efficiency in their wealth planning process.


Whether you are a private bank, family office, accounting firm, or asset manager, Abbove provides tailored solutions to address your specific needs and goals. With its white-label solution, Abbove can be customized to reflect your own brand, creating a unique and personalized digital experience for your clients. Join the new era of wealth planning with Abbove and revolutionize your approach to serving your clients' financial needs

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