Abbove
Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place.
What is Abbove?
Abbove develops an all-in-one wealth planning platform for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. With structured data inventories connected to planning and reporting tools and an intuitive client interface, Abbove helps financial advisors to understand, serve and follow-up their clients with holistic wealth management services. Thus, the platform guarantees a new wealth planning experience for both advisors and their clients.
Screenshots
Categories
Features
FAQ
Abbove develops an all-in-one wealth planning platform for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. With structured data inventories connected to planning and reporting tools and an intuitive client interface, Abbove helps financial advisors to understand, serve and follow-up their clients with holistic wealth management services. Thus, the platform guarantees a new wealth planning experience for both advisors and their clients.
Abbove belongs to the Financial Management, Hedge Fund, Investment Management, Stock Portfolio Management category.
Abbove offers features such as Budgeting/Forecasting, Cash Management, Data Import/Export, Data Visualization, Financial Analysis, Financial Reporting, Real-Time Data, Document Management, Monitoring, Performance Metrics, Client Portal, Portfolio Management.
No, Abbove does not offer a free trial.
Pricing
Starting at:
Euro 2500/per year
Free Trial Available
Reviews(0)
Write a reviewAbbove alternatives
PayPal
PayPal helps businesses manage digital payments, invoicing, and mobile transactions across eCommerce and service workflows. Its most used by marketing, IT services, and retail teams. Reviewers highlight its mobile access and real-time alerts, but...load more
QuickBooks Online
QuickBooks Online helps small businesses, especially in accounting, construction, and retail manage accounting, billing, and financial reporting with daily-use tools and mobile access. Reviewers highlight its ease of use and ability to connect with...load more
FreshBooks
FreshBooks is built for small businesses that need fast, reliable invoicing and expense tracking. Its most used by marketing and IT services teams logging billable hours. Users highlight its automation and financial clarity, though pricing and...load more
Xero
Xero helps small businesses simplify accounting, invoicing, and reporting. Finance and admin teams value its clean interface and flexible reports. While support and budgeting tools have limits, standout features like profit or loss statements and...load more
Wrike
Wrike is a project management platform used by small businesses in IT services, marketing, and education to manage tasks, workflows, and timelines. Users highlight its dashboards and collaboration tools as standout features, while some cite a steep...load more
Procore
Procore construction management software handles construction projects, resources, people, and financials from planning to closeout.
NetSuite
NetSuite is a cloud-based enterprise-resource-planning system (ERP) used by small businesses in IT services, accounting, and retail to manage financials, billing, and reporting. Users highlight its real-time reporting and automation as key benefits...load more
QuickBooks Online Advanced
Easily track and manage accounts payable with QuickBooks Online Advancedtreamline bills, payments, and vendor relationships!
Unity
Software solution for real-time game and content developers which is powered by tools and services to help create interactive content. With its all-in-one editor, the app is compatible with Windows, Mac, and Linux. It supports both 2D and 3D content...load more
