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Imagine asking one question and getting the answer across your entire client book, in seconds. That’s what we showed live. Watch the 30-minute replay.

A wealth advisor spends more time entering data than advising on it. Documents to read, details to track down, everything re-keyed by hand across systems that ignore each other. Hours gone before the first real conversation even starts. AI is changing that. We showed exactly how, live, and the replay is now on demand. 30 minutes. What you’ll walk away with: Less data entry. Finish a client meeting, add the documents you already have, and the file takes shape on its own. You review, you’re ready. Sharper advice. Ask a question across your whole client book in plain language. Who’s exposed to a rule change, who’s concentrated in a single asset, who to call first. The answer comes back in seconds. Full control. The AI reads and retrieves. It never writes back into your systems. Every figure traces to its source, and nothing moves without you. More time for your clients. Less for your keyboard. 👉 Watch the replay

Client meeting done. Then the day disappears into typing it all up. It doesn’t have to. Drop your notes, the documents, the recording. The file takes shape on its own, ready for you to check. The client told you once. Building the file shouldn’t cost you the afternoon. How many hours a week vanish into data entry you could skip? #WealthPlanning #Abbove #WealthTech

Back from Nova Wealth Summit (Hubfinance) with one conviction we shared on stage: AI will transform wealth management. But AI running on unreliable data is like an F1 car on bad fuel. 𝗪𝗲 𝗮𝗹𝘀𝗼 𝘂𝘀𝗲𝗱 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁 𝘁𝗼 𝗴𝗶𝘃𝗲 𝗮 𝗳𝗶𝗿𝘀𝘁 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁: 𝘁𝗵𝗲 𝗔𝗯𝗯𝗼𝘃𝗲 𝗠𝗖𝗣 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗼𝗿. 🎉 Soon, this secure bridge will let you query your structured client data straight from the AI tool you already use, whether that’s Copilot, ChatGPT, Claude, Mistral... One prompt, and you’ll be able to: → scan your client book for opportunities → prep for meetings in seconds → generate reports without re-keying a single figure More very soon. Which of these three would you try first? #WealthPlanning #WealthTech #AI #NovaWealthSummit #Hubfinance #Abbove

Your client wants their review. This afternoon. So you have an hour to build a full picture of their wealth, the right agenda, the right questions, and the points that actually need raising. Usually that means a scramble across three systems, or a meeting you walk into half-ready. In this short clip, our CEO Guillaume Desclée shows what changes when you can ask your Abbove data directly, and walk in prepared. The AI reads and retrieves. You bring the judgement, and the relationship. When a client asks for a review on short notice, how ready do you feel an hour out? #WealthPlanning #Abbove #WealthTech

"Personalized" and "at scale" used to pull in opposite directions. Not anymore. When the groundwork is handled by AI and structured data, the advisor is free to go deeper, not wider. Fewer spreadsheets, more judgment. Our CEO Guillaume Desclée on the shift underway in wealth planning 👇 #wealthplanning #AI #Abbove