LONDON–(BUSINESS WIRE)–Abbove, the wealth planning technology platform, announced it has been named alongside Puilaetco a Quintet Private Bank to the shortlist of the Banking Tech Awards 2023 in the “Best Bank and Fintech partnership”. The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
Recognized as one of the most promising technologies for enabling financial institutions to adopt and scale a comprehensive holistic approach to client wealth, Abbove technology was selected by Puilaetco in 2022. The objective of the partnership was to bring to life the bank’s vision of holistic wealth advisory with the “Richer Life Plan” offering and to digitize services for their private banking clients.
The Abbove technology is widely adopted by leading private banks, as well as other financial organizations, including accounting firms, family offices, and asset managers. These organizations use it to develop, organize, digitize, and integrate a global wealth management approach into their services. As of today, over 1,000 wealth advisors assist 32,000 families in Europe in achieving their wealth objectives using the Abbove platform.