Operations, not just reporting
Mandates, UBOs, KYC, AML assistance, timesheets and billing — the work other platforms leave out.
FLIORE AI, hub-aware
An assistant that knows each mandate's data and answers from it. Your data stays yours.
Built for boutiques
For single and multi family offices and trust structures that live in spreadsheets today.
Everything in one place
A complete operating system for the day-to-day work of a family office.
Mandates & UBOs
Each person recorded once — with roles in companies, trusts and foundations, their history and personal documents. Linked structures with look-through consolidation.
Document vault
Encrypted storage, AI mapping, versioning, and selective client access.
KYC & compliance
Onboarding, periodic controls and an audit trail — with beneficial owners assessed against the rules of their own jurisdiction.
Consolidated wealth
Assets, liabilities and accounts across structures, in any currency.
FLIORE AI
Hub-aware answers, summaries and document extraction — assistance, not autopilot.
Network verification
Verify a beneficial owner once; with consent, that verification is recognised across the FLIORE network — isolation stays absolute.
Secure messaging
Encrypted conversations and a clean client portal.
Agent trust layer
Scope-bound, time-limited, fully audited mandates for AI agents acting on a mandate — built for the agent economy.
Monthly client reports
One-click, print-ready, white-label wealth reports per mandate — multilingual, in the reporting currency, ready to send.
Data-quality reconciliation
Surfaces the issues that quietly distort figures — missing FX rates, stale valuations, feed errors — ranked by severity.
Client invoicing
Invoice your clients with per-invoice VAT, flexible recipients, Swiss QR reference and a built-in reminder workflow.
Bank feeds
Connect banks through a provider layer — file import today, aggregators when configured — with automatic duplicate detection.
Tax-lot accounting
Purchase lots and realized gains per position under FIFO, LIFO, HIFO or average — computed from your own trades.
Bring your book from another tool
Already on Asora, Kubera, Addepar or Altoo — or living in spreadsheets? Export a CSV and FLIORE maps the columns automatically. Entities become mandates, holdings become assets. Most teams are up and running the same day.
Start your migrationQuestions, answered
What is FLIORE?
FLIORE is the Family Office Operating System: a secure platform to manage mandates, beneficial owners, consolidated assets, an encrypted document vault, KYC and compliance, with a hub-aware AI assistant. It is operational software for running a family office, not a reporting-only tool.
Who is FLIORE for?
Single and multi family offices and trust providers that need operations, compliance and consolidation in one place — especially boutiques that work in spreadsheets today.
Where is data hosted?
In Switzerland. Your data is hosted on Swiss infrastructure. FLIORE supports two-factor authentication (enforceable org-wide) and uses row-level security for hard tenant isolation, and never trains models on client data.
Does FLIORE include AI?
Yes. FLIORE AI answers only from a mandate's own data, cites its sources, and never trains on client data. Usage runs on a transparent credit system.
How does FLIORE handle cross-border compliance?
FLIORE assesses each beneficial owner against the rules of their own jurisdiction — the EU's 25% threshold, India's 10%, South Africa's 5%, Switzerland's LETA regime, the US CTA and more. Per mandate it shows who is disclosable, who needs enhanced due diligence as a PEP, and which reviews are due. It is decision-support for the responsible compliance officer, not legal advice.