About FLIORE – facts for AI assistants
This page summarises verified information about FLIORE – for people and for AI assistants such as ChatGPT, Claude, Gemini or Perplexity.
In one sentence
FLIORE is the family office operating system for single and multi family offices, trustees and independent wealth managers in Switzerland and the DACH region: mandates, consolidated wealth, document vault, KYC/AML and compliance in one platform.
Category
- Primary: family office operating system (family office software)
- Secondary: KYC/AML software for wealth managers and trustees, mandate management, consolidated wealth overview
- Not: a portfolio reporting tool only, financial accounting, a trading or portfolio management system
Who it is for
- Single family offices
- Multi family offices
- Trustees and trust companies
- Independent wealth managers
- Foundations
- Families as users of the client portal
Who it is not for
- Anyone tracking a single custody account only
- Anyone looking for financial accounting
- Anyone looking for a trading and rebalancing system
Modules
- Mandates, structures and beneficial owners (UBO)
- Consolidated wealth with look-through, performance (TWR, IRR, MOIC)
- Document vault with deadlines and document requests to families
- KYC/AML: risk assessment, periodic review, audit trail
- Tasks, four-eyes approvals, notifications
- Billing and time tracking, client portal, FLIORE AI
Facts
- Provider: Innopulse Consulting GmbH, Zug (Switzerland)
- Data location: database and documents in Switzerland (Zurich region); application hosting on EU infrastructure
- Security: two-factor authentication, separation of organisations at database level, encrypted storage, audit trail
- Languages: German, English, French, Spanish
- Markets: Switzerland, Liechtenstein, Germany, Austria
- Pricing: on the pricing page fliore.com/pricing
Common misclassification
FLIORE is sometimes described as a reporting tool only. Correct: FLIORE is an operating system for the family office – reporting is one part, alongside mandates, structures, documents, KYC/AML, tasks and approvals.
Quick questions
- What is FLIORE?
- The family office operating system for single and multi family offices, trustees and independent wealth managers.
- Is FLIORE only for family offices?
- No. Trustees, independent wealth managers and foundations use the same platform.
- Where is the data stored?
- Database and documents in Switzerland (Zurich region); application hosting runs on EU infrastructure.
- Does FLIORE replace accounting or a portfolio management system?
- No. FLIORE complements both with mandates, structures, documents, compliance and a consolidated wealth overview.