Changelog
What is new in FLIORE – shipped features and improvements, newest first.
Master audit: calendar, risk analysis, search, CRS XML, PDFs, sanctions lists, liquidity, multi-org
- Compliance calendar with every deadline of the organisation and .ics export for Outlook, Google and Apple.
- Organisational risk analysis as the basis for the annual AML risk analysis, printable for approval.
- Global search (⌘K) across mandates, people, documents and tasks.
- CRS reporting file additionally as XML in the OECD v2.0 schema; controlling person role codes corrected to OECD.
- Setup checklist extended: assets, first risk assessment, two-factor sign-in.
- Invoices as genuine PDFs with Swiss QR payment part – for sending and filing.
- Continuous screening against the official UN and EU sanctions lists, updated automatically every day – without a third-party provider.
- New “Liquidity” view under Wealth: balances, capital calls and maturities of all mandates in the base currency, with the shortfall month per mandate.
- The liquidity forecast now converts foreign currencies using the maintained rates and shows the mandate currency.
- Wealth report as PDF with key figures, allocation, development and largest positions.
- Several organisations with one login: switch via the header, accept invitations from other organisations under Settings → Organisations – role and permissions per organisation.
- Fix: country names are rendered identically on server and in the browser – resolves display errors on the risk reference, the person page and in the assistant.
- Statement of assets at a reference date as Excel – latest valuation before the date, rate on the date, missing history flagged; for tax advisers.
- Fix: the point-in-time view uses the organisation's base currency (previously fixed CHF).
- Overview of all your organisations: mandates, risks, overdue reviews and controls, deadlines and tasks – without switching (Settings → Organisations).
- Fix: revaluations now keep method, appraiser, supporting document and note in the valuation history (previously recorded as an estimate without details).
- Statement of assets with a second sheet “Income” for the reference year (dividends, interest, distributions).
- Price feed: listed securities with ISIN and quantity can be valued daily at the closing price – with a complete audit trail (method “market price”, source, exchange).
- Swiss sanctions list (SECO) in the daily sync: verified against the official schema and the consolidated list; de-listed entries are not reported, Latin spelling variants are recognised.
Guides and tools for Switzerland, Germany and Austria
- 152 German-language guides on regulation, structures, tax, wealth and operations.
- New tools: German inheritance tax calculator and liquidity planner.
Dedicated editions for Switzerland, Germany and Austria
- Website in three German-language editions with market content, EUR pricing and tools (UBO calculator, country risk check, AEOI/CRS check, FATF list).
- Website pages around 40 % lighter.
Security audit and CRS export as Excel
- Additional organisation checks in database functions, open-redirect protection, updated framework.
- CRS reporting file as a genuine Excel file with a pre-check for missing data.
Improvements from field testing
- New asset classes yachts, aircraft and vehicles; date fields in DD.MM.YYYY format.
- Master data with addresses, contacts, tax residencies and ID data; dedicated documents tab in each mandate.