Consolidated wealth
Assets, liabilities and accounts across structures, in any currency.
Consolidated wealth brings a family's whole position together — listed and unlisted assets, real estate, private equity, liabilities and cash — across every structure and currency, with look-through so nothing is double-counted and nothing is missed.
What it does
Multi-currency
Hold positions in their native currency and consolidate into any reporting currency.
All asset classes
Listed equities, bonds, private equity, real estate, art, collectibles, precious metals and cash – in one consolidated view.
Transaction capture
Record transactions per mandate against the right bank account, attach a supporting document to each, and move them through a review workflow — with an audit trail.
Look-through
Consolidate through intermediate entities so the family total is correct.
Allocation view
See allocation across asset classes and structures at a glance.
One number, many structures
A family's wealth sits across a foundation, two companies and personal accounts, in four currencies. FLIORE consolidates it into a single CHF figure with a correct allocation breakdown.
Questions, answered
Which asset classes are supported?
Listed equities, bonds, private equity, real estate, art, collectibles, precious metals and cash, plus liabilities; anything else can be recorded as "other".
Can it consolidate multiple currencies?
Yes. Positions are held in their native currency and consolidated into any reporting currency.