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, private equity, real estate, fine art, precious metals, digital assets and cash — in one consolidated view.
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, private equity, real estate, fine art, precious metals, digital assets, liabilities and cash.
Can it consolidate multiple currencies?
Yes. Positions are held in their native currency and consolidated into any reporting currency.