Document vault
Encrypted storage with AI mapping, versioning and selective client access.
The document vault is where a family office keeps its most sensitive files — passports, trust deeds, valuations, KYC evidence. Storage is encrypted, every file is versioned, and access is selective: a client sees only what has explicitly been shared with them.
What it does
Encrypted storage
Files are stored encrypted on Swiss infrastructure, with row-level isolation between mandates.
AI document mapping
FLIORE AI reads uploaded documents and maps them to the right mandate, entity and category, so nothing sits unfiled. It also extracts transactions from PDF bank statements for review — working with any bank, no feed required.
Versioning
Every version of a document is kept, so you always have the history of a trust deed or valuation.
Selective client access
Share individual documents with a client through the portal; they never see anything that has not been shared.
Onboarding evidence in one place
During onboarding you collect passports, proof of address and source-of-wealth evidence. The vault keeps them encrypted, mapped to the mandate, and available for the KYC file — with an audit trail of who accessed what.
Questions, answered
Where are documents stored?
On Swiss infrastructure, encrypted, with hard tenant isolation between mandates.
Can clients upload documents?
The client portal is read-only by design: clients see exactly the documents you have shared with them. Documents they send you are filed by your team into the right mandate.