Solutions
Family office software that runs the whole office — not just the portfolio
Most tools in this market are reporting dashboards. FLIORE is an operating system: every mandate — person, company, trust or foundation — with its owners, assets, documents, KYC and compliance state in one governed place, ready for any regulator worldwide.
One mandate, everything attached
Open a mandate and see its beneficial owners with shares and PEP flags, consolidated net worth across accounts and asset classes, the encrypted document vault, KYC renewals and open compliance controls — with a full activity trail of who changed what, when.
Compliance built into the core
Name screening against sanctions and PEP lists, jurisdiction-aware risk assessment (FATF and CPI country bands, industry bands, PEP presence — highest wins), supervisory profile and audit cycle, and a one-click regulatory dossier that turns audit preparation from days into minutes.
Consolidated wealth, honestly
Assets, liabilities and bank feeds roll up into one net-worth view per mandate and across the office — multi-currency, with document-level evidence one click away.
Your clients, professionally served
Secure messaging per mandate, client access with strict role isolation, and reports your principals can actually read.
Swiss data residency, worldwide reach
Data stored in Switzerland (Zurich), EU hosting, row-level isolation per organisation, encrypted documents behind signed links. Jurisdiction-neutral by design — built for offices from Zurich to Dubai to Singapore.
Frequently asked questions
What is family office software?
Family office software centralises the work of running one or more family mandates: entities and relationships, consolidated assets and liabilities, documents, KYC records, compliance controls and reporting — replacing spreadsheets and scattered tools with one governed system.
Who is FLIORE built for?
Single and multi-family offices, trustees and fiduciaries, and the advisors who serve them — from a two-person office to teams managing dozens of mandates across jurisdictions.
How is FLIORE different from portfolio reporting tools?
Reporting tools show numbers. FLIORE is compliance-first: beneficial owners, PEP and sanctions screening, jurisdiction-aware risk assessment, audit trails and a one-click regulatory dossier are built into the core, not bolted on.
Where is my data stored?
Client data is stored in Switzerland (Zurich) on EU hosting infrastructure, encrypted at rest, with row-level isolation per organisation and signed links for every document.
Can I try it before committing?
Yes — create a workspace in minutes, or step into the live demo directly from the homepage. Plans scale from a single mandate to enterprise offices.
Run your family office on FLIORE
Set up in minutes. Data in Switzerland. Compliance from day one.
Get started