Aggregators consolidate. KYC tools screen. FLIORE does both.
Family offices have always needed two categories of software – one to see the wealth, one to stay compliant – and stitched them together by hand. FLIORE is built to be both from the outset.
| Capability | Wealth aggregator | KYC / RegTech tool | FLIORE |
|---|---|---|---|
| Consolidated multi-currency wealth | ✓ | — | ✓ |
| Performance & reporting (TWR/IRR) | ✓ | — | ✓ |
| Tax-lot accounting | ✓ | — | ✓ |
| Document vault | ✓ | — | ✓ |
| Beneficial ownership (UBO) management | — | ✓ | ✓ |
| PEP & sanctions screening | — | ✓ | ✓ |
| Jurisdiction-aware compliance | — | — | ✓ |
| UBO verification network | — | — | ✓ |
| Agent trust layer | — | — | ✓ |
| One platform for wealth + compliance | — | — | ✓ |
The empty square is the point
Every established platform fills one column. None fills the last four rows. That intersection – wealth reporting and jurisdiction-aware compliance in one system – is a category no incumbent occupies, and the one FLIORE is built to own.
See it for yourself
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