Entity Management
Entity Management
Entity Management
Entity management designed for clarity and control
Easily manage entities, shareholders, and compliance tasks with tools built to keep your business organized and stress-free.
Multi-Entity Entry
Easily input and manage multiple entities, with the ability to link them together for a clear and connected view .
Multi-Entity Entry
Easily input and manage multiple entities, with the ability to link them together for a clear and connected view .
Entity and Ownership Linking
Gain a clear, real-time view of ownership structures and track changes as they happen.
Entity and Ownership Linking
Gain a clear, real-time view of ownership structures and track changes as they happen.
Multi-Entity Entry
Easily input and manage multiple entities, with the ability to link them together for a clear and connected view .
Entity and Ownership Linking
Gain a clear, real-time view of ownership structures and track changes as they happen.
Document Management
Easily upload and securely store all entity-related documents in a centralized location, ensuring quick access.
Document Management
Easily upload and securely store all entity-related documents in a centralized location, ensuring quick access.
Custom Reporting
Generate tailored reports on entities, shareholders, and ownership structures.
Custom Reporting
Generate tailored reports on entities, shareholders, and ownership structures.
Document Management
Easily upload and securely store all entity-related documents in a centralized location, ensuring quick access.
Custom Reporting
Generate tailored reports on entities, shareholders, and ownership structures.
How It Works
How It Works
How It Works
Transforming how you manage entities and shareholders
Oversee entities, shareholders, and compliance processes with a variety tools to help you stay organized
Entity Creation
Entity Creation
Create an entity
Create entities with all the necessary details and connect them to related cases or workflows.
Real-Time Data Synchronization
Support for All Entity Types
Dynamic Linking
Entity Creation
Create an entity
Create entities with all the necessary details and connect them to related cases or workflows.
Real-Time Data Synchronization
Support for All Entity Types
Dynamic Linking
Data Management
Data Management
Upload associated information
Automated tools that extract key information, organize data fields, and ensure you never miss an important deadline.
Automated Data Extraction
Comprehensive Data Fields
Expiry Reminders
Data Management
Upload associated information
Automated tools that extract key information, organize data fields, and ensure you never miss an important deadline.
Automated Data Extraction
Comprehensive Data Fields
Expiry Reminders
Entity Tracking
Entity Tracking
Link other entities and shareholders
Connect entities and shareholders to build a clear picture of ownership structures and relationships.
Ownership Mapping
Multi-Entity Connections
Relationship Reporting
Entity Tracking
Link other entities and shareholders
Connect entities and shareholders to build a clear picture of ownership structures and relationships.
Ownership Mapping
Multi-Entity Connections
Relationship Reporting
