Eliminate the use of outdated and inaccurate spreadsheets by centralizing entity information, such as core details, personas, and jurisdictions. And because organizations have different needs, use custom fields to capture any additional data points to support your entity management.

Protect sensitive ownership information and build comprehensive capitalization tables that detail stock classes, the number of shares/units, the price per share/unit, and more. Use this same information to automatically build org charts and visualize entity relationships, direct ownership, indirect ownership, and ownership percentages.

Mismanaged documents create a snowball effect of back-office inefficiencies when digging through computer files or playing tag over email. Create entity-specific folders and centralize all your documents, while maintaining historical records of documents versions.

Entity management can be complex given the number of moving pieces, especially when entities span multiple jurisdictions. Assign entity-specific notifications and tasks to team members, ensuring critical action items are executed and costly mistakes are avoided.