Entity Keeper is your partner in managing the complexities of shared entity ownership across your organization

• Org charts to visualize ownership across entities
  
• Entity compliance and tracked deadlines
  
• Avoid having a single point of risk
  

Create the foundation for successful entity management by centralizing key data points across all your entities. Capturing details, such as registered agents, ownership stocks, and bank accounts, enables you to protect sensitive information while eliminating the use of outdated and inaccurate spreadsheets.

Family offices deal with enough risk with their financial investments. Risk has no place in the internal structure of entity and ownership management. With disconnects across members and time-consuming spreadsheet management, the risk can lead to compliance issues and costly fixes. It is vitally important to family offices to transform and develop solutions for single points of risk. 

Create the foundation for successful entity management by centralizing key data points across all your entities. Capturing details, such as registered agents, ownership stocks, and bank accounts, enables you to protect sensitive information while eliminating the use of outdated and inaccurate spreadsheets.

Corporate

IDEAL FOR GROWING COMPANIES

Up to 100 Entities

Enterprise

IDEAL FOR LARGE ORGANIZATIONS

Up to 200 Entities

Platinum

IDEAL FOR GLOBAL TEAMS

For organizations

managing 200+ entities

*There will be an implementation fee that is one-sixth the annual subscription. For any questions, please contact us.

Family offices face growing complexity across multi-entity governance, investment operations, reporting, and long-term planning. Single points of risk can lead to costly fixes and additional compliance issues if offices are not fully engaged with managed entities. 

Schedule your demo today and start mitigating your risk.