Eliminate manual data collection and automate your reporting.
Pivot from manual data collection to automated reporting across your organization and entities. With several reporting capabilities to choose from, you can quickly generate reports for internal analysis, or for stakeholder and investor reporting.
How it works
From entity data to a finished report
Three steps, no manual data collection.
1
Pull from live data
Reports draw from the entities, ownership, and tasks you already manage in EntityKeeper.
2
Pick what to include
Use a picklist of entity information to control exactly what appears in each report.
3
Generate and share
Produce a report for one entity or your whole portfolio, then send it to the right audience.
Pick exactly what each report includes, then download it as a PDF.
Report library
Three ways to report, all configurable to the recipient.
Pick the entity data each report includes, then generate it for one entity or your entire portfolio.
Entity-specific reporting
Generate personal or stakeholder reports for your entities and organizational charts. By using a picklist of entity information to populate each report, you have absolute control over what is included, so sensitive details never end up in the wrong hands.
Reduce human error. Automated reports create back-office efficiencies and remove manual re-entry.
Configure every report. Decide what each report includes, down to sensitive details, based on the recipient.
Audit the whole portfolio. Accurately generate a report across all your entities to perform an organizational audit.
Notifications and tasks reporting
Making sure notifications and tasks are properly assigned to your team is essential to maintaining compliance across all your entities. With EntityKeeper, you can quickly generate a report detailing this information, so you can spot any gaps or overlapping initiatives.
Account for recurring tasks. Confirm every recurring task is covered across your entities and jurisdictions.
Balance team bandwidth. Analyze workload based on the notifications and tasks each member is assigned.
Find the right cadence. Identify optimal notification and task cadences, then replicate them for future initiatives.
Direct and indirect ownership reporting
Pick any person across your portfolio and see every entity they hold an interest in, direct or indirect, in one report. Beneficial ownership reporting rolls up ownership through parent and holding structures, so you always know who ultimately owns or controls each entity.
See the full ownership picture. Given a person, view all direct and indirect ownership across your entire portfolio.
Trace through structures. Ownership held through holding companies and layered structures rolls up automatically.
Stay ready for disclosure. Generate a beneficial ownership report whenever a regulator, lender, or partner asks for one.
See reporting in action.
Get a guided walkthrough tailored to your entity structure.
