Establish a single source of truth for every entity you manage.
Entity management takes more than a spreadsheet. It takes alignment, so the right people can reach the data that supports their roles and informs their decisions.
EntityKeeper brings it all into one secure place.
Everything about an entity, in one record
Capture the full picture of each entity, then find any detail in seconds.
Core details
Jurisdictions
Registered agents
Ownership stakes
Bank accounts
Key dates
Officers & directors
Custom fields
Insurance
Loans
Authorized signers
Beneficial owners
Centralize entity information
Successful entity management starts with bringing everything together. EntityKeeper centralizes the key data points across all your entities in one secure place, so the details that matter are never scattered across files again.
Capture what matters. Registered agents, ownership stakes, bank accounts, and key dates live in one record.
Protect sensitive details. Mark fields as sensitive so only the right people can see them.
Retire the spreadsheets. Replace outdated, error-prone files with one accurate system of record.
Capture the details unique to you
No two organizations manage entities exactly the same way, so EntityKeeper adapts to yours instead of forcing you into a rigid template. Custom fields let you record any data point your team relies on, filed in the right place.
Keep your own practices. Track the information you already rely on, without bending it to fit.
Stay organized. Configure the layout so the details you use most are the easiest to find.
Control access. Designate sensitive fields as protected, right down to the field level.
Why a single source of truth matters
When entity data lives in one place, the whole back office moves faster.
Remove dependencies
No more waiting on a colleague to dig up and send you the latest file.
Break down silos
Every team works from the same accurate data, so nothing falls through the cracks.
Move faster
A back office that runs on confidence instead of guesswork and rework.
See entity management in action.
Get a guided walkthrough tailored to your entity structure.
