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Entity Management

Establish a single source of truth for all your entities.

Entity management is more than just keeping track of information in a spreadsheet. It requires organizational alignment, ensuring relevant team members have direct access to information that supports their roles and informs their decisions.
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Centralize Entity Information

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agents, ownership stocks, and bank accounts, enables you to protect sensitive information while eliminating the use of outdated and inaccurate spreadsheets.
  • Establish a single source of truth for your entity management.
  • Mitigate internal dependencies that create barriers to data.
  • Create back-office efficiencies by eliminating the use of spreadsheets.
  • Break down silos in your organization that hinder communication, collaboration, and innovation.

Capture Custom Details

EntityKeeper understands that organizations have different needs and methods when it comes to managing their entities. With the use of custom fields, users can capture any additional data points and categorize them in the appropriate sections within the platform.
  • Maintain existing practices when capturing entity information.
  • Protect certain details and control user access by designating them as ‘sensitive’.
  • Configure the layout of custom fields to quickly locate information.

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Join other industry-leading organizations in transforming their back-office processes and workflows to drive business effectiveness.

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Simplifying Entity Data.

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