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Get a sneak peek at new entity management tools that help professionals overcome back-office inefficiencies and maintain compliance.
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Customize user controls for internal and third-party users, ensuring each team member has the exact permissions within the platform. Enhance visibility by setting specific access to entity information, such as ownership details, giving you full control over who sees what.
Track every aspect of ownership as shareholders, stock classes, and outstanding shares change over time. With access to historical cap tables, you can rely on a comprehensive audit trail to guide decisions, resolve discrepancies, and assist tax preparers and attorneys.
Eliminate the need to maintain spreadsheet archives by tracking all stock transfers across your entities. Whether via sales, redemptions, gifting, or family events, you can maintain historical records with confidence and protect your organization from record gaps.
The Corporate Transparency Act requires organizations to report on beneficial owners (direct or indirect ownership of 25% or more) across their entities. Quickly identify indirect ownership at the personnel-level or entity-level without having to touch a calculator or do complex calculations.
