Produce Customizable Reports & Documentation Promptly
  • Instantly access the information you need most often through configurable dashboards
  • Automate the production of common documents by importing or creating new templates with data merge fields
  • Import existing templates for consistency across all reporting platforms to simplify tasks such as document localization
  • Generate tailored reports in seconds across more than a dozen categories using live corporate data
  • Instantly create documentation for actions including entity creation, change of address, appointments, dissolution, powers of attorney and more
Deliver an Efficient, Auditable and Secure Signature Workflow
  • Reduce the time it takes to manage the signature process across documents and signatories by 60% with DocuSign, our integrated eSignature solution
  • Simplify the sign-off process for your signatories with email notifications and give them access to documents wherever they are
  • Set customized notifications and generate reports that trigger downstream and upstream actions to keep reviews and updates on track
  • Remove the risks associated with manual uploads and downloads by applying bank-grade security certificates and custom data encryption to your signature process
  • Add up to 50 signees to each document.

Learn More About Our Entities Management Software

ENTITIES

Access Real-Time Risk Intelligence on Key Personnel

Be aware of and prepared for the risks some individuals may bring to your business
People wearing protective COVID gear working in office
ENTITIES

Easily Visualize Entities & Governance Hierarchies

Create configurable group structure charts at the click of a button
ENTITIES

Save Time & Money on Company Health Checks

Keep an accurate, clean record of your organization’s entities

Related Insights & Resources

WHITE PAPER

Entity Management Software Buyer’s Guide

Find the Right Entity Management Solution for Your Organization.
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Purpose-Built Entity Management Software vs. Microsoft Excel

The genius of Microsoft Excel for entity management is that it's so easy to use and there are free online templates to get you started.