EntityKeeper

byEntityKeeper

EntityKeeper is a comprehensive entity management platform designed to streamline the management of entities, organizational charts, legal documents, and compliance tracking. It offers a centralized solution for businesses to manage complex ownership structures, maintain accurate records, and ensure ongoing compliance across various jurisdictions.

Features

  • Entity Management: Centralizes key data points across all entities, including registered agents, ownership stocks, and bank accounts, eliminating the use of outdated spreadsheets.
  • Org Chart Builder: Allows users to build comprehensive organizational charts with ease, visualizing ownership structures and relationships.
  • Legal Document Management: Provides a secure platform for storing and managing legal documents, with features like document versioning and integration with third-party document storage services such as Box, Dropbox, Google Drive, and OneDrive.
  • Ownership Structures: Enables secure centralization of investor data, managing relationships and expectations based on individual levels of ownership.
  • Notifications & Tasks: Automates notifications and task assignments to ensure timely compliance with filing deadlines and other critical actions.
  • User & Entity Permissions: Configures user and entity permissions to mirror organizational structures, ensuring appropriate access levels and data security.
  • Reporting: Automates reporting processes, generating entity-specific reports and notifications to support internal analysis and stakeholder communication.
  • Security: Implements robust security protocols, including SOC 2 compliance, end-to-end encryption, and role-based access control to protect sensitive data.

Categories

Legal OperationsCompliance & RegTechLegal Workflow Automation

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 Austin, United States
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