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Entity Hub

Entity Hub is more than an entity management portal, it’s a comprehensive, end-to-end solution tailored for Wealth, Trust, and Corporate Service Providers to maximize operational efficiency. As a modern, user-friendly alternative to Viewpoint, it prioritizes simplicity, efficiency, cost-effectiveness, and data security while streamlining corporate governance, company secretarial operations, and entity management.

 

With seven (7) advanced modules, Entity Hub offers powerful solutions for client accounting, automated compliance, workflows, a client portal, entity management, task management, and document management. This comprehensive solution ensures complete oversight of all entities under your portfolio while enhancing team productivity and operational effectiveness.

Entity Hub is a powerful out-of-the-box portal built to adapt. It comes with a suite of ready-made features that can be easily configured to match your organization’s unique workflows and requirements – tailored to fit your business—your way.

Key Benefit of Entity Hub

Discover the key benefits that set Entity Hub apart from other entity management platforms.

Seamless Transition

We provide comprehensive data migration services, leveraging advanced Al technology tools. Our expert team oversees the entire migration process, ensuring minimal downtime and al seamless transition.

Custom Configuration and Development

Tailor your setup by selecting the modules your business requires and specifying your unique development needs, ensuring a personalized solution where you only pay for the features that truly matter.

Streamlined Operations

Centralize all your critical functions within one platform to reduce inefficiencies and enhance productivity.

Cost-Effective Solutions

Choose from three flexible payment options: a monthly subscription, an annual fee for added savings, or a one-time payment for lifetime access.

Flexible Deployment Options

Choose the deployment method that aligns with your business needs. Entity Hub can be hosted on-premise, offering complete data security control, or in the cloud as a SaaS solution, providing scalability and reducing IT overhead.

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How It Works in 4 Easy Steps

1

Consultation and Demo

Sign up today for a free consultation and walk-through demo

2

Development

After completing the consultation and registration process, we begin configuring and customising Entity Hub to align with your specific business requirements

3

Migration & Training

We deliver comprehensive training to empower your team with the knowledge required to effectively utilize Entity Hub. If you have opted for our data migration service, our expert team will commence the migration process

4

Go-Live

After completing the training you will be ready to go live and start using Entity Hub

1

Consultation and Demo

Sign up today for a free consultation and walk-through demo

2

Development

After completing the consultation and registration process, we begin configuring and customising Entity Hub to align with your specific business requirements

3

Migration & Training

We deliver comprehensive training to empower your team with the knowledge required to effectively utilize Entity Hub. If you have opted for our data migration service, our expert team will commence the migration process

4

Go-Live

After completing the training you will be ready to go live and start using Entity Hub

Product Features

Explore the intelligent tools and features that set Entity Hub apart from other entity management platforms.

Seamless Transition

We provide comprehensive data migration services, leveraging advanced Al technology tools. Our expert team oversees the entire migration process, ensuring minimal downtime and al seamless transition.

Dashboard Analytics

Analyze data, and keep track of KPIs, filings and deadlines with the intuitive dashboard, designed for efficient data analysis.

Reporting

Easily generate comprehensive reports in PDF and CSV format to drive informed decision-making, and more.

Document Generation and Management

Seamlessly generate registers and securely store and access documents for each entity and individual.

Client Accounting

Streamlined multi-currency accounting for multiple entities, featuring flexible tools for automated aged debt chasing, WIP/ transaction billing, journaling, and reporting.

Automated Compliance

Comprehensive automated compliance monitoring and risk assessment to ensure a precise audit trail and adherence to regulatory compliance requirements.

Workflow Management

Customized and automated workflows with unmatched functionality, integrating risk scoring and comprehensive business intelligence processes to facilitate informed decision-making.

Digital ID Verification

For an enhanced onboarding experience, our platform incorporates advanced digital identity verification processing, utilizing the state-of-the-art capabilities of certified IDV providers.

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Security Measures

Protecting your data is our top priority. We adhere strictly to GDPR, CCPA, and other applicable data protection regulations. Our database is hosted by a SOC 2 and ISO/IEC 27001 compliant third-party cloud service provider, ensuring top-tier security standards.

Modules

The Entity Management module is the foundation of our platform. Our six additional modules are available as add-on licenses, enabling a seamlessly centralized system that streamlines and simplifies entity data management.

Entity Management

The entity management module simplifies the administration of entities within your portfolio, including companies, trusts, foundations, and partnerships. Key features include:

Dashboard Analytics & Reporting

Entity Structure Management

Document Automation

Register Generation

Oversight of Owners, Controllers & Contacts

Recording of Vital Entity Details

User Management

Notification Alerts

DOCUMENT MANAGEMENT

Document Management

The Document Management System (DMS) provides a secure and encrypted solution for tracking, storing, and managing documents. Key features include:

Advanced Search Functionality

Bulk Document Upload

Automated Naming Conventions

Drag-and-Drop Interface

CLIENT ACCOUNTING

Client Accounting

The Client Accounting Module delivers efficient accounting solutions for managing multiple entities. Key features include:

Transaction Processing & Journaling

Multi-Currency Support

Dashboard Analytics & Reporting

Automated Aged-Debt Reminders

AUTOMATED COMPLIANCE

Automated Compliance

The Automated Compliance Module streamlines compliance management across multiple entities. Key features include:

Automated Emailing & Notifications

Compliance Calendar

Audit Trail & Reporting

Identity Register Maintenance

WORKFLOWS

Workflows

The Workflows Module optimizes operational efficiency by streamlining business processes. Key features include:

Customizable Workflows

Approval Routing

Notifications & Reminders

Analytics & Reporting

TASK MANAGEMENT

Task Management

The Task Management Module enhances productivity by organizing and tracking tasks efficiently. Key features include:

Task Creation & Assignment

Priority Setting & Deadlines

Progress Tracking & Status Updates

Collaboration Tools

CLIENT PORTAL

Client Portal

The Client Portal Module enhances client engagement by providing secure and convenient access to essential information. Key features include:

Secure Document Sharing

Client Access Controls

Task & Request Tracking

Invoice Management

Data Migration Services

We offer two expert data migration services: Al automation and manual input. Our Al-driven tools ensure fast, and accurate migration process, while our experienced team meticulously handles manual migrations for a seamless transition. Whether moving to the cloud or an on-site system, we tailor our solutions to fit your needs. Experience hassle-free data migration.

Contact us today