Entity Portfolio Management
Managing five entities is administrative. Managing fifty is a governance risk. EntityFlo gives you complete portfolio visibility — compliance status, ownership structure, key dates, and outstanding obligations — across every entity, in one place.
Your first entity is free. No credit card required.
Entity Portfolio Management
Managing five entities is administrative. Managing fifty is a governance risk. EntityFlo gives you complete portfolio visibility — compliance status, ownership structure, key dates, and outstanding obligations — across every entity, in one place.
Join BetaWhat Is Entity Portfolio Management?
Entity portfolio management is the practice of overseeing multiple legal entities — companies, trusts, partnerships, and other structures — as a coordinated portfolio rather than managing each in isolation. For corporate groups, family offices, and professional services firms, it means maintaining governance, compliance, and documentation standards across every entity from a single operational view. Without a dedicated portfolio management approach, teams typically resort to spreadsheets, shared drives, and calendar reminders — tools that don't scale beyond a handful of entities and create governance blind spots as the portfolio grows. Effective entity portfolio management replaces this fragmentation with a single source of truth.
The Portfolio Dashboard: Full-Group Visibility
EntityFlo's portfolio dashboard gives you an immediate overview of your entire entity group. Every entity is visible with its current compliance score, outstanding obligations, key upcoming dates, officer status, and ASIC reconciliation state. You can see at a glance which entities are fully compliant, which have risks requiring attention, and which have active tasks in progress. Filtering and sorting lets you slice the portfolio by entity type, compliance score, jurisdiction, or custom tags. For a CFO reviewing governance across a corporate group of 50 entities, this replaces dozens of spreadsheet tabs with a single, live view.
Compliance Scoring Across the Portfolio
EntityFlo's Compliance Engine scores every entity 0–100 against ASIC rules in real time. At the portfolio level, you see aggregate compliance health alongside individual entity scores. When an entity's score drops — because of a director resignation, a missed annual review, or an ASIC mismatch — it surfaces immediately in the portfolio view. This continuous scoring model means you're never relying on a manual compliance checklist or a calendar reminder to catch a governance gap. The engine monitors every entity automatically and flags issues the moment they emerge, regardless of how many entities are in the portfolio.
Structure Charts and Ownership Mapping
Understanding how entities relate to each other is fundamental to portfolio management. EntityFlo's structure charts visualise your corporate hierarchy — which entities sit under which holding companies, how trust structures connect, and how ownership flows through the group. The Ownership Map goes deeper, tracing beneficial ownership through layered trust structures to identify ultimate beneficial owners (UBOs) at every level. This is critical for AML/CTF compliance, AUSTRAC reporting, and internal governance sign-off. For family offices and property groups with complex holding structures, this capability alone justifies the platform.
Deadline Tracking and Compliance Calendar
Every entity in your portfolio has a compliance calendar — ASIC annual reviews, officer appointment anniversaries, trust deed review dates, financial year obligations, and more. EntityFlo aggregates these across the entire portfolio into a unified compliance calendar. You see what's due in the next 30, 60, and 90 days across every entity. Upcoming deadlines are surfaced automatically; overdue items are flagged with escalating urgency. For Company Secretaries managing large portfolios, this replaces the anxiety of manually tracking deadlines across spreadsheets with a single, automated view.
Registry Sync Across the Portfolio
One of the most persistent risks in entity portfolio management is data drift — where your internal records diverge from what ASIC actually holds. It happens gradually and silently, until you discover a director who resigned two years ago is still listed as an officer, or an address hasn't been updated since a business move. EntityFlo's Registry Sync continuously reconciles every entity in your portfolio against ASIC's live registry. Mismatches are detected automatically and surfaced as action items. You always know what ASIC holds versus what your records say — across every entity in the portfolio simultaneously.
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Frequently asked questions
What is entity portfolio management software?
Entity portfolio management software is a platform that provides centralised oversight of multiple legal entities — tracking compliance, obligations, ownership structures, and key dates across the entire group from a single dashboard.
How many entities can EntityFlo manage?
EntityFlo is designed for corporate groups managing 5 to 200+ entities. The platform scales with your portfolio — the Compliance Engine, Registry Sync, and portfolio dashboard work identically whether you have 10 or 150 entities.
Can I see compliance status across all entities at once?
Yes. EntityFlo's portfolio dashboard shows the compliance score for every entity in real time, with filters to quickly identify entities with low scores, outstanding obligations, or approaching deadlines.
Does EntityFlo track deadlines across all entities automatically?
Yes. The platform aggregates compliance deadlines — ASIC annual reviews, officer obligations, trust deed reviews — across the entire portfolio into a unified calendar with automatic alerts for upcoming and overdue items.
How does EntityFlo handle ownership structures across a portfolio?
EntityFlo's Ownership Map traces beneficial ownership through holding companies, trusts, and partnerships across the entire portfolio. It calculates UBO percentages through each layer of the structure and visualises the complete corporate hierarchy.
Take control of your entity portfolio.
Your first entity is free. No credit card, no lock-in. Set up in under 15 minutes.
Entity 360
Your entire corporate group. One dashboard. One source of truth.
ExploreStructure Charts
See your corporate group the way regulators do.
ExploreGovernance Hub
From board decision to registered outcome. Every step tracked.
ExploreCompliance Engine
Find hidden risk before it finds you. Penalties prevented, not paid.
ExploreRegistry Sync
Direct lodgements, real-time sync, and automated registry updates.
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Rebecca AI
Your Governance Automation Engine.
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