Entity ownership, calculated
UBO Software for Complex Entity Structures
EntityFlo walks every ownership chain through every trust and holding company automatically, identifies the natural persons above 25%, and keeps the register current as ownership changes.
Your first entity is free. No credit card required.
UBO software identifies the ultimate beneficial owners of an entity: the natural persons who own or control it, typically at the 25% threshold. EntityFlo treats ownership as a graph: every shareholding is an edge, every UBO is the result of a walk. The register stays current as ownership moves.
What breaks once you pass five entities.
Look-through is manual
Multi-layer chains through trusts and holdcos are recalculated by hand each time.
Control is not just ownership
Appointors, trustees and voting rights are ignored by percentage-only calculations.
No history of the determination
When a UBO changes, there is no record of what it was and why.
Four reasons graph-based UBO beats typed UBO.
Typed lists go stale the day after you produce them. Calculations do not.
Ownership as a graph
Every shareholding is a graph edge. UBOs are the result of a walk; not a typed list.
Triggered, not scheduled
Cap-table changes trigger immediate UBO recalculation across affected entities.
Trust-aware
Discretionary, unit and fixed trusts walked correctly. Beneficiary classes flagged.
Disclosure-ready
PDF and XML exports formatted for AUSTRAC, ASIC and bank teams.
The EntityFlo operating model.
Model the legal record first: entities, officers, members, dates.
Turn every task into one workflow with documents and signatures attached.
Let Flo draft from the live record, never from a blank page.
Lodge with the regulator from inside the action, not a separate portal.
Continuously scan for stale records, missing items and overdue obligations.
Built for CFOs, General Counsel & Company Secretaries.
What UBO software should actually do.
A typed-in list of UBOs is not a UBO platform. A calculation is.
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EntityFlo vs spreadsheets vs disclosure-only tools.
Spreadsheets are wrong by lunch. Disclosure-only tools assume you already know the answer.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
What threshold?
25% default, configurable per jurisdiction.
How are discretionary trusts handled?
All named beneficiaries treated as potential UBOs and flagged for review.
Is the register exportable?
Yes. PDF and XML in AUSTRAC, ASIC and bank-friendly formats.
Can banks see it directly?
Yes. Read-only invite links for bank onboarding teams.
What about control without ownership?
Tracked separately as control flags.
How is this different from the beneficial ownership register page?
UBO Software is the engine; the register is the output. Same platform.
UBOs that calculate themselves.
Free for one entity. Walk your first chain in five minutes.