UBO software that calculates, not asks.
EntityFlo walks every ownership chain through every trust and holdco automatically. The 25% UBOs identify themselves. The register stays current as ownership changes.
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.
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 UBO software should actually do.
A typed-in list of UBOs is not a UBO platform. A calculation is.
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.
EntityFlo vs spreadsheets vs disclosure-only tools.
Spreadsheets are wrong by lunch. Disclosure-only tools assume you already know the answer.
Five checks for any UBO platform.
The wrong UBO answer is a reportable failing.
- 01
Does it calculate UBOs from the cap table, or rely on typed entries?
- 02
Does it walk trusts correctly?
- 03
Does it recalculate on every cap-table change?
- 04
Are exports formatted for your regulator?
- 05
Is KYC propagated across every entity a UBO touches?
How a UBO recalculation runs.
Cap-table change
Share movement recorded in a downstream entity.
Graph walk
Every upward chain walked through trusts and holdcos.
UBO output
UBOs over the threshold identified.
Register update
Beneficial ownership register updated for every affected entity.
One price. Everything in. Cancel anytime.
No per-document fees. No per-filing fees. No paywalled AI tier. The first entity is free, forever.
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.
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