Equity Management
The Equity
Management
Platform for
Professional Firms.
Entity Desk gives securities lawyers, transfer agents, registered agents, and compliance firms a single platform to manage shareholder registries, process share transfers, and deliver equity management services — with your firm at the centre of the relationship.
Built by practitioners with direct experience in share registry work across eight jurisdictions — from Caribbean offshore centres to European financial hubs to Asian financial markets.
No Credit Card Required
Built for practitioners across
Your clients' equity
managed through you —
not around you.
Most equity management platforms are built to disintermediate professional firms — giving issuers and shareholders direct access, removing the lawyer or transfer agent from the relationship.
Entity Desk is built around professional intermediaries. Your clients' shareholder registries, share transfer workflows, and investor communications all flow through your firm — with white-label portals, your branding, and your team maintaining the relationship.
The platform handles the administrative precision. Your team handles the professional judgment, client relationships, and regulatory interpretation.
- White-label investor portals with your firm's branding
- All registry and share data under your firm's account
- Investor communications sent from your identity
- Clients see your firm, not Entity Desk
Perfect for
- →Securities Lawyers & Law Firms
- →Transfer Agents & Registrars
- →Registered Agents offering share registry services
- →Corporate Secretarial Firms
- →Compliance Officers managing cap tables
- →Accounting Practices
- →Startup-facing advisors
Multi-jurisdiction registry work
Manage share registries under Cayman Islands, BVI, Cook Islands, Bahamas, Nevis, Hong Kong, Swiss, and Canadian company law — with jurisdiction-specific statutory requirements baked into every workflow.
Capabilities
Complete Equity Management Infrastructure.
Shareholder Registry Management
Maintain accurate, real-time shareholder registers with full history of all share issuances, transfers, and cancellations. Meets statutory registry requirements across every jurisdiction you serve.
Cap Table & Ownership Tracking
Live cap table with full dilution modelling, share class breakdowns, and beneficial ownership mapping. Accurate at every moment — not just at year-end.
Share Transfer Processing
End-to-end share transfer workflows: instrument preparation, board approval tracking, stamp duty calculations, and automated register updates — with a full audit trail at every step.
Compliance Deadline Calendar
Automated compliance calendar for annual returns, AGM schedules, filing deadlines, and shareholder notice periods — across every entity and jurisdiction in your portfolio.
Investor Portal & Reporting
White-label investor portal where shareholders access their holdings, documents, and corporate communications — under your firm's branding, not Entity Desk's.
Corporate Actions Management
Manage dividends, rights issues, bonus shares, stock splits, and buybacks with guided workflows, automated calculations, and compliant documentation generation.
Compliance Audit Trail
Immutable, timestamped log of every registry action — who changed what, when, and why. Built for internal audit readiness and regulatory examination.
AI-Assisted Document Drafting
AI assistant for transfer instruments, board resolutions, shareholder consent forms, and regulatory correspondence — reviewed and finalised by your team.
Team & Role Management
Role-based access controls so paralegals, junior associates, and senior practitioners each see exactly what their role requires — with full activity monitoring.
Registry accuracy that survives regulatory examination.
Share registries are legal records, not just databases. Entity Desk treats them that way: every change is timestamped, every transfer has a complete instrument trail, and every historical position is reconstructible at any prior date.
Built by practitioners who have sat on the other side of regulatory examinations and know what examiners look for — not engineers working from regulatory text alone.
- Complete, reconstructible registry history at any historical date
- Immutable audit trail for every share transfer and corporate action
- Statutory register formats for each supported jurisdiction
- Instrument generation with jurisdiction-specific legal requirements
- Beneficial ownership mapping for compliance and reporting
- Stamp duty calculations and documentation for applicable jurisdictions
Cross-border equity management without the complexity.
The same company may have shareholders in five countries, be incorporated in a sixth, and listed on an exchange in a seventh. Entity Desk handles multi-jurisdiction equity structures without requiring your team to manage the complexity manually.
Statutory requirements differ meaningfully between Cayman, BVI, Cook Islands, Hong Kong, and Canada. The platform maps each entity to the right requirements automatically.
- Jurisdiction-specific statutory requirements per entity, not per platform
- Multi-currency cap tables with conversion tracking
- Cross-border investor communications in local formats
- Annual compliance calendars adapted to each jurisdiction
- Corporate action calculations in jurisdiction-correct formats
- Regulatory reporting templates for applicable markets
Bank-grade security for sensitive registry data
AES-256 Encryption
Data encrypted at rest and in transit
Tenant Isolation
Database-per-tenant, no cross-contamination
Immutable Audit Log
Complete record of every registry action
99.9% Uptime SLA
Enterprise-grade reliability
Pricing
Equity Management Pricing
Choose the plan that fits your portfolio size. All plans include the full equity platform — pricing scales with your issuer count.
Free Trial - Equity Management
No credit card required.
USD 0/3 months
- 1 Entity
- 10 Shareholders
- Shareholder Registry Management
- Share Certificate Issuance Managament
- Detailed Cap Table
- Reporting Issuer Compliance
- Shareholder Communication Management
- White Label Shareholder Portal
- No Credit Card Required
Starter Package
Most PopularUSD 300/month
1-5 Entities
- · $2.00/Shareholder
- · 150 Shareholders/Entity
- · *Annual Contract
*Monthly Rate based on Annual Charge
Professional Package
USD 275/month
6-10 Entities
- · $1.85/Shareholder
- · 150 Shareholders/Entity
- · *Annual Contract
*Monthly Rate based on Annual Charge
Business Package
USD 250/month
11-20 Entities
- · $1.65/Shareholder
- · 150 Shareholders/Entity
- · *Annual Contract
*Monthly Rate based on Annual Charge
Enterprise Package
USD 200/month
21+ Entities
- · $1.35/Shareholder
- · 150 Shareholders/Entity
- · *Annual Contract
*Monthly Rate based on Annual Charge
Specific Use Cases
Securities Lawyers
Share registry administration, transfer instruments, and corporate action management for legal practices.
Learn more →Reporting Issuers
Public company equity management with regulatory reporting, shareholder communications, and AGM administration.
Learn more →Startup Companies
Cap table management, ESOP tracking, and investor reporting for venture-backed companies.
Learn more →Ready to Modernise
Your Equity
Management Practice?
Join securities lawyers, transfer agents, and registered agents who use Entity Desk to deliver accurate, compliant equity management services — across every jurisdiction they serve.