Every Feature.
Equity Management
Mode.

Real-time shareholder register with complete history of every issuance, transfer, and cancellation. Statutory register requirements met in every supported jurisdiction.

Live cap table with full dilution modelling, share class breakdowns, and beneficial ownership mapping. Accurate at every moment — not just at year-end.

Authorized and issued share capital maintained per class and per entity. Board-approved increases recorded with supporting documentation.

Ultimate beneficial owner identification and tracking across all entity types. Updated on every ownership event — transfer, issuance, or cancellation.

Immutable record of every ownership event with supporting documents attached. Reconstruct the registry at any point in time for regulatory or litigation purposes.

Timestamped log of every registry action — who changed what, when, and why. Built for internal audit readiness and regulatory examination.

End-to-end transfer workflows: instrument preparation, board approval tracking, stamp duty calculations, and automated register updates — with a full audit trail.

Manage dividends, rights issues, bonus shares, stock splits, and buybacks with guided workflows, automated calculations, and compliant documentation generation.

Automated drafting of board resolutions for share issuances, transfers, officer appointments, and corporate actions. Reviewed by your team before execution.

Jurisdiction-specific stamp duty calculations on share transfers. Correct figures generated automatically — never rely on manual calculation again.

Automated generation of transfer forms, consent forms, and accompanying resolutions. Jurisdiction-specific templates maintained and updated by the Entity Desk team.

Multi-step approval workflows for transfers and corporate actions. Track every approval, escalation, and sign-off — with document attachments at each stage.

Automated calendar for annual returns, AGM schedules, filing deadlines, and shareholder notice periods — jurisdiction-specific, across your entire portfolio.

Continuous disclosure, material change reporting, and insider reporting obligations managed and tracked. Timelines enforced automatically — no manual calendar needed.

Prepare, review, and file annual returns with automated prefill from your registry data. Statutory due dates tracked and deadline alerts sent in advance.

Schedule and document annual general meetings and special resolutions. Notice periods calculated automatically, minutes generated from the meeting record.

Complete filing history per entity. Every submission, acknowledgement, and correspondence archived and searchable — ready for examination at any time.

Requirements differ by jurisdiction — Entity Desk tracks them per entity, not per platform setting. No manual configuration needed when you onboard a new jurisdiction.

Full white-label: your firm's logo, domain, and colour scheme. Shareholders never see Entity Desk branding — the portal is your product.

Shareholders view their current holdings, transaction history, share certificates, and related corporate documents without contacting your team.

Deliver annual reports, financial statements, meeting notices, and regulatory circulars directly to shareholders through the portal — with receipt tracking.

Generate and distribute digital share certificates directly within the portal. Certificates pull live data from the register — always accurate, never manually typed.

Shareholders see a live dashboard of their positions across all share classes, including cost basis, transaction history, and any pending corporate actions.

Send encrypted notices, requests for information, and confirmation documents directly to shareholders through the portal. Full message history archived.

AI-assisted drafting for transfer instruments, board resolutions, shareholder consent forms, and regulatory correspondence. Always reviewed before use — never sent unsupervised.

Paralegals, junior associates, and senior practitioners each see exactly what their role requires. Full activity monitoring per staff member.

Assign and track tasks across your team. Deadline reminders, priority flags, and task-level audit trail — no transaction falls through the cracks.

Virtual data rooms for sensitive document sharing during fundraising, M&A, or regulatory processes — granular access permissions and document view audit trails.

AES-256 encrypted document storage with version history, full-text search, and entity-level filing. Every document linked to the transaction that created it.

Complete activity log across your team and your client portal. Know exactly who accessed what, when — for internal governance and regulatory readiness.