Every entity to the same standard.
Deliver minute books, registers, resolutions and recurring governance work to the same standard for each entity you administer, and see what needs attention across the portfolio.
- Large entity portfolios
- Standard templates
- Recurring governance
- Portfolio oversight
A large portfolio exposes every inconsistency.
Across hundreds of entities, small differences in how records are kept turn into rework for the team, missed items for clients and risk for the business.
Every file kept differently
Each entity set up by a different person, in a different structure, with different templates.
Recurring work tracked elsewhere
Annual meetings, director reviews and filings tracked in spreadsheets, apart from the records they affect.
No view across the portfolio
Finding what is outstanding means opening entities one at a time.
A standard structure for each entity.
Each entity gets the same minute book, registers and templates, so service is delivered the same way whoever on your team picks up the file.
- Corporations, LLCs, partnerships and trusts, filtered by status, type or country
- Templates in US or Canadian wording, chosen by each entity's country
- CSV import for corporations, people, share classes and equity instruments
- Your own templates through Custom Template Uploads & Template Builder, from Advanced
Recurring work,
done the same way.
Annual meetings, director reviews and routine approvals follow the same cycle for each entity, with every step in the activity log.
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1
Schedule
Compliance reminders and tasks you set for each entity.
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2
Prepare
Resolutions generated from the same templates for each entity.
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3
Sign
Signers sign by secure link, without an Octelligence account.
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4
File
Signed documents go back to the minute book, linked to the transaction they approve.
Every plan
Oversight across the portfolio.
Find what is outstanding without opening entities one at a time, and report on client groups on a schedule.
What needs attention
Corporate Oversight lists outstanding approvals, missing supporting records and overdue tasks across the entities you can access.
Work by team member
Filter oversight by team member to see who has what outstanding.
Scheduled reports
Corporate Intelligence Reports go out weekly or monthly, with consolidated reports across up to 25 entities.
Client group structures
Entity Relationships maps who owns, governs and is declared to control each entity in a client group.
Capabilities that grow with your portfolio.
Every plan covers the standard structure, signatures and reminders above. Higher plans add your own templates, access control and oversight across the portfolio.
Core
Each entity's minute book, registers and templates, with e-signature, compliance reminders and tasks.
Advanced
Adds your own templates, the record at a past date, the Compliance Dossier and role-based access.
Business
Adds Corporate Oversight, Entity Relationships and scheduled reports.
Entity allowances, users and prices are on the pricing page. Enterprise covers larger portfolios with contract-defined capacity and dedicated onboarding. See plans and pricing
Resources for corporate service providers.
Playbooks, tools and guides from the Octelligence library.
The same standard across the portfolio.
Bring the entities you administer into a consistent structure, with recurring work tracked and outstanding items in view.