Entity Manager for fractional CFOs

Fractional CFOs and advisory directors manage complex, multi-entity portfolios. Portal 360’s Entity Manager replaces disjointed spreadsheets with a single place for consolidated client entity management and top-down visibility of corporate health.

Consolidated entity view

See all entities for a client group in one workspace. Handle shareholding and director management without switching tools, and drill into each entity for filings, documents, and open tasks.

Lodgments and financial reporting

• Track lodgment due dates and status across the portfolio
• Use consolidated financial reporting for board-ready oversight
• Link supporting files in File Centre with tags and folders per entity
• Export entity data in one click for external modelling or presentations

File Centre integration

Store constitutions, registers, and financial packs in File Centre with easy search and file tagging. Files stay linked to clients, entities, and jobs so your team and the client always reference the same version. Pair Entity Manager with ASIC register data synced to CRM where enabled.