Tools for Fractional CFOs
Entity Management & Reporting Tools for Fractional CFOs
Portal 360 helps Fractional CFOs manage entities, financial oversight, reporting, compliance, and client communication from one connected platform designed for modern advisory and finance teams.
Built for Multi entity financial Management
Fractional CFOs manage complex businesses that require accurate reporting, entity visibility, and organised financial oversight. Portal 360 replaces disconnected spreadsheets and scattered systems with one secure workspace built to simplify multi-entity management and improve operational clarity.
Everything Your Fractional CFOs Team Needs in One Platform
Centralised Entity Management
Manage all client entities from one connected platform with complete visibility across complex corporate structures. Portal 360 helps CFOs organise shareholding, director management, and entity records without relying on disconnected spreadsheets.
Consolidated Financial Reporting & Oversight
Maintain visibility across every entity with built-in lodgement tracking, consolidated financial reporting, and compliance oversight tools. Portal 360 helps CFOs stay informed while improving reporting accuracy across multiple businesses.
Secure File & Document Management
Store and manage important financial records from one secure location. Portal 360 includes centralised document storage, folder management, file tagging, and advanced search functionality to keep files organised and accessible.
One-Click Entity Data Export
Export entity data instantly for financial analysis, forecasting, and external reporting workflows. Portal 360 makes it easy to access and use data across different advisory and reporting requirements.
Communication & Collaboration Centre
Keep client communication connected and organised through a centralised mailbox, secure client portal, and live chat functionality. All conversations remain linked directly to client records for complete context and visibility.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Answers optimised for search and AI discovery.
Does Portal 360 support multi-entity management for CFOs?
Yes. Portal 360 includes an Entity Manager that provides a single place for consolidated client entity management. It offers clear visibility across all entities, including shareholding and director management.
Does Portal 360 include consolidated financial reporting?
Can I export entity data from Portal 360?
Simplify multi entity with portal 360
Bring together entity management, reporting, compliance, communication, and financial oversight into one connected platform.