Feature Tour
Entity Management
Managing the ever changing data, tasks and deadlines associated with maintaining your corporate compliance is critical. Entity Pro helps you easily manage your entity information by maintaining current and historical information for your organization.
+/- More- Officers and Directors and Signatory Levels
- Shareholder Information
- Subsidiaries and Ownership
- Committees
- External Contacts
- Jurisdictional Data
Event Calendaring
Maintain and monitor events related to your entities, with our easy interface for document sharing and e-mail reminders. The system can integrate with internal email and supports sharing calendars with other users or groups. Compliance due dates for your statutory-related activities are automatically displayed.
+/- More- Meeting Dates
- Annual Meetings
- Committees
- Assumed Names
- Officer Term Expirations
- Stock Option Expiration Date
- Statutory-Related Activity Reminders
- Annual/Biennial/ Decennial Reports
- Income/Franchise Tax Returns
- Board of Directors
- Shareholders
- Expirations/End Dates
- Fiscal Year End
- Stock Class End Date
- State Reports and Tax Returns
- Abandoned Property Reports
- Business License Tax
- Information at Source Returns
Automatic Alerts
Schedule automated e-mail notifications by time intervals, such as 30 days, 60 days, etc.
+/- More- Assumed Name Expiration
- Fiscal Year End
- Officer Term Expirations
- Stock Class End Date & Option Expiration Dates
- State Reports and Tax Return Due Dates
- License Expiration Dates
- Custom Field Dates
Document Center
Entity Pro’s customizable Document Center makes it easy to manage your important company documents. You can upload, index, search and retrieve files — whenever you need them. In essence, Entity Pro’s Document Center becomes your organization’s “electronic minute book” repository.
+/- More- Upload, store and access unlimited Documents: Minutes/Resolutions/Consents/Charters
- Upload, store and access unlimited Images: Annual Reports/Stock Certificates/Articles of Incorporation, etc.
- Upload up to 30 MB of documents at a time with multi-document upload
- Supports all standard document formats such as PDF, Work, Excel, PowerPoint, etc.
Built-In Flexibility
Tailor the system to work the way your organization and industry does. For example, use Entity Pro’s custom fields to instantly add new variables without the complexity and expense of maintaining and upgrading a custom system.
+/- More- Unlimited Custom Fields
- Unlimited Notes Entry
- Entity Merge Feature
- Global Replace and Retire
- Many other customizable features
Completely Internet-Based
Because Entity Pro is web-based; our clients enjoy ease of implementation, ease-of-use, and an invaluable cost and resource-saving benefit for their organization. There is no need to burden your IT staff with upgrade requests or maintenance tasks.
+/- More- Automatic upgrades
- Easy to learn and use
- 24/7 anywhere access
- Completely hosted by NRAI
Extensive Data Security
Entity Pro uses 128-bit Secure Socket Layer (SSL) Encryption. Our integrated application control is managed by your organization’s designated System Administrator via our security “wizards”.
+/- More- Username and password driven
- User roles provide varying levels of access to data and editing capabilities.
- Supports external access for outside counsel or others users working outside of Adobe’s firewalls.
Configuration
With support for an unlimited number of entities, user group and roles, Entity Pro will grow with your company.
Administration Panel
Manage your preferences, entity groups, users, user groups, alert notifications, custom fields, and security from one screen.
+/- More- Internal administrators have control over configuration of alerts, notifications, business rules, workflows, application configuration and management of upgrades at the server level
- Internal administrators can manage usernames, passwords, multi-level security access (e.g. read only, read/write), data level security (e.g. field level vs. record level) and report security (e.g. ability to restrict access of reports to designated users)
- Provides utility for the bulk import or export of data records/documents
Records Management
Entity Pro makes it easy to locate the information you need for proper governance by tracking that corporate records are filed, protected, indexed, current and compliant.
+/- More- Supports data entry of entity information, contact information (by various stakeholders), officeholder information (directors/officers/shareholders), list of signatories and other critical entity specific information
- Permits authorized users to track entity contact information (i.e., business address, registered address, physical address, telephone)
- Tracks entity status: dissolved, liquidated, etc.
- Tracks key bylaw information (i.e., minimum and maximum number of directors, date of annual meetings, date bylaws were amended and restated, etc.)
- Tracks third party information (i.e., number of shares owned, % of ownership, type of shares and current contact details).
- Tracks securities information (i.e., type of securities, number of authorized shares, issued shares, stock certificate, date issued, par value, all capitalization details, etc.)
- Supports the ability to keep joint venture, partnership, etc., information separate from wholly-owned entities
- Tracks registration information (i.e., date of registration, charter number, tax number (FEIN number), registration number).
- Specifies a legal entity type (i.e. legal subsidiary or parent company, and specific type of legal entity (corporation, LLC, etc.) and creates separate hierarchical structures for each legal entity type
- Classifies individuals (e.g. employee, contractor, etc.)
- Classifies the purpose of the creation of the entity (i.e., structure, project, by whom) and principal business category type (holding company, parent, etc.)
- Tracks the legal form of company and its location
- Identifies non-US entity, US subsidiaries e.g. family tree
- Identifies the country in which the entity was incorporated/organized
- Indicates whether entities incorporated/organized outside the US have facilities in the US
- Records fields associated with the company name:
- Legal name
- Previous Legal Names (1, 2, 3, 4, etc.)
- Effective dates of names
- Preferred name
- Friendly name
- Also known as (AKA)
- Track DBA and trade names and branches w/all requisite features as a separate entity
Stock Recordkeeping
Entity Pro provides complete stock information, including transactional history for each class of stock and a full history of transactions.
Contact Management
Find contact information quickly with the global address book feature.
+/- More- Add contact information and interactions with internal and external users
- View an audit trail of changes to company information including management changes
- Supports multiple addresses and phone numbers associated with an entity or a person; with the ability to label them (e.g. office, cell)
Forms/eFile
Entity Pro includes a library of the most popular government form templates and supports the electronic filings of company registrations, where applicable.
Request Service Work
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Submit orders for Corporate Service Work with the click of a button. Simply select the type of service needed, enter any special instructions and click submit. Your Corporate Service Office will contact you to finalize your order.
Reporting
Entity Pro's report writer makes it easy to create customized reports with the information you need.
+/- More- Flexible, menu-driven reporting capabilities support the selection of lists based on predefined values (e.g. if a user selects country = Ireland, entity list should only display entities located in Ireland)
- Reports can be exported in a variety of formats (including Excel, PDF, etc.)
- Standard reports provide director and officers, signatories, entities by type (parent/subsidiary relationship), geography, or time period
- The report writer makes it easy to summarizes all basic entity information such as name, date of registration, fiscal year end, AGM date, BOD meeting requirements, whether the entity has employees, names of officers and directors and when they were last elected, and number and type of securities
- All fields can be pulled into reports.
- The report library includes corporate data sheets.
Licensing
Use the licensing feature to track business and professional licenses for both entities and contacts. You may also track bond and trademark information. Email notifications will remind you of license expiration dates.
Organizational Charting
Entity Pro supports the creation of custom organizatonal charts.
+/- More- Charts all entities and the parent subsidiary ownership structure
- Customizable fields display in org chart
- Customize fonts, boxes, chart types, etc.
Full Audit Trail
Entity Pro provides a complete data audit interface, so the System Administrator can view all data changes.
+/- More- Audit Field Trail - Includes the nature of the change, specific data affected, user and originating IP address of the user
- Current Company Data - View how the data for a specific company came to be in its present state.
- Point In Time Data - View a snapshot of a company on a specific date and time.
- Unlimited Historical Activity & Audit Trail
Live Support
Entity Pro's Support Desk is available to answer subscriber questions five days a week. Additional training is available through webinars and on-site visits.
ATTEND A WEBINAR
Steve Kang, Business Development Manager for Entity Pro will answer your questions and show you how Entity Pro can assist you and your team.Click here to view dates and times.