Skip to content

Entity Management

Every structure, every detail, in a single view.

We give you a single, interconnected view of every client structure. Dynamic structure charts update in real time as entities, officers, and shareholders change – so the picture is always current, always accurate.

Statutory registers, share registers, and officer records are maintained in one place. Update a director and it cascades across every related record automatically. Multiple share classes, beneficial ownership chains, and cross-entity relationships are all visible at a glance.

Beyond statutory registers, we track the full asset picture: safe custody items such as original trust deeds and share certificates, fixed assets with depreciation schedules, bank accounts, investment portfolios, and loan facilities – everything linked to the entity it belongs to.

Entities across multiple jurisdictions – BVI, Cayman, Jersey, UK, and beyond – are managed within a single platform, keeping every structure visible regardless of location. Prospect-to-client conversion, duplicate detection, and entity merging keep your data clean as your practice grows.

Key capabilities

Dynamic, interactive structure charts with real-time updates
Statutory & share registers with multiple share classes
Officer, shareholder & relationship management
Safe custody register – original trust deeds, certificates & valuables
Bank accounts & investment portfolio tracking
Fixed assets register with depreciation schedules
Multi-jurisdictional entity support
Prospect-to-client conversion pipeline
Duplicate detection & entity merging
Complete audit trail of every change
PlainSail entity snapshot showing company details, officers, and compliance status

"Everyone is essentially a 'Super User' because PlainSail is just that easy to use."

EN

See entity management in action.

We'll show you how entity management works with your own structure types. No slides – just the live platform.

Book a demo with us