Entity Management for Fractional CFOs: A Complete Overview
Managing complex corporate structures across multiple clients? Portal 360's Entity Manager gives you full visibility in one place.
Fractional CFOs and advisory partners face a unique challenge: managing tangled groups of trusts, holding companies, operating subsidiaries, and SMSFs without losing the big picture.
Beyond Spreadsheets: The Need for Entity Hierarchy
Spreadsheets break as soon as shareholding changes occur or new subsidiaries are formed. The Portal 360 Entity Manager provides an intuitive visual tree of parent-subsidiary relationships, beneficial owners, and appointed directors.
Consolidated Financial & Lodgment Oversight
Track BAS, tax return, and annual ASIC review dates across 50+ entities in one dashboard. Filter by financial year, lodging agent, or status.
One-Click Data Portability
When modeling scenario forecasts or preparing board presentations, export clean entity cap tables and compliance records in a single click.
Ready to simplify your practice?
Portal 360 brings client management, communication, workflows, and eSignatures into one unified platform built specifically for Australian financial professionals.