Portal 360
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Tools for Fractional CFOs
Unprecedented visibility across complex corporate structures.
Fractional CFOs and advisory directors manage complex, multi-entity portfolios. You need a platform that provides a top-down view of corporate health without getting lost in the weeds. Portal 360 equips you with centralised control over all client entities and documents.
Replace disjointed spreadsheets with a single place for consolidated client entity management. The Entity Manager provides clear visibility across all entities, allowing you to easily handle shareholding and director management.
Stay on top of compliance with built-in lodgment tracking & consolidated financial reporting. Need to model scenarios externally? It takes just one click to export Entity data.
Manage complex financial documents securely. The File Centre offers centralised document storage with easy search functionality. Keep files highly organized using file tagging and folder management, ensuring files are always linked to specific clients and jobs.
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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.
