for Advisory firms

for Advisory firms

for Advisory firms

A crystal clear view of Client Challenges

Unlock client value and boost service revenue with advanced Business Intelligence and world-class visual collaboration

Corporate Structure Visualisation

Dynamic visual canvas for creating and modelling corporate structures in real time in map or database view

Dynamic visual canvas for creating and modelling corporate structures in real time – in map or database view

Grid

Grid

Map

Grid

Umbrella Corporation

Cosec & Legal

Manage legal entity data for all group companies, from directors and shareholders to filing dates, documents, board meetings, notes, and service providers. Use the visual canvas to streamline and organise these data sets. All in one place.

includes

Entity Data

Entity Data

Entity Data

Filing Dates

Filing Dates

Filing Dates

Shareholders

Shareholders

Shareholders

Directors

Directors

Directors

Service Providers

Service Providers

Service Providers

Docs & Notes

Docs & Notes

Docs & Notes

Financial Relations

Streamline and control internal and external financial relationships, identifying hidden risks and exposures.

Monitor terms, add credit ratings, track financial covenants, and maintain records with files and notes. Easily import data via file upload or data retrieval.

Relation types

Inter-company Loans

Inter-company Loans

Inter-company Loans

Inter-company Trading

Inter-company Trading

Inter-company Trading

Guarantees

Guarantees

Guarantees

Bank Loans

Bank Loans

Bank Loans

Investment Lines

Investment Lines

Investment Lines

Loan

Bank Loan

Investment Line

Trading

Guarantee

Exposures by Currency

USD

GBP

Net Position

Net Position

Exposures

Identify & Manage Exposure Risks

Uncover and manage hidden risks within your organisation, including entity-level intercompany tax and currency exposures, cross-company risk management, bank loans, and investment line exposures.

covered exposures

Currency

Currency

Currency

Tax