Add New Entities
Click on the “Add Entities” button.
We support Private Limited companies across all Global Legal Jurisdictions and entities can be bulk imported via our Excel spreadsheet template available on the platform.
Enter required details shown across the 5 tabs (Entities, Individual Director Trx, Corporate Director Trx, Individual Shareholder Trx and Corporate Shareholder Trx).
Do note that all entity structures are created on a transactional basis ("Trx"), however, if you'd just like an aggregate snapshot that can also be done by entering in today's date and just the final state entries.
Save the information to load the new entity into the system.
Tracking Entities
1. View Existing Entities:
Navigate to the “Entities” section to see a list of all incorporated entities.
2. Filter and Search:
Use filters to search by name, incorporation status (Pending/Pending KYC/Incorporated).
This helps in quickly locating specific entities.