EntityKeeper - Présentation

Description du logiciel EntityKeeper

EntityKeeper est une solution cloud de gestion d'entités pour les entreprises, qui fournit des outils tels qu'un générateur d'organigrammes et une gestion des bases de données d'entités. La plateforme aide les PME à gérer, suivre, organiser et accéder aux documents des entités à partir d'une solution sécurisée.

Grâce au générateur d'organigrammes d'EntityKeeper, les entreprises peuvent créer des organigrammes personnalisés pour mettre en évidence les structures de propriété. Le générateur de graphiques offre des fonctionnalités de personnalisation telles que des balises personnalisées, le codage couleur, le formatage des lignes, le contrôle de la mise en page, le formatage, etc. Les graphiques peuvent être mis à jour ou modifiés à tout moment. Les données peuvent être automatiquement renseignées dans les organigrammes à l'aide des données stockées dans EntityKeeper sur les comptes, les propriétaires, les juridictions, etc.

Les autres fonctionnalités d'EntityKeeper comprennent le stockage sécurisé des données, la création de tableaux de capitalisation, l'affectation des valeurs d'entités, la gestion de la conformité et le partage de données. EntityKeeper assure la sécurité des données avec des fonctionnalités telles que les autorisations utilisateur et le cryptage SSL, ainsi que l'hébergement cloud Amazon Web Services.

EntityKeeper - Présentation

Prix

À partir de
50,00 $US/mois

Types de licence

Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

EntityKeeper - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Australie, Chine et 5 autres, Inde, Japon, Allemagne, Brésil, Mexique
Langues
anglais

Médias

EntityKeeper entity management
EntityKeeper relationship management
EntityKeeper capitalization tables
Capture d'écran pour EntityKeeper : EntityKeeper entity management Capture d'écran pour EntityKeeper : EntityKeeper relationship management Capture d'écran pour EntityKeeper : EntityKeeper capitalization tables

EntityKeeper - Avis

EntityKeeper - Avis

Note globale
4,5
/
5
Excellent
7

Très bien
1

Moyen
2

Médiocre
0

Mauvais
0

Rapport qualité-prix
4,5
Fonctionnalités
4,4
Simplicité d'utilisation
4,4
Support client
4,7
80% des utilisateurs recommandent cette application
Martha Z.

Organization at it's best

EntityKeeper has been very helpful in organizing our entity documents and helping to remove processes that I had to complete manually. It’s a terrific central location for document management and tracking of our entity structures. Their customer support is great and very responsive to any questions or help I have needed. Overall, EntityKeeper has really helped streamline processes across our company while giving me a better solution for managing our entities.


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Deboraha M.

Great Corporate Tool

Basically I think it's a great tool and have had a positive overall experience.


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Stephanie S.

Great Idea and Customer Service But Needs Some Work

I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities that I manage across a broad group of clients, but I'm not yet convinced its a tool I will continue using. I would like to see some changes that will benefit a corporate law practice.


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Dawn H.

Great Product to Organize and Automate Entity Maintenance

EntityKeeper helps my team quickly access and organize our complex entity structures in one simple tool. It was easy to get started and the customer service team is great. It works very well for our entire organization and gives employees access to important documents in and out of the office. We find it useful to have all of our entity information located in one place so that employees in multiple offices have access to documents in a secure location.


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Emmie L.

Multiple Entities

Our goal at our company is to be able to access information from outside the office, and this is working very well.


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Martha Z.
Secteur d'activité: Entreposage
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Organization at it's best

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 09/01/2020
Provenance de l'avis : Capterra

EntityKeeper has been very helpful in organizing our entity documents and helping to remove processes that I had to complete manually. It’s a terrific central location for document management and tracking of our entity structures. Their customer support is great and very responsive to any questions or help I have needed. Overall, EntityKeeper has really helped streamline processes across our company while giving me a better solution for managing our entities.

Avantages

: I really like how EntityKeeper offered all of the features we needed at an affordable price. The software is easy to use, and we were able to implement it into our company quickly. When we need to share or access entity information, we can easily do that from EntityKeeper instead of our “old system” that caused me more work and ate up a lot of my time. Organization is key for me, so even though I had a system in place for everything, I was able to migrate that over to EntityKeeper and access my documents quicker. Having one location for all of our entity documents, making sure all of our employees are accessing the correct information and setting custom notifications of filing dates has been awesome.

Inconvénients

The one thing I would like to see improved on the software is the organizational chart builder. Overall, I’m able to build an organizational chart much easier than I was before, but the layout isn’t standard for what we use. When I try to print or save the organizational chart as a PDF, depending upon the size of my chart, it can be difficult to see all of the information. I’d also like to add more information to my organizational chart. It would be great to see additional details that our company needs, like ownership percentages and entity information. It would be helpful to be able to use a different layout and be able to add more information to my charts or at least select what I want to see. When I asked their customer service if this was something that could be fixed in the future, they already had a solution in place! I’ve been very impressed with how open they are to my feedback and how quickly they respond with a solution or take my feedback seriously. While I know the changes I need can’t happen overnight, I really appreciate a company that “hears” me and is open to listening to their customers about what’s not working for them.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Deboraha M.
Secteur d'activité: Immobilier
Taille de l'entreprise: 51-200 employés
Traduire en français
Traduire en français

Great Corporate Tool

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 16/04/2020
Provenance de l'avis : Capterra

Basically I think it's a great tool and have had a positive overall experience.

Avantages

It's great that all entities are in one place. When someone from my organization needs any information about an entity I can quickly open EntityKeeper and provide an immediate response.

Inconvénients

Recently I received an email stating that we could upload multiple documents at one time but I am not able to use that function. Also had difficulty just doing an excel spreadsheet of all entities.

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Réponse de EntityKeeper

Deboraha, thank you so much for your input on EK! We hear your request for multiple document uploader and sorry for that confusion. We value you and StreetLights as a customer and are glad to hear you're enjoying the software so much!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Stephanie S.
Secteur d'activité: Services juridiques
Taille de l'entreprise: Auto-entrepreneur
Traduire en français
Traduire en français

Great Idea and Customer Service But Needs Some Work

Logiciel utilisé toutes les semaines pendant 6 à 12 mois
Publié le 12/11/2019
Provenance de l'avis : Capterra

I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities that I manage across a broad group of clients, but I'm not yet convinced its a tool I will continue using. I would like to see some changes that will benefit a corporate law practice.

Avantages

I like have a repository of my clients information and the ability to calendar events and get email notifications of those events. The cost is also reasonable.

Inconvénients

It is not geared toward a corporation law practice -- one size does not fit all. It does not allow for the many different types of business entities (corps, LPs, LLCs) - only corporations and uses titles and options that do not fit all types of business entities. For example, LLC's have mangers and members, not directors and officers. Also, there should be the option of using percentage interests when documenting the owners of LLCs. Also the email of upcoming events is nice, but until you realize how to create an event with all necessary information, you get an email with little to no information - and it's next to impossible to figure out what you were emailed about. The "support" button should be up on the tool bar - it blocks information. When I use Entity Keeper, it feels like someone who does not have a lot of experience working in law firms and with multiple entities from multiple different clients nor does it feel like this was someone that used any of the compliance calendars that registered agents have available to clients (i.e., CSC, CT Corporation/NRAI, Registered Agent Solutions, Inc.).

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Réponse de EntityKeeper

Stephanie,

Thanks for taking the time to write a review. I'm so sorry that you don't feel that EntityKeeper is geared towards corporate law. Our software is designed to help many different clients of all sizes and industries and we made the executive decision to move towards a more generic naming convention and we have tried to solve pain points of many different users.

I believe that in the start of your subscription we were trying to set up a time to hear your input, and if you'd still be interested in this we would be glad to set up time to discuss. We want to make sure your voice is heard as we continue to improve, and hope you won't hesitate to reach out if there's anything we can do to make this better.

All the Best,
The EntityKeeper Team

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 6.0/10

Dawn H.
Secteur d'activité: Immobilier commercial
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Great Product to Organize and Automate Entity Maintenance

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 06/12/2019
Provenance de l'avis : Capterra

EntityKeeper helps my team quickly access and organize our complex entity structures in one simple tool. It was easy to get started and the customer service team is great. It works very well for our entire organization and gives employees access to important documents in and out of the office. We find it useful to have all of our entity information located in one place so that employees in multiple offices have access to documents in a secure location.

Avantages

We have found EntityKeeper to be extremely easy to use and navigate. The unlimited document storage, custom notifications, and reports were exactly what our team needed. By integrating EntityKeeper across multiple departments, we eliminated many manual processes and create a cost-effective approach to important administrative tasks. The customer service team is quick to answers questions or requests and they helped us get our account setup quickly.

Inconvénients

No concerns. The software meets our needs.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Emmie L.
Secteur d'activité: Immobilier
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Multiple Entities

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 13/11/2019
Provenance de l'avis : Capterra

Our goal at our company is to be able to access information from outside the office, and this is working very well.

Avantages

It is very easy to input data and to access information.

Inconvénients

We have so many entities that our charts have to be in very small print to get on a page.

Traduire en français

Réponse de EntityKeeper

Hi Emmie!

We appreciate the kind words! I'm thrilled to hear that EntityKeeper is working well for you all. It's always humbling to hear how we're able to make our customers' jobs easier.

We completely understand that printing with lots of entities has been a challenge and in the next few months we are going to be rolling out a new org chart builder to address this issue. If you have suggestions on other improvements we would love to hear them.

Have a great day, and thanks for the review!
The EntityKeeper Team

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Recommandation utilisateur
8,6/10
Basé sur 10 avis utilisateurs
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives

EntityKeeper - Prix

EntityKeeper - Prix

À partir de
50,00 $US/mois
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,5/5
Basé sur 10 avis utilisateurs
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives

EntityKeeper - Fonctionnalités

EntityKeeper - Fonctionnalités

API
Audit
Données en temps réel
Facturation
Gestion de la conformité
Gestion des documents
Gestion des flux de travail
Gestion des stocks
Importation et exportation de données
Intégration de tiers
Monitoring
Notifications automatiques
Piste d'audit
Rapports en temps réel
Rapports et statistiques
Rapports personnalisables
Stockage de documents
Suivi de l'inventaire
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
4,4/5
Basé sur 10 avis utilisateurs
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

EntityKeeper - FAQ

EntityKeeper - FAQ

Voici quelques-unes des questions fréquentes sur EntityKeeper.

Q. Quels sont les types de licence disponibles pour EntityKeeper ?

Types de licences disponibles pour EntityKeeper :

À partir de: 50,00 $US/mois

Type de licence: Gratuit, Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel EntityKeeper ?

Nous n'avons pas d'informations sur les fonctionnalités de EntityKeeper.

Q. Qui utilise EntityKeeper ?

Utilisateurs habituels du logiciel EntityKeeper :

PME, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne

Q. Dans quelles langues EntityKeeper est-il disponible ?

Langues dans lesquelles EntityKeeper est disponible :

anglais

Q. EntityKeeper prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par EntityKeeper.

Q. Avec quelles applications EntityKeeper peut-il s'intégrer ?

Nous n'avons pas d'informations sur les intégrations offertes par EntityKeeper.

Q. Quelles sont les ressources d'aide disponibles pour EntityKeeper ?

Ressources d'aide disponibles pour EntityKeeper :

Support téléphonique, Support en ligne, FAQ, Base de connaissances