AI-native

A new standard in
Entity management

Complexity is inevitable. Losing control of it is not.

Entity management, governance, and compliance in one solution built for family offices, operating companies and service providers.

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The challenge

Legal structures grow.
Your tools don't scale.

Structures don't grow gradually, but exponentially - and so does the relentless wave of high-stakes tax, legal and compliance demands.

A generational transition, an acquisition, a new tax advisor restructuring the group: each one adds entities, directors, and obligations faster than legacy systems can keep up.

Complexity grows faster than the capacity to manage it, until the day it matters and no one can find the answer.

Deadlines slip through the cracks

Annual filings, director changes, and UBO registrations all come with shifting, jurisdiction-specific rules. One missed date triggers immediate compliance risk and unnecessary penalties.

Data scattered across systems

Shareholder registers in Excel, deeds in shared drives, board minutes in email. Without a single, unified repository, auditing your structures with confidence is entirely impossible.

Data and document requests are a drain

Every inquiry from banks, colleagues, or counterparties sparks a chaotic, manual hunt across departments just to locate and verify basic legal documents and information.

What Ortes delivers

Your command centre for legal entities

Three outcomes that matter to the professionals who keep legal structures in order.

01
Reduce risk

Never miss a filing or governance obligation again. Ortes surfaces what needs to happen, and when, across every entity and jurisdiction.

02
Ensure governance

Maintain a living, auditable record of your legal structure. Directors, shareholders, UBO registers, and documents, always current.

03
Streamline Audit, KYC, and UBO

Respond to due diligence requests in hours, not days. Structure your data once, and let Ortes handle every external request.

Built for

The people accountable for the structure

01
Businesses with group structures
The in-house finance or legal lead keeping a growing holding structure accurate, current, and audit-ready.
02
Single family offices
Administrators overseeing complex holdings on behalf of principals who expect precision without the back-and-forth.
03
Professional managers
MFOs and legal or corporate service firms running many clients' structures from a single multi-tenant platform.
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We used to spend half a day pulling together documentation for each KYC request. With Ortes, it's a matter of minutes.

Head of Legal, Family OfficeManaging 34 entities across 6 jurisdictions
By the numbers
  • 2500+ Entities under management
  • 20+ Countries represented
  • 1 Source of truth
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Ready to take control?

See how Ortes fits your organization in a 30-minute guided demo with one of our specialists.