Features — Branch Reporting

Modeling

Visual Structure Builder

Build ownership chains through a guided wizard. Controls on the left, a live diagram on the right. Click any node, add owners from the family’s existing entity pool or create new ones on the spot, and set ownership percentages. The diagram updates as you build — no separate drawing step.

14+ entity types: trusts, LLCs, partnerships, individuals, foundations, holding companies, and more.
Import existing entities with their full upstream ownership chains in one click.
Real-time ownership validation — warns if percentages exceed 100%, blocks impossible relationships at the source.
Auto-save drafts. Resume where you left off, days or weeks later.

Visual Structure Builder — step 2 with side-by-side controls and live diagram

Exploration

Branch View & Entity Ledger

Explore the entire ownership web from any starting point. The Entity Ledger shows a clear audit table: who owns an entity, and what it owns. The Branch View lets you pick any entity and see its full ownership context — who’s above it, what’s below it — with effective percentages calculated automatically.

Click any entity to filter to its relationships.
Effective ownership percentages computed automatically up and down the chain.
Orphan entity detection — see what’s no longer connected and clean it up.
Fullscreen mode for complex structures. Scroll-to-zoom, click-to-drag.

Branch View — bidirectional ownership graph centered on a selected entity

Beneficial owners

A roster, not a guess.

For every asset, the Beneficial Owners panel lists each natural person who ultimately owns a piece of it. Effective percentages roll up through every layer of structure. Common thresholds — 5%, 10%, 20%, and 25% — are one click away. The same roster aggregates to a family-wide view so you can answer “what does this person own across the whole book?” in one place.

Multi-path math. When a person owns through more than one chain, all paths roll up to a single line with the combined effective percentage.
External owners, kept separate. Outside investors, employee pools, and minority stakes are flagged and kept in their own bucket — never quietly counted as unknown.
Threshold filters. One-click views at 5%, 10%, 20%, and 25%, or “controlling only,” or all of the above.
Family rollup. Switch from per-asset to per-family in one tab. Each person’s total exposure across the whole structure, sortable by AUM share.

Beneficial Owners panel — per-asset list of natural-person owners with effective percentages and control chips

Substantial control

Who controls what, alongside who owns what.

Ownership percentage is only half the story. Branch Reporting tracks control through named roles tied to the specific entities they govern — in the same data model as the ownership math, surfaced on the same beneficial-owners roster. A 0%-equity controller (an outside director, a trustee, an appointer) never gets silently dropped, and a senior officer’s title carries through to the report.

Role assignments live on the entity they govern — not in a separate spreadsheet you have to reconcile back to the ownership tree.
Senior officer titles (CEO, CFO, COO, General Counsel, President, or your own free-text) carry through to PDFs and meeting views.
Control-only people — zero ownership, real influence — surface on the BO roster alongside owners, never silently dropped.
One roster, both lenses — ownership and control basis side by side on the same report. No toggling between systems.

Substantial control — Add Controlling Person modal with role assignments

Meeting Mode · live, on screen

Live dashboards for your client meetings.

A curated view of the platform itself, branded with your firm’s logo — with the same controls your team uses internally, so no one has to learn a second system.

Only the family you’re meeting with is visible — no other clients reachable from inside it.
Editor controls hidden — nothing on screen can be changed by accident.
Same diagrams your team uses internally, branded with your firm’s logo.

Meeting Mode — branch view of a family ownership structure

PDF reports · branded, on paper

Branded reports, built from the same live data.

The other format. Export any structure as a polished, presentation-ready PDF — same diagrams, same tables, same calculated values as the dashboard the team uses in Meeting Mode. Your firm’s logo, custom titles, and disclosure footers on every page. Bundle assets together as a saved report group, or bundle people for recurring beneficial-owner rollups. Use them wherever the team’s regular client reporting cadence already lives.

Single Asset, Group, Whole-Family, and Per-Person report types.
Full ownership diagram + entity summary + valuation history on a single asset report.
Saved bundles — define a report group once, regenerate the same PDF every quarter with one click.
White-label: your firm’s branding, not ours. Landscape letter format, optimized for report books.

Exported PDF report — landscape letter page from the asset BO report

Audit trail & data discipline

Every change tracked. Every value dated honestly.

Audit log on every action

Every login, every valuation change, every ownership edit is logged with the actor, the timestamp, the IP, and a human-readable description. Searchable by date range, by action, by user. CSV export. The trail is there if you ever need to walk it.

"Valued As Of" vs. "Entered" — kept separate

The date a number represents (the statement date) is different from the date it landed in the system. Branch Reporting tracks both, displays both, and flags stale valuations so you know what’s fresh and what isn’t before you walk into a meeting.

Bulk valuation upload

Paste a column of dates + values from the latest statement set. The platform parses, validates, and writes them in one shot. The cards turn green when everything’s accounted for.

Bulk entity upload

Onboarding a family with sixty entities? Paste the list, pick a type per row, import. Same UX as bulk valuations. No file format to learn, no template to download.

Everything you need to model, visualize, and report.