Entity Management

Safeguard shareholder interest with holistic records management & pinpoint retrieval

Proactively track key entity information, events, tax filings, annual reports, and capitalization information for each series of stock, with significant time-savings and trustworthy corporate data. A single point of control for all your entity information, TeamConnect Entity Management allows you to retrieve records quickly, easily, and with confidence in the accuracy of evolving matter content.

Shareholders know that sound corporate governance is critical to your organization’s performance. TeamConnect Entity Management allows you to better track corporate records to prevent structural conflicts, protect investor interests, and safeguard corporate health.

Corporate Secretaries can better manage legal and ownership structures, corporate history, and minute books. Validations and pre-defined controls ensure that your records are accurate, complete, and compliant; so that you can attest to their legitimacy with confidence. TeamConnect Entity Management delivers the time-savings and efficiency gains necessary for the smooth operation of your governance principles.

Keep your organization current and compliant

• Ensure your corporation’s integrity and well-being with accurate records and accessible information. TeamConnect helps you manage entity information efficiently and proactively.
• Manage minute books, ownership records, and capitalization information, and other critical information related to your corporate entities.
• Ensure that your corporate records are filed, protected, indexed, current, and compliant.
• Guarantee that records are retained according to the proper laws and regulations.
• Document and track responses to shareholder inquiries.
• Retrieve records quickly and easily from one centralized location using sophisticated searches.
• File legal and compliance reports in a cost-effective and timely manner.
• Keep key people and departments, such as: general counsel, outside counsel, tax and finance departments, legal secretaries, and paralegals, up to date on critical information.
• Improve response times and enhance communication with your board of directors, senior management, and shareholders.
• Monitor critical events related to your entities and receive reminders for important dates.
• Coordinate board and committee meetings easily by linking with an integrated calendaring system.

Access and report with confidence in information accuracy

Conduct enterprise-wide searches for critical information. TeamConnect’s single point of control for all corporate records allows you to retrieve accurate records quickly and efficiently.

Dashboards and reporting capabilities provide a holistic view of your governance and compliance operations so that you can immediately alert senior officers to matters that require immediate attention. 

Collaboratively integrate internal personnel with distributed compliance & governance operations

Integrate corporate governance operations with internal departments, so that you gain immediate access to corporate, legal, and regulatory matters. An enterprise-wide solution, TeamConnect Entity Management allows you to collaborate with inside and outside counsel, finance groups, directors, and senior officers to share information and eliminate redundancies in work effort.

With easy access to critical information, you will improve response times, enhance communication, and generate reports efficiently for your board and committee meetings. 

Adapt to new policies quickly and easily

Benefit from a technology investment that evolves with new regulations and corporate policies. Business users can take charge and configure new business rules, ensuring the low cost of ownership and ease of maintenance.

Configurable, scalable, and extensible, TeamConnect is the most flexible legal solution addressing industry-specific and business-specific legal operations challenges, regulatory compliance issues, and future legal process demands.

Integrate your existing applications

Link all your applications into a single point of control. TeamConnect enables seamless inter-operability with external applications and legacy systems through XML’s open standards. Integrate with departmental systems and partner compliance point solutions.

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