UPGRADE YOUR FIRM

Simplify Entity Management & Corporate Governance

Everything You Need to Run a Modern Corporate Secretarial Practice

KNOW EVERYTHING, IMMEDIATELY

Client Management Dashboard

Full-visibility and total control of your entire client portfolio — combined with key metrics and insights including client risk profile.

Entity Profiles

Literally everything you need to know and remember about your client entities.Sharable and dynamically refreshed —making it easy to collaborate securely with selected external parties.

Stakeholder Profiles

Detailed Director & Shareholder Profiles— built for due diligence and KYC processes, and effective for stakeholder relations.

Company Timelines

Every activity, every stakeholder, everything that has occurred for a client entity — organized by timeline, and easily searchable.

Share Registers & Cap Table Management

A single source of truth — on corporate structures and ownership; and a never-evolving management tool for effective management of client entities and subsidiaries.

Effortless Client Servicing

Integrated Messaging, Jobs, Documents & Client Portal

All client communications and related jobs in one place. Easily convert messages to tasks, and onboard new project members.

Job Management & Tracking

End-to-end project tracking keeps you intotal control. With document-generationtools integrated into your workflow, yourtasks will simply complete themselves!

Document Management & Generation

Manage resolutions, signatures andrecords of assets. Smart Tags make iteasy for you to find and organisedocuments. E-signature andsecure-sharing features enable you tocollaborate without ever leaving theplatform.

Automated Audit Trail & Secure Notes

You’ll never forget a thing — withautomated audit trails that remembereverything for you; and secure clientnotes that you can share with your team,or leave private.

White-labelled Client Portal

24/7 Client Support is now possible, witha self-service client dashboard that givesthem direct access to their entity details.

Scale with ease

Smart Automation Tools

Reduce all routine tasks and client communication to a single click. And withdocument-generation tools integratedinto your workflow, your tasks will simplycomplete themselves!

Automatic Stakeholder Notification & One-click Client Reminders

Automate and simplify all clientcommunication — with reminder rulesyou can set, and message templates thatsave you time writing, copying andpasting.

Auto-Incorporation Tool

Automate client-onboarding andcompany formation like a pro. Starboard’sincorporation tool is a form, and acustomer onboarding script on steroids. Itimpresses clients, while saving you timeand needless data-entry.

ACRA & MyInfo Integrations

Integrations that make life easier for youand your clients. Incorporate a companyconfidentially, conduct due-diligence inminutes, and extract detailed entityprofiles from ACRA at a click of a button.

Your Services Marketplace

Keeping clients up-to-date on yourexpanding capabilities has never beeneasier — with a ‘Marketplace’ feature thatshowcases your comprehensive list ofvalue-add services. It’s like selling, without selling.

Transform Your Practice, Effortlessly.

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Integrations

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