for Advisory firms

for Advisory firms

for Advisory firms

A crystal clear view of Client Challenges

Unlock client value and boost service revenue with advanced Business Intelligence and world-class visual collaboration

Corporate Structure Visualisation

Dynamic visual canvas for creating and modelling corporate structures in real time in map or database view

Dynamic visual canvas for creating and modelling corporate structures in real time – in map or database view

Grid

Grid

Map

Grid

Umbrella Corporation

Cosec & Legal

Manage legal entity data for all group companies, from directors and shareholders to filing dates, documents, board meetings, notes, and service providers. Use the visual canvas to streamline and organise these data sets. All in one place.

includes

Entity Data

Entity Data

Entity Data

Filing Dates

Filing Dates

Filing Dates

Shareholders

Shareholders

Shareholders

Directors

Directors

Directors

Service Providers

Service Providers

Service Providers

Docs & Notes

Docs & Notes

Docs & Notes

Financial Relations

Streamline and control internal and external financial relationships, identifying hidden risks and exposures.

Monitor terms, add credit ratings, track financial covenants, and maintain records with files and notes. Easily import data via file upload or data retrieval.

Relation types

Inter-company Loans

Inter-company Loans

Inter-company Loans

Inter-company Trading

Inter-company Trading

Inter-company Trading

Guarantees

Guarantees

Guarantees

Bank Loans

Bank Loans

Bank Loans

Investment Lines

Investment Lines

Investment Lines

Loan

Bank Loan

Investment Line

Trading

Guarantee

Exposures by Currency

USD

GBP

Net Position

Net Position

Exposures

Identify & Manage Exposure Risks

Uncover and manage hidden risks within your organisation, including entity-level intercompany tax and currency exposures, cross-company risk management, bank loans, and investment line exposures.

covered exposures

Currency

Currency

Currency

Tax

Tax

Tax

Interest

Interest

Interest

Counterparty Risk

Counterparty Risk

Counterparty Risk

Covenants

Covenants

Covenants

Bank Loan

Bank Loan

Bank Loan

Investment Line

Investment Line

Investment Line

Multiple Clients.
One Workspace.

Multi-organisational access lets you switch between clients in your workspace, transfer ownership instantly, and retain access as needed.

user roles

Owner

Owner

Owner

Admin

Admin

Admin

Editor

Editor

Editor

Viewer

Viewer

Viewer

NC

NC

BW

W

KR

NC

BW

W

Ready for more?

Delve deeper into the world’s first platform, built for true cross-functional excellence.

User Access Control

Create custom users access for key users both inside and outside your organisation.

Configure Access

Bruce Wayne

Status:

Role:

User Access Control

Create custom users access for key users both inside and outside your organisation.

Configure Access

Bruce Wayne

Status:

Role:

Version Control

Coming Soon

Track changes, roll back instantly, and maintain one source of truth.

Version History

NC

W

KR

KR

KR

Version Control

Coming Soon

Track changes, roll back instantly, and maintain one source of truth.

Version History

NC

W

KR

KR

Beneficial Ownership

Maintain accurate KYC and beneficial ownership data and ensure compliance with bank and finance facilities.

Portal Industries

Rick Sanchez

Morty
Smith

Summer Smith

Citadel Investments

Beneficial Ownership

Maintain accurate KYC and beneficial ownership data and ensure compliance with bank and finance facilities.

Portal Industries

Rick Sanchez

Morty
Smith

Summer Smith

Citadel Investments

Beneficial Ownership

Maintain accurate KYC and beneficial ownership data and ensure compliance with bank and finance facilities.

Portal Industries

Rick Sanchez

Morty
Smith

Summer Smith

Citadel Investments

Files & Documents

Upload key financial docs for entities, financial relations, groups, divisions and Cosec.

Files & Documents

Upload key financial docs for entities, financial relations, groups, divisions and Cosec.

Files & Documents

Upload key financial docs for entities, financial relations, groups, divisions and Cosec.

Get Access

Request Free Trial

Please note, we only accept requests from business emails. To tailor your experience, a brief onboarding call may be required to better understand your needs.

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

Get Access

Request Free Trial

Please note, we only accept requests from business emails. To tailor your experience, a brief onboarding call may be required to better understand your needs.

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

Get Access

Request Free Trial

Please note, we only accept requests from business emails. To tailor your experience, a brief onboarding call may be required to better understand your needs.

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

Newsletter

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

© 2024 Fuseable Limited. All rights reserved.

Newsletter

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

© 2024 Fuseable Limited. All rights reserved.

Newsletter

By submitting, you consent to Fuseable storing and using your personal data in accordance with our Privacy Policy

© 2024 Fuseable Limited. All rights reserved.