Folioptic

Platform

Every Feature Built for How Family Offices Actually Operate

Not a generic corporate governance platform. Purpose-built for the complexity of multi-entity, multi-generational, multi-jurisdiction family office structures.

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01 / 05

One system of record for every entity in your structure.

Most family offices manage their entities across a mix of spreadsheets, shared drives, and outdated tools. As structures grow — new operating companies, SPVs, successor trusts — the patchwork becomes unmanageable. Folioptic replaces that patchwork with a single, structured record of every legal entity you manage.

Entity Registry

  • Manage any entity type: LLC, C-Corp, S-Corp, LP, LLP, Trust, Foundation, Nonprofit, Sole Proprietorship
  • Store formation details, jurisdiction, registered agent, EIN, and key dates
  • Track entity status: active, inactive, dissolved, pending

Ownership Hierarchy Visualization

  • Map ownership at every level: person-to-entity, entity-to-entity, trust-to-entity
  • Tiered holding companies, cross-ownership, minority interests, carried interests
  • Interactive org chart with drill-down to individual beneficial owners
  • Exportable diagrams for legal review and estate planning

People & Principals Registry

  • Records for all beneficial owners, officers, directors, trustees, and advisors
  • Cross-reference roles and ownership positions across every entity
  • Full audit history of ownership transfers and role updates

02 / 05

The Corporate Transparency Act created ongoing compliance obligations. Folioptic makes them manageable.

The CTA went into effect January 1, 2024, requiring most U.S. entities to file beneficial ownership information (BOI) reports with FinCEN. For family offices managing dozens or hundreds of entities, manual tracking is operationally unsustainable. Folioptic automates the compliance workflow end to end.

Beneficial Ownership Inventory

  • Automatically identify reporting companies within your entity structure
  • Apply the 23 CTA exemptions to flag exempt entities
  • Maintain current beneficial ownership records for each reporting company

Filing Status & Change Management

  • Track filing status: filed, pending, overdue, exempt — across your full portfolio
  • 30-day reporting window alerts when a triggering change occurs
  • Automated reminders for initial filing and update deadlines

Reporting & Export

  • Generate audit-ready BOI reports for any entity or group
  • Export for external counsel review or internal compliance sign-off
  • FinCEN report preparation assistance

03 / 05

Your corporate documents, organized by entity — not by folder.

Corporate documents are the legal foundation of every entity. Formation docs, operating agreements, trust instruments, stock certificates, compliance filings — they need to be accessible, organized by entity, and linked to the ownership and compliance records they support. Folioptic's document vault does that, with AI-powered extraction that reads your documents and populates entity data automatically.

Entity-Linked Document Storage

  • Upload any document type against any entity: PDF, Word, Excel, images
  • Organize by category: formation, governance, compliance, ownership records
  • Tag documents for cross-entity search
  • Version control: upload new versions without losing prior history

AI-Powered Data Extraction

  • Reads formation documents and extracts: entity name, state, registered agent, officers, ownership interests
  • Extracted data pre-populated into entity records
  • Extraction review workflow: confirm or override before saving

Access Controls

  • Role-based document access: restrict sensitive docs to principals or specific advisors
  • External advisor sharing: read-only access to specific document sets
  • Download and print controls per document

04 / 05

Plan for the generation after next.

Succession is not a single event. It's a series of decisions, transfers, and structural changes that play out over years or decades. Folioptic's estate planning tools let family office principals and their advisors model scenarios, track succession events, and coordinate the entity-level changes that accompany generational wealth transfer.

Succession Scenario Modeling

  • Create and compare multiple succession scenarios against your current entity structure
  • Model ownership transfers, trust distributions, and entity dissolutions
  • Scenario comparison view: current state vs. proposed state

Succession Event Tracking

  • Document planned and completed events: ownership transfers, trustee changes, new formations
  • Link events to affected entities and ownership records
  • Track events by generation, family branch, or planning timeline

Estate Planning Workflow Support

  • Flag entities requiring new operating agreements as part of a succession plan
  • Generate pre-succession compliance checklists
  • Export scenario summaries for estate counsel review

05 / 05

The reports your advisors, counsel, and trustees actually ask for.

Every advisor interaction, every board meeting, every estate review starts with the same question: "Can you send me the current structure?" Folioptic makes that a one-click answer instead of a half-day project.

Ownership Org Chart Export

  • Export full ownership hierarchy as visual org chart (PDF, PNG)
  • Customizable: show/hide entities, display ownership percentages
  • Branded export options for client-facing use

Compliance & Entity Reports

  • Entity-by-entity compliance status: filing status, deadlines, recent changes
  • Complete entity detail reports: formation, ownership, documents, compliance history
  • Jurisdiction breakdown reports for multi-state/multi-country structures

Custom Report Builder

  • Select fields, filter by entity attributes, group by project or advisor
  • Schedule recurring reports for advisors or internal stakeholders
  • Export to CSV, PDF, or Excel

Platform

Built on a modern stack. Designed for enterprise security requirements.

Authentication

SSO via enterprise identity providers. SAML-compatible on Enterprise.

Document Storage

Encrypted at rest and in transit. Self-hosted option for Enterprise.

Audit Logging

Every change, every access, every export — time-stamped and attributed.

API Access

REST API on Business and Enterprise for integration with existing systems.

Data Export

Full data portability — export your complete entity registry at any time.

See the full platform with your structure as the example.

Request a working demo and we'll walk you through entity management, compliance tracking, and ownership visualization using a realistic family office structure.

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