A Smarter Way to Manage Your Entity Portfolio
Managing an expanding portfolio of business entities often means managing an expanding collection of information, documents, deadlines, and responsibilities. What may begin with a spreadsheet and a shared folder can become increasingly difficult to maintain as organizations grow, add entities, enter new jurisdictions, or involve more people in the entity management process.
That’s why Capitol Services is excited to introduce CEM Pro, an enhanced entity management solution designed to give clients a more organized and centralized way to manage their entire entity portfolio.
CEM Pro builds on the convenient access available through our standard CEM platform by adding tools for more active entity management. In addition to Capitol-represented entities, CEM Pro allows clients to add and manage entities for which Capitol Services does not serve as registered agent, bringing a broader portfolio together in one place.
One Portfolio. More Visibility. Less Searching.
Entity information rarely lives in just one place. Documents may be stored in shared drives. Deadlines may be tracked on spreadsheets or calendars. Ownership information may be maintained separately. And when someone needs an answer quickly, finding the right information can require searching across several different resources.
CEM Pro is designed to bring more of that work together.
With CEM Pro, clients can:
- Manage a broader entity portfolio. View entities represented by Capitol Services alongside entities for which another registered agent may be appointed, creating a more complete picture of the organization’s portfolio.
- Centralize important documents. Upload, organize, search, and associate documents with the appropriate company or registration so important records are easier to find when they are needed.
- Manage tasks and deadlines. Create and track entity-related tasks, deadlines, and reminders and connect that work to the relevant entity.
- Maintain greater visibility into management and ownership. CEM Pro tracks changes in management and ownership information, providing visibility and making it easier to understand changes over time.
- Find and use information more efficiently. Multi-level views, search and filtering capabilities, custom exports, and company snapshot reports help users access and share entity information without relying on multiple tracking methods.
The goal is simple: replace fragmented entity management processes with a more organized, connected workspace.
CEM or CEM Pro: Which Is Right for You?
Not every organization needs the same level of entity management functionality.
Our standard CEM platform provides Capitol Services registered agent clients with centralized access to the entity and service information we maintain for them. It is a simple, user-friendly way to view relevant company and registration information, search records, export data, and place orders with Capitol Services.
CEM Pro is designed for organizations that need to do more.
It may be a good fit if your organization:
- Manages multiple entities or jurisdictions
- Needs to include entities that Capitol Services does not represent
- Relies heavily on spreadsheets, email, shared drives, or other resources to manage entity information
- Wants documents, tasks, deadlines, and entity information accessible through a more centralized environment
- Has multiple team members who need shared visibility into entity records
- Frequently needs to compile entity information, documents, or historical management and ownership information
A simple way to think about the distinction is this: CEM provides centralized access to the information Capitol Services maintains for you. CEM Pro adds tools that allow you to more actively manage your broader portfolio.
Built to Grow with You
As organizations expand, entity management can become more complex. More entities often mean more records to maintain, more people who need information, and more activity to coordinate.
CEM Pro gives legal and corporate teams a scalable, intuitive way to manage their entity portfolio, bringing important information and tools together in a user-friendly platform designed to grow with their needs. Centralized access to entity information, documents, tasks, deadlines, and historical information makes it easier for teams to find what they need and keep work moving.
CEM Pro is now available.
Interested in seeing how it works? Contact your Capitol Services representative or request a CEM Pro demonstration to explore whether the platform is the right fit for your organization.