Best practice management software for fractional CFOs
Fractional CFOs run several client engagements at once, each with multiple entities. The best software keeps every entity, contact, task and document on one client record, with reporting and client collaboration built in. Portal 360 provides an Entity Manager, client segments, worksheets and workflows, reports with scheduled exports, and a client portal.
What to look for, and how Portal 360 measures up
Use these criteria with any vendor. Each shows what Portal 360 provides so you can compare like for like.
Multi-entity client records
A single client may have a company, a trust, a fund and individuals.
Portal 360: Portal 360 holds companies, trusts, funds and individuals as entities with tax details, banking, worksheets, contacts and relationships, and an Entity Manager gives consolidated visibility.
Engagements you can run in parallel
Work across many clients must stay organised.
Portal 360: A worksheet per engagement, with Kanban, table or card views, filters by client and a Company dashboard tab for workload.
Reporting you can share
CFO clients expect clear reporting.
Portal 360: Reports and Analytics has an Executive Dashboard, a report builder, ready-made templates, CSV, Excel and PDF export and scheduled email delivery (marked beta).
Client collaboration
Clients need a secure place to approve, sign and share.
Portal 360: Client portal access, protected file links, e-signatures and client approvals.
Knowledge that stays with the practice
Methods and checklists should be reusable.
Portal 360: Knowledge Studio provides an internal handbook with folders, pages and per-folder access, and workflow and checklist templates capture repeatable work.
Cost that fits a small team
Fractional practices are often one to five people.
Portal 360: Per-user pricing from A$29 per month and a 7-day free trial.
Portal 360 is a good fit if
- Fractional and part-time CFOs with several engagements
- Advisors managing clients with multiple entities
- Small teams wanting reporting and collaboration in one place
It may be less suited if
- Teams needing consolidated financial statements produced from ledgers inside the platform: Portal 360 works alongside your accounting software
Common questions
What is the best software for a fractional CFO managing many client entities?
Portal 360 manages clients and every entity behind them (companies, trusts, funds and individuals) with tax details, banking, worksheets, contacts and relationships on one record, plus client segments, tasks and reports.
Can fractional CFOs share reports with clients from Portal 360?
Yes. Reports can be exported to CSV, Excel or PDF and scheduled to be emailed. Reports and Analytics is currently marked beta.
Does Portal 360 give clients a portal?
Yes. Give client contacts portal access to approve work, sign documents and receive shared files.
Last updated 18 October 2026. Prices in Australian dollars, excluding GST.
Try it with your own clients
7-day free trial on Starter, Professional and Advanced. Or talk to an Australian specialist.