Does Portal 360 offer consolidated financial reporting?

Yes. The Entity Manager feature includes tools for lodgment tracking & consolidated financial reporting to give Fractional CFOs comprehensive oversight of their clients' financial standing.

Can I export client entity data from Portal 360?

Yes. Portal 360 allows users to export Entity data with just one click, making it easy to use the data in external financial modeling tools.

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Tools for Fractional CFOs

Entity Management Tools for Fractional CFOs

Unprecedented visibility across complex corporate structures.

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Built around how your practice actually works

Fractional CFOs and advisory directors manage complex, multi-entity portfolios. You need a platform that provides a top-down view of corporate health without getting lost in the weeds. Portal 360 equips you with centralised control over all client entities and documents.

What you get with Tools for Fractional CFOs

Everything below is part of the same connected platform, so the work your team does here shows up everywhere else in Portal 360.

Dedicated Entity Manager

Replace disjointed spreadsheets with a single place for consolidated client entity management. The Entity Manager provides clear visibility across all entities, allowing you to easily handle shareholding and director management.

Financial Oversight & Portability

Stay on top of compliance with built-in lodgment tracking & consolidated financial reporting. Need to model scenarios externally? It takes just one click to export Entity data.

Centralised File Centre

Manage complex financial documents securely. The File Centre offers centralised document storage with easy search functionality. Keep files highly organised using file tagging and folder management, ensuring files are always linked to specific clients and jobs.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

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Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Yes. Portal 360 includes an Entity Manager that provides a single place for consolidated client entity management. It offers clear visibility across all entities, including shareholding and director management.

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