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EntityOversight review

#16 of 27 in Legal Entity Management Software

A focused platform for multi-entity governance, ownership records, and compliance screening.

7.7/10Editor score
EntityOversight7.7 Try EntityOversight

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

EntityOversight is a legal entity management platform for management companies and corporate service providers overseeing multi-entity portfolios. It brings together incorporation and corporate-status tracking, statutory shareholder, director, and officer registers, board and shareholder resolutions, ownership percentages, share capital, corporate roles, and document records. Its compliance focus extends to entity risk assessment, sanctions and PEP screening, documented review decisions, scheduled re-screening, and follow-up workflows. The platform supports web and self-hosted deployment, with multi-country jurisdiction coverage and an entity limit of 30.

The portfolio-based pricing structure is designed around the number of active entities under administration. Small Portfolio includes core governance features and is aimed at boutique management companies or new portfolios. Growing Portfolio adds reduced unit pricing at higher volume, along with standard onboarding and support. Enterprise Portfolio provides custom unit pricing and terms, with SLA and dedicated support options. According to the published plan structure, there is no free plan, and prospective customers engage through contact sales rather than a self-serve purchase flow.

EntityOversight is a strong fit for teams that need one system for governance records, ownership structures, corporate documents, risk scoring, and recurring sanctions or PEP reviews. PDF and CSV export support makes records portable, while linked relationships connect entities with directors, shareholders, and signatories. Teams primarily seeking a compliance-oriented entity register should find the feature mix well aligned with that need. It is less suitable for buyers who require a free starting tier, fixed public pricing, or a simple individual-entity tool rather than portfolio-oriented administration.

EntityOversight pros and cons

  • Where it wins
    • Combines entity lifecycle tracking with statutory registers and governance records
    • Adds risk scoring, sanctions screening, PEP checks, and scheduled re-screening
    • Supports SaaS or self-hosted deployment for multi-entity portfolios
  • Where it doesn't
    • There is no free plan for evaluation or smaller-scale use
    • Pricing is handled through contact sales rather than self-serve checkout
    • Enterprise pricing and terms are customized by portfolio

EntityOversight fact sheet, pricing and score →

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