Ortes review
Affordable European-focused compliance workflows for multi-entity organizations.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Ortes is a web-based entity management, governance and KYC platform for businesses with group structures, family offices, legal service providers and other organizations managing complex corporate structures. It brings entity, person, director, shareholder and document data together, visualizes ownership, tracks compliance obligations and deadlines, and supports governance records, delegation of authority, UBO tracking and KYC packages. Its multi-country coverage and EU-hosted infrastructure suit European teams coordinating legal structures across jurisdictions.
Pricing is structured around a monthly base fee or annual per-entity billing. Essentials costs €150 per month, with capabilities including a single source of truth, Dutch Chamber of Commerce integration, cap tables, compliance calendars, structure charts and document management. Annual Essentials pricing is €10.65 per entity per month, with a 15% discount on the monthly rate. Professional costs €395 per month and adds timeline and historical charts, audit trails, activity logs, custom roles and permissions, delegation of authority, UBO tracking and form export. Annual Professional pricing is €8.50 per entity per month, billed annually, with a 15% discount on the monthly rate. Enterprise adds a dedicated isolated environment, resource-level permissions, an annual external security audit, cybersecurity insurance, incident response policy and premium support with SLA. A 14-day trial provides an evaluation period.
The strongest fit is for teams that need structured compliance workflows rather than a narrow document repository. Ownership calculations, historical views, audit activity, AI document analysis, role-based access and MFA cover a broad operational and governance scope. Integrations with the Dutch Chamber of Commerce, SharePoint, CompanyInfo and DocuSign can support existing processes. Teams with very large portfolios should assess the 10-entity entry limit and the move to custom Enterprise pricing. Ortes is a practical choice for European organizations needing entity, ownership, governance and KYC coordination; smaller teams seeking only basic document storage or organizations requiring a non-web deployment should look elsewhere.
Questions about Ortes
Does Ortes have a free plan? No free plan is listed; paid plans start at €395/mo (Professional).
How much does Ortes cost? Ortes lists 2 paid plans; the lowest is Professional at €395/mo.
Is there a free trial of Ortes? Yes: a 14-day free trial; no card is needed.
What does Ortes run on? Web. It runs in the cloud.
What does Ortes integrate with? 4 integrations: Dutch Chamber of Commerce, SharePoint, CompanyInfo and DocuSign.
Who is Ortes built for? Small businesses, mid-market companies and enterprises (our editorial estimate).
Ortes pros and cons
- Where it wins
- Ownership charts, entity records and governance data in one workspace
- Compliance calendars, deadline alerts, UBO tracking and KYC exports
- AI extraction, MFA and integrations with SharePoint and DocuSign
- Where it doesn't
- Essentials starts with a 10-entity limit
- Enterprise pricing is custom rather than published
- The platform is web-only
Ortes fact sheet, pricing and score →
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