Resources: Events, Release Notes, & On-Demand Webinars

Release Notes

• November 2024 Release Notes - Account Data, Org Charts, and Recurring Orders
• September 2024 Release Notes - Enhancements to User Roles and Permissions
• June 2024 Release Notes - Org Chart Enhancements [Video]
• February 2024 Release Notes - Entity Information Tab
• January 2024 Feature Release - Personas [Video]
• October 2023 Release Notes

See all 20 articles

On-Demand Webinars

• Mitigating Risk & Managing Sensitive Information with EntityKeeper
• Monitoring, Managing, and Maintaining Entity Health
• Unlocking Growth: Transforming Entity Management Challenges Into Opportunities
• Using EntityKeeper to Simplify Reporting for the Corporate Transparency Act

Client Workshops

• Mastering Stock Classes, Ownership Changes, and Complex Org Charts

Glossary

• Key Terms in Entity Management and Compliance