Simplify Entity Management & Corporate Governance
Everything You Need to Run a Modern Corporate Secretarial Practice
KNOW EVERYTHING, IMMEDIATELY
Client Management Dashboard
Full-visibility and total control of your entire client portfolio — combined with key metrics and insights including client risk profile.
Literally everything you need to know and remember about your client entities. Sharable and dynamically refreshed —making it easy to collaborate securely with selected external parties.
Detailed Director & Shareholder Profiles— built for due diligence and KYC processes, and effective for stakeholder relations.
Every activity, every stakeholder, everything that has occurred for a client entity — organized by timeline, and easily searchable.
Share Registers & Cap Table Management
A single source of truth — on corporate structures and ownership; and a never-evolving management tool for effective management of client entities and subsidiaries.
EFFORTLESS CLIENT SERVICING
Integrated Messaging, Jobs, Documents & Client Portal
All client communications and related jobs in one place. Easily convert messages to tasks, and onboard new project members.
Job Management & Tracking
End-to-end project tracking keeps you in total control. With document-generation tools integrated into your workflow, your tasks will simply complete themselves!
Document Management & Generation
Manage resolutions, signatures andrecords of assets. Smart Tags make it easy for you to find and organisedocuments. E-signature and secure-sharing features enable you to collaborate without ever leaving the platform.
Automated Audit Trail & Secured Notes
You’ll never forget a thing — with automated audit trails that remember everything for you; and secure client notes that you can share with your team,or leave private.
White-labelled Client Portal
24/7 Client Support is now possible, with a self-service client dashboard that gives them direct access to their entity details.
SCALE WITH EASE
Smart Automation Tools
Reduce all routine tasks and client communication to a single click. And with document-generation tools integrated into your workflow, your tasks will simply complete themselves!
Automatic Stakeholder Notification & One-click Client Reminders
Automate and simplify all client communication — with reminder rules you can set, and message templates that save you time writing, copying and pasting.
Automate client-onboarding and company formation like a pro. Starboard’s incorporation tool is a form, and a customer onboarding script on steroids. It impresses clients, while saving you time and needless data-entry.
ACRA & MyInfo Integrations
Integrations that make life easier for you and your clients. Incorporate a company confidentially, conduct due-diligence in minutes, and extract detailed entity profiles from ACRA at a click of a button.
Your Services Marketplace
Keeping clients up-to-date on your expanding capabilities has never been easier — with a ‘Marketplace’ feature that showcases your comprehensive list of value-add services. It’s like selling, without selling.
Get your team started on Starboard today
It’s easy when we’re with you at every step.
Guided Onboarding. Try It Free for 30 Days. Cancel Anytime.