Shareholdings Workspace
Central management of legal entities and participations in one structured, table-first workspace — replacing “final_v2.xlsx” and manual recalculation, especially around year-end and the audit.
- Entity master data: status, country, currency, reporting dates
- Direct & indirect participation quotas, calculated consistently
- Parent–child ownership hierarchy
- One-click export for annual financial statements & auditors (Excel/CSV)
- Portfolio-wide views and filters