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Features

Managing corporate entities is complex. The software shouldn’t be.

NEWTON gives CFOs, fund administrators, corporate secretaries, and operations teams one platform to manage entity data, track compliance deadlines, handle documents, and approve invoices across every entity and structure they run.

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Entity data management

All your entity data in one place, not scattered across spreadsheets

Registration numbers, director lists, shareholder registers, board documents. When these live in different files, inboxes and drives, something always gets missed. NEWTON centralises every data point per entity in a single structured system.

NEWTON entity data management screen
  • Centralised data

    Registration numbers, directors, shareholders and documents, all per entity.

  • Project organisation

    Group entities under projects. Visualise the structure with the structure chart.

  • Custom fields

    Define your own data fields to capture what the defaults don't cover.

  • Data quality rules

    Flag incomplete or inconsistent data before it causes problems downstream.

  • To-do lists

    Track tasks and responsibilities automatically per entity.

Compliance management

Never miss a compliance deadline again

Corporate, tax, KYC and UBO obligations span jurisdictions and teams. When they live in someone's calendar or email thread, deadlines slip. NEWTON gives every obligation a clear owner, a due date and a place in the team's workflow.

  • Unified compliance view

    All tasks across all entities in one list, filterable by type, entity or status.

  • Assignments and reminders

    Assign tasks to team members. Set automated reminders ahead of each deadline.

  • Related documents

    Attach board minutes or convening notices directly to the task they belong to.

  • Multi-jurisdiction scope

    Manage corporate, tax, KYC and UBO obligations across jurisdictions.

NEWTON compliance tracking screen
Invoice approval

Invoices shouldn't sit waiting in someone's inbox

NEWTON routes each invoice through the right approval chain and documents every step.

NEWTON invoice approval workflow screen
  • Approval workflows

    Assign approvers per invoice category, at entity or project level.

  • Full step documentation

    Every action logged with timestamps, comments and notes.

  • Invoice upload

    Import invoices directly and see what needs attention next.

  • Vendor reporting

    Track outstanding amounts and approval progress by vendor, category or entity.

Document management

No more hunting for the right document version

Repetitive document work eats your team's week and quietly creates version chaos. NEWTON keeps every document tracked, current and generated straight from your entity data.

  • Document tracking

    Status, assignee, expiry date and custom fields per document.

  • Expiry reminders

    Flag documents that need renewing before they lapse.

  • Template management

    Upload your Word templates. NEWTON fills them with entity data.

  • Automated creation

    Generate documents from templates. No manual entry.

NEWTON document management screen
Security, access rights & audit trail

Clear records of who can access what, and who did what

When several teams touch the same entities, controlling access and proving what changed gets hard. NEWTON keeps permissions tight and records every action in an immutable trail.

NEWTON security, access rights and audit trail screen
  • Role-based permissions

    Control exactly who sees which entities and data.

  • SSO login

    Single sign-on, consistent with your existing systems.

  • Audit trail

    Every action logged with user, change and timestamp.

  • GDPR-compliant, EU-hosted

    Data stored and handled within the EU.

Reports

Cross-entity reporting without the manual Excel work

Preparing data for the board, auditors or regulators usually means hours of manual collation. NEWTON reports across your whole portfolio and exports in whatever format the recipient needs.

  • Pre-built reports

    Common entity management and compliance views, ready to use.

  • Custom report generator

    Build and save reports for your specific needs.

  • Flexible export

    Reports as Excel, CSV or TAB. Structure charts as PNG, SVG or PDF.

NEWTON compliance task reporting screen

Stay in control of your entity portfolio

Start a 14-day free trial. No credit card, no sales call. Bring your entities across and see NEWTON working with your own data.

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