How Athennian Helps Asset Managers Increase Business Velocity

Increase client confidence and find the answers you need in seconds by centralizing business data in Athennian. Unlock best-in-class security standards and workflows to automate reporting, compliance, regulatory workflows, ownership, and more.

What Tools Does Athennian Have to Increase Visibility and Transparency?

Athennian is a collaborative tool with multi-level access permissions. Users of the platform can share areas of Athennian with investors, clients, and other stakeholders on a case-by-case basis. Documents and reports can be pulled and exported so the client can see only what is relevant to them. Read-only/limited access is also available for clients who need to log in to view interactive dashboards. Users can export charts with only what is “in frame” to allow for other confidential details to be hidden. 

Our platform allows users to: 

  • Quickly access local and international financial and ownership records.
  • View, modify, and share detailed ownershipstructures in just a few clicks. 
  • Manage entities, ownership, and compliance data in one place to create corporate transparency and a central source of truth.

How Does Athennian Support the Corporate Transparency Act or Other Global Beneficial Ownership Programs? 

Athennian provides businesses with a centralized system for entity creation, management, and information sharing. Teams can be confident that the data they are working from is up-to-date, secure, and accurate. Athennians ability to record ownership information in granular detail makes reporting for corporate transparency easier and more accurate. 

Walk through our  our self-guided product tour to view key workflows for corporate transparency. 

What Security Measures Does Athennian Practice to Ensure Confidentiality with Sensitive Portfolio Information? 

Athennian offers the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America. 

Athennian’s user permissions ensure that team-wide collaboration can still be acheived by providing specific user access so that stakeholders can view only the information they need.

For more information on Athennian’s security protocols, visit

How Can Organizations Ensure That Internal Team Members are Compliant When Viewing/sharing Client Equity, Shareholder, or Portfolio company Information? 

A key feature of the workflows in Athennian is time-stamped audit trails. They can be accessed by specific users only, and track what has been updated in the platform and by whom.

How Can I Learn More About Athennian & Its Capabilities for my Asset Management Organization? 

Visit to view key workflows for asset managers in a self-guided product tour. 

For more information on Athennian and how it can improve business velocity and maintain compliance, please request a demo with one of our specialists. 

Download the Athennian for Asset Managers Guide

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"Very easy to use, modern interface, excellent support. Athennian has an amazing conversion team. They helped us migrate all of our data and the training was very good."

Megan W, Director

“When we were reviewing other entity management systems on the market, in some cases, we were not comparing apples to apples. But with Athennian, there was really no comparison. The paralegals were so excited to come on board.”

Linda Escobar, Senior Paralegal

"There are so many things I like about this program, but the one thing that really stands out is the user friendly interface. The program is fast and allows me to enter corporate information very quickly and efficiently. I would also like to note that Athennian provides the most the fantastic customer service."

Kelly R, Corporate Law Clerk