Complex entity structures are rarely organized in one simple hierarchy. Teams need flexibility to capture the right information for different registrations and present structures in ways that reflect how the business actually operates. This month’s release introduces more configurable registration data and new charting capabilities that make complex structures easier to organize, visualize and communicate.
What’s New
Build More Flexible Structure Charts
New chart controls give teams greater flexibility over how entities and people are organized and displayed.
Teams can group entities by criteria such as region, organizational level or internal strategy, control how relationship lines connect to entities and condense large groups of records into stacks. This makes it easier to turn complex structures into charts that are practical to review, present and use across transactions and governance workflows.
Key enhancements include:
- Create levels and groups to organize entities based on business criteria rather than ownership relationships alone.
Learn more about it here.
- Control connection points to choose where relationship lines enter and exit entity objects for cleaner vertical or linear layouts.
Learn more about it here.
- Stack entities and people to represent large groups of connected records in a more condensed format.
Learn more about it here.
Availability: Customers on the Enterprise plan* or with the Enterprise Charts add-on.
Release Schedule: *If you are an Enterprise customer and don't see the new chart features in your environment yet, they will be available soon.
Capture Custom Data in Registrations
Custom fields can now be added to Registrations based on registration type, giving teams more control over the information captured for different filing and compliance workflows.
This allows teams to tailor registration records to specific requirements and keep relevant information connected to the right record, creating a more consistent approach to managing registration data.
Availability: Customers with the Starter (included in the Enterprise plan*), Growth or Scale Configurability add-on.
Release Schedule: *If you are an Enterprise customer and don't see the feature in your environment yet, it will be available soon.
Update Ownership Transactions Through the Write API
Existing ownership transactions can now be updated through the Athennian Write API, including key fields such as transaction amounts, dates and holders.
This gives teams more flexibility to keep ownership data synchronized with external systems, particularly when transaction details change at quarter-end or following a final close. For Private Equity teams managing portfolio company registers across multiple systems, updates can flow into Athennian with less manual re-entry.
Key enhancements include:
- Update fields on existing ownership transactions through the Write API
- Modify transaction amounts, dates and holders from external systems
- Keep ownership records more closely aligned with external sources
- Reduce manual updates when transaction details change after initial entry
Availability: Customers with the All Access API add-on.
Learn more about it here: https://developers.athennian.com/
Streamline Companies House E-Filings
Store multiple Companies House credential sets in Athennian and select the appropriate authorization profile when submitting e-filings through the Companies House API.
This gives teams managing filings across multiple accounts more flexibility to choose the right credentials directly within the submission workflow, reducing manual steps and helping filings move forward faster.
Key enhancements include:
- Store multiple Companies House credential sets within Athennian
- Select the appropriate authorization profile when submitting an e-filing
- Manage filings across multiple Companies House accounts more efficiently
- Reduce friction in the e-filing submission process
Availability: Customers with the Companies House E-File feature.
Plan Fund Structures with Saved Views
Save customized Fund Structure chart layouts as personal or team views, preserving entity positioning, connections, shapes and notes so you can return to them directly from the fund.
Saved Views make it easier to plan and visualize different fund scenarios without changing the underlying fund structure. Teams can map potential investments, upcoming deals or structural changes, share views with colleagues and revisit scenarios as plans evolve.
Key enhancements include:
- Save customized Fund Structure chart layouts as personal or team views
- Preserve entity positioning, connections, shapes and notes within each view
- Model potential investments, deals and structural changes without changing the underlying fund structure
- Return to saved scenarios as plans evolve
Availability: Customers with Private Markets access.
Automated Syncing for Beneficial Owner Affiliations
To help you maintain more accurate compliance records, Beneficial Owner affiliation statuses now automatically sync with their corresponding Holding status. When a holding balance reaches zero (empty or inactive status)—due to a transfer, cancellation, or other event—the system automatically updates the associated affiliation to "Inactive".
If new shares are issued to an inactive holding, the affiliation will reactivate automatically, keeping your data precise without manual intervention.
Availability: All customers.
Document Automation Enhancements
Standard Templates: Field Additions & Label Alignment Updates
We’ve updated our standard Entity Summary template, introduced new data fields and renamed existing text labels to perfectly match the data field terminology used in the platform's Entity Overview.
What Changed?
| Template Name | Previous Label | New Label |
| Entity Summary | None | Matter Number |
| None | Minute Book Number | |
| Client Name | Company Group |
Action Required?
Optional: No immediate action is required. Standard templates are already updated in your workspace. If your team manages custom templates and wishes to mirror these enhancements, you can apply the following updates:
- Renaming Labels: Simply rename the text label within your custom templates to match the terminology.
- Adding New Field(s): Reference or copy standard template syntax, then insert it into your custom template.
Availability: Automatically included for all customers utilizing our Standard Template packages.