We’re excited to share the latest updates to the Athennian platform, designed to enhance your workflows and streamline your experience. Here’s what's new:
Configurable Ownership Views and Overall Ownership in Charts
Custom Ownership Views empower teams to establish, compute, and present ownership according to their tailored operational criteria, all while keeping core legal ownership entries completely intact. Workspace administrators can tailor these perspectives by criteria like holder interest type, voting or non-voting share classes, total shares, or votes per share, alongside manual percentage overrides when documented. Once configured, these views integrate directly into structure charts to display calculated top-down ownership across multi-layered organizations.
This capability transforms a single system of record into the flexible ownership perspectives required across legal, tax, finance, and compliance workflows.
Because corporate groups seldom rely on one static definition of control, variations in legal equity, voting power, beneficial interest, and weighted voting can drastically alter structural representations. By enabling teams to model these distinct angles directly within Athennian, Custom Ownership Views remove the friction of external spreadsheets and manual calculations without compromising core legal records.
For multi-tiered corporate entities, this turns Athennian into a powerful engine for analyzing ownership dynamics and tracking how equity cascades through every layer of your organization.
Availability: Customers on the Enterprise plan*.
Release Schedule: *This feature follows a phased release approach. If you are an Enterprise customer and don't see this feature in your environment yet, it will be available soon.
Structure Charts: Rich Text Editor for Note Shapes
Users can now apply different styles—including font, size, color, alignment, bullet list—to text by right-clicking a Note text box in Structure Chart and selecting “Rich-Text Edit”.
Availability: All customers.
Affiliations: New Role Level Field
Users can now add a dedicated Role Level field across all affiliation roles—including Principals, Affiliations, and Associations. This provides greater granular control when categorizing roles, tracking organizational hierarchies, and generating targeted reports.
Key enhancements include:
- Role Level Classification: Assign level designations to any affiliation role across Principals, Affiliations, and Associations.
- Custom Report Filtering: Use the “Affiliation Details: Level” field as a filter and column in Reports, field views, and table filters.
- Document Template Mapping: Code templates with the Level field available in the DXT collections.
- API Accessibility: Query, create, and update affiliation level data programmatically using the Open API.
Availability: All customers.
Standard Templates: Revamped US Resolutions Templates
We’ve revamped seven of our US standard templates in the US Standard Template Library. The table below lists each template with the task used to generate it and the entity type it applies to.
Revamped Templates
| Template Name | Task Type |
| Annual Consent of Directors | Annual Compliance |
| Annual Consent of Shareholders | Annual Compliance |
| Annual Consent of Managers or Members in Lieu of Annual Meeting | Annual Compliance |
| Special Action in Lieu of Directors Electing Officers | Change of Principals |
| Special Action in Lieu of Shareholders Appointing Directors | Change of Principals |
| Action by Written Consent of Members or Managers in Lieu of Special Meeting | General and Organizational |
| Special Action in Lieu of Directors - Custom Resolutions | General and Organizational |
Action required: To enable these templates in your environment, go to Templates > Standard Templates > search by the USA tag > toggle the “Enable for users” on.
Availability: Automatically included for all customers utilizing our Standard Template packages.