Entity Groups

Entity Groups let you organise related companies into hierarchical structures — perfect for managing corporate groups, holding companies, and subsidiaries.

Creating a Group

1. Navigate to Entities → Entity Groups (from the sidebar sub-menu)
2. Click + Create Group
3. Enter:
   • Group Name (e.g. "Smith Holdings Group")
   • Parent Entity — the holding company
4. Click Create

Adding Subsidiaries

Once a group exists:

1. Open the group from the Entity Groups list
2. Click + Add Entity
3. Search for and select the subsidiary entity
4. Define the relationship:
   • Ownership % — percentage held by the parent
   • Relationship Type — subsidiary, associate, or joint venture

Group Hierarchy View

Atlas displays group structures as a visual tree:

Smith Holdings (Pty) Ltd ← Parent
├── SmithTech (Pty) Ltd (100%)
├── Smith Properties (Pty) Ltd (75%)
│   └── SP Residential CC (100%)
└── Smith Advisory Trust (Controlled)

Group-Level Features

Feature	Description
Consolidated Compliance	See all deadlines across the group
Group Reporting	Aggregated financial summaries
Cross-Entity Persons	Directors and officers across group entities

Use Cases

• Holding structures — Track group-wide compliance for a holding company and its subsidiaries
• Family groups — Family trusts with underlying companies and properties
• Partner portfolios — Group entities by managing partner for workload distribution