Alethia vs Computershare BoardWorks

Alethia is entity management software for private equity, funds and investment managers, keeping entity records, ownership, documents and compliance information together. Structure charts use entity and ownership records and export to PDF, PowerPoint or Excel. The deal pipeline tracks six stages and can create a draft holding entity at Heads of Terms. Its funds-flow workflow checks whether sources and uses reconcile; someone other than the preparer must approve release. Incoming KYC requests are divided into requirements with proposed answers and identified sources, and each answer needs human approval. Alethia records bank accounts, signatories and mandate controls, but does not move money or show live payments. Entities and key fields can be imported from CSV. Two-factor authentication is required for all users, and material changes enter an append-only audit trail. The free plan covers five managed entities. Registry is listed at £1,000 per year, billed yearly at £12,000, excluding VAT, with a 12-month commitment and 100 active entities included; additional entities cost £10/month each.

Computershare BoardWorks is a board management platform for boards and committees, with tools for meeting preparation, document handling and member participation. It creates board books automatically and lets users assemble board packs by drag and drop. Members can store, review, annotate and share documents; annotations can be remotely wiped. Built-in voting, evaluations, surveys and feedback tools support board decision-making. The platform works online and offline, and users can choose which documents synchronize. BoardWorks integrates with Microsoft 365 and DocuSign. Its security features include encryption, biometric and two-factor authentication, and remote wiping. Computershare describes its data centers as secure facilities meeting SSAE16 and AT 101 requirements. Supported languages include English, Spanish, Simplified Chinese, Traditional Cantonese, French, German and Danish. Clients receive dedicated 24/7 support, onboarding training and live chat. The subscription includes all modules and unlimited committees, with additional users charged. BoardWorks is marketed to corporations, nonprofits, healthcare organizations, credit unions, higher education institutions and banks. Pricing is available on request.