VestrixOS is holding company management software that replaces the spreadsheets, shared drives, and sticky notes running your private investment structure. One dashboard for every entity, deadline, and dollar.
Every subsidiary, LLC, and asset class in one view. Ownership percentages, entity types, jurisdiction, and key dates — no more digging through state filings.
Annual reports, registered agent renewals, tax deadlines. VestrixOS tracks every filing window and nudges you before anything is due — not after.
Operating agreements, mortgages, equity certificates, state filings. Auto-organized by entity and searchable by keyword. Your documents, finally findable.
Dividends, distributions, rental income, interest. Map every dollar flowing through your holding structure and see what each entity is contributing.
Track asset values over time. See which holdings are appreciating, which are draining cash, and where the portfolio weight sits across entity types.
Polsia runs daily — updating records, drafting filings, surfacing anomalies, summarizing portfolio health. Your holding company runs itself between check-ins.
VestrixOS includes a BOI Filing Assistant that generates the FinCEN BOIR JSON packet, identifies beneficial owners, and auto-creates compliance deadlines so you never miss a filing window.
Holding company management software is a purpose-built tool that organizes the entities, assets, compliance deadlines, and cash flows inside a private holding structure — replacing the spreadsheets, shared drives, and calendar reminders that most operators cobble together. VestrixOS is built specifically for this use case.
Each entity (LLC, LP, C-Corp, trust, etc.) gets its own record with ownership percentage, jurisdiction, EIN, and linked assets. You see the full hierarchy in one dashboard, track each entity's compliance status, and drill into individual asset performance — without switching between tools.
Yes. VestrixOS includes a BOI Filing Assistant that walks you through identifying beneficial owners, collecting the required identification documents, and generating the FinCEN BOIR JSON packet. It also auto-creates a compliance deadline so you're alerted before the filing window closes.
Yes. VestrixOS tracks distributions, capital calls, dividends, rental income, and interest payments at the entity level. YTD aggregates, monthly inflow/outflow charts, and reserve balances give you a real-time view of liquidity across the entire structure.
Generic accounting tools (QuickBooks, Xero) are built for single-entity bookkeeping. VestrixOS is built for multi-entity holding structures: entity hierarchy, ownership tracking, compliance deadlines per jurisdiction, BOI filing, and cross-entity cash flow in one place. It is not a replacement for your accountant — it is the operating layer that makes your accountant's job easier.
VestrixOS gives you entity inventory, compliance alerts, cash flow tracking, and BOI filing in one dashboard — purpose-built for private holding structures.
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