One platform for
every company you run.
A live dashboard, structured onboarding, stakeholder & KYC tracking, banking, clients, subscriptions, role-based access, no-code customisation, and immutable audit trails — all in one professional platform.
Your Platform at a Glance
A live overview the moment you log in — metrics, trends, KYC health, and the latest activity across your portfolio.
Live Stats Cards
Companies, clients, stakeholders, and bank accounts surfaced in headline figures on the dashboard.
Weekly Activity Chart
A seven-day audit-event chart so you can spot bursts of activity and quiet patches at a glance.
KYC Overview Panel
Approved, In Review, Pending, Rejected, and Expired KYCs side by side, ready for action.
Recent Activity Feed
The latest creations, approvals, and changes — categorised, colour-tagged, and timestamped.
Full Company Lifecycle
From the first onboarding step to ongoing management, Nexara handles every part of your corporate portfolio.
Structured Onboarding
Capture registration, addresses, financials, and legal structure in a guided, structured workflow.
JSONB Data Flexibility
Store any company data field without schema migrations. Adapt to each company's unique shape.
Lifecycle Status
Track every company through Active, Pending, Inactive, and Suspended with full history.
Multi-Company Portfolio
Run one company or hundreds from a single platform with complete per-company data isolation.
People Behind the Companies
Track every individual and entity connected to your companies with full relationship and compliance visibility.
All Stakeholder Types
Shareholders, directors, secretaries, beneficial owners, and general stakeholders — all in one place.
Individual & Corporate
Track human shareholders alongside corporate entities with the right fields for each entity type.
Five-State KYC Workflow
Pending → In Review → Verified, Rejected, or Expired. Move records through compliance with a clear flow.
Shareholding Records
Capture share counts and ownership percentages for clean corporate governance reporting.
Clients, Accounts & Currencies
Manage individual and corporate clients alongside the bank accounts that power their relationships.
Client Profiles
Individual and corporate clients with business name, registration number, group, and status.
Multi-Currency Accounts
Bank accounts in any currency with IBAN, SWIFT/BIC, account numbers, sort codes, and bank details.
One-Click Status Toggle
Activate, deactivate, or cancel clients and stakeholders — every change is audited automatically.
Filter, Search & Export
Server-side search and filters across the portfolio, with one-click CSV export of the filtered set.
Plans, Quotas & Payments
Tiered subscription plans with quotas, feature gates, and a self-serve billing experience baked in.
Tiered Plans
Individual and Business plans with the right limits, features, and FAQ for each segment.
Quotas & Feature Gates
Per-plan caps on users, departments, clients, and stakeholders — plus unlockable features like custom branding.
Billing Summary
Active plan, renewal status, and quota usage in a single panel inside Configurations.
Payments & Cancellation
Update billing address, change payment method, or cancel cleanly with notice — all from the platform.
Permissions Down to the Action
Fine-grained, component-level permissions ensure every team member sees exactly what they should — no more, no less.
Four User Tiers
Super Admin, IT Admin, User, and Client — each with precisely scoped baseline permissions.
Components & Rights
Every page and button is a component with its own view, add, edit, and export rights.
Reusable Access Groups
Bundle access rights into reusable groups and assign them to teams in seconds.
Departments
Organise users into departments for clean team hierarchy, scoping, and reporting.
Make the Platform Yours
Reshape menus, forms, parameters, and branding from the UI — no deployments, no engineering hours.
Custom Menu Builder
Reorder, rename, re-icon, and toggle every sidebar item without touching code.
No-Code Form Schemas
Build add/edit forms for clients and bank accounts with a visual schema builder per company.
Platform Parameters
Configure platform-wide values from the UI rather than via deployments or migrations.
White-Label Branding
Apply your own logo and brand name across the sidebar and platform on plans that include branding.
Immutable Audit Trails
Every action is logged, categorised, and permanently stored for full accountability and compliance review.
Complete Action Logging
Create, update, delete, login, logout, export, approve, reject — every event captured with actor and IP.
Severity Levels
Logs are classified Info, Warning, or Critical so compliance teams can triage what matters first.
Eleven Categories
Auth, Company, Stakeholder, Client, User, Access Group, Configuration, Audit, Menu, Department, and KYC.
Immutable by Default
Logs cannot be edited. Only Super Admins may delete entries — and the deletion itself is also recorded.
Ready to manage
your companies?
All these features are available from day one. No add-ons, no hidden tiers.