Group reporting isn’t always straightforward. In many cases, individuals or organisations don’t own 100% of every entity. There may be joint ventures, partial investments, or multiple stakeholders involved.
Until now, reporting on this often meant a time-consuming process of adjusting numbers manually outside the system. This is tedious and increases the risk of errors. That’s why we’ve introduced Fractional Ownership in Spotlight Reporting.
Build reports based on your real ownership
Fractional Ownership allows you to set the exact ownership percentage for each organisation in a group. Spotlight then automatically reflects that percentage across revenue, costs, and profit in your group reports.
Instead of showing the full results for every entity, your reports now show the portion that actually belongs to the group. This creates a more accurate picture of performance and makes it much easier to explain results to stakeholders.
Clearer visibility for everyone
Once ownership percentages are set, you can see them across all organisations in your group in one place. If something changes, you can quickly edit the ownership percentage and your reports will update accordingly. This helps keep reporting aligned with the real structure of the business, even as that structure evolves.
Less manual work
Many advisors and finance teams currently manage partial ownership calculations in spreadsheets. While spreadsheets can do the job, they also add extra steps and introduce the possibility of inconsistencies.
Fractional Ownership removes that friction. Ownership percentages live directly in Spotlight Reporting and are applied automatically in your group reports. That means fewer manual adjustments and more confidence in your numbers.
Better conversations with stakeholders
Accurate group reporting leads to better conversations. When results reflect the actual ownership of each entity, it becomes easier to discuss performance, plan ahead, and make decisions with confidence. Instead of explaining why numbers have been adjusted, you can focus on what the numbers mean.
Built for real-world group structures
Modern business groups are rarely simple in structure. Fractional Ownership is designed to support the way organisations actually operate, whether that means partial ownership, investment stakes, or joint ventures. By bringing this capability directly into Spotlight Reporting, group reporting becomes more accurate, more transparent, and much easier to manage.
For more information on setting up and using Fractional Ownership, check out our Help Centre article.
