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See why corporate secretaries and directors love IntelligenceBank Boards

IntelligenceBank Boards streamlines the board meeting process. From publishing a meeting agenda to collecting papers and allowing directors to make personal annotations either online or offline. Great governance is a click away with IntelligenceBank Boards.

IntelligenceBank Boards provides an easy way to securely access and annotate board papers from anywhere, including offline with our iPad App.


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board portal on ipad
Access the board portal from any computer or mobile device. This includes offline access to files with our dedicated iPad app.
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IntelligenceBank Board Portal
Securely enable directors to review, privately annotate and comment on board materials online and offline.
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dedicated iPad app
IntelligenceBank's Boards Portal comes with a dedicated iPad App, allowing directors to privately review and annotate PDF's offline - even on planes. private annotations, permissions and document updates made on the iPad will sync with the web portal when the Ipad is connected to the internet.
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Boards agenda
Streamline meeting set up with the Agenda Builder - where users can create discussion topics, structure meetings, and links to specific documents for each meeting. Directors can track the meetings process by ticking boxes during the meeting.
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boards email link
Admin and directors can receive automated email alerts when information is added to the board portal. At any time, users can email links to folders and files for directors to view.
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boards survey
Seamlessly manage conflicts, risk registers, directors skills, significant contracts, and actions from meetings and audits, within our Risk and Compliance registers. Databases are customizable and workflow can be added to escalate issues internally for audit reports.
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governance register
Create a process around managing conflicts, meetings, risks, director skills, significant contracts and policies. Databases are customizable and workflow can added to escalate issues internally for audit reports.
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workflow approvals and voting
Solve resolutions and approve board meeting minutes quickly, manage quorum settings, audit trails, approvals and workflow triggered emails. IntelligenceBank's dedicated workflow dashboard allows users to run reports on approved, pending and declined approvals.
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advanced search and global filters
Everything is easily found in IntelligenceBank. Look for a file by its description, metadata, file name and any keywords you add.
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usage analytics
See a granular overview of how directors interact with your platform. The real-time audit trail shows usage results for each director, each board paper and which department.
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Post updates to the board to ensure important communications don't get lost in email. Post articles or agendas, and receive comments and instant feedback. Each post can be sent as an HTML email to your directors for instant communication.
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board portal people directory
View a record of board members and other platform users. Add basic profile information, including contact numbers, photograph and a skills rating. A directory for your directors.
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customize your board meeting process
Take control of the information you view on IntelligenceBank. Dashboards can be tailored to show the latest board pack, governance registers and calendar of board meetings.
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boards planner and calendar
When scheduling committee and board meetings, users can save meeting invites to their personal calendar, allowing organizers to track RSVPs.
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custom branding for board portals
The Board platform can be customized to match your brand and map company governance processes. Match fonts, logos, colors and rename navigation to mirror your Director's needs.
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board api integration
Your Board Portal should not be an island. IntelligenceBank's robust API makes it easy to integrate data and documents uploaded to IntelligenceBank with other systems, thanks to our push and pull, out of the box API.

Rated #1 in customer service

One of our core values is six star service in a five star world. That’s why we were rated as the #1 Board Portal Platform for customer service. With IntelligenceBank we ensure you have a successful launch and on-going usage of the platform.

Download our Implementation FAQs


download the agenda builder to streamline your board meeting processes

Agenda Builder Template

What is a Board Portal?

What is a Board Portal? Factsheet

Boards Director Skills Matrix

Director Skills Matrix Overview for Optimum Board Composition

Boards Business Case Builder

Board Portal Business Case Builder Template

boards software comparison grid

Boards Software Comparison Grid

Board Effectiveness Survey

Board Effectiveness Survey Template



Access control

Users only see information to which they have access. That means, different users can only view, download, publish and/or print to where you grant access. You can give access by user group or by individual.

Data storage, backups, private cloud & self hosted options

Your data is hosted in secure, ISO 27001 and SAS 70 compliant data centers either in the US or Australia - depending on your location (and your choice). For larger corporates, IntelligenceBank offers private cloud and self hosted options for an additional fee.

Application security

IntelligenceBank undergoes independent security and penetration testing audits to ensure your information is secure.


IntelligenceBank's servers are protected by separate hardware firewalls, which deliver high performance (as to not inhibit speed of service) and multi-threat protection.

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Mobile access to your files and data.

Access on any device or download our iPad app for secure and encrypted offline access

app store link

board portal app store