Board Meetings and Governance Software

Seamless Board Meetings & Governance

Specifically designed to give your Board better governance and to make it easy for your directors to securely access and privately annotate papers - anywhere, anytime.

Boards Factsheet



Trusted by the best:




Loved by directors & corporate secretaries 

We make it easy to streamline board meeting processes. From collecting papers and publishing an agenda, to enabling directors to make private annotations either online or offline. It's also simple to securely access and annotate board papers anytime and anywhere, including offline through our dedicated iPad app. Great governance is just a click away.

                                                                                            Free Trial     Custom Demo

Use Cases



Corporate boards of public or private companies use IntelligenceBank to create, distribute and audit board packs to directors. With our risk and compliance registers, director surveys and skills matrix, we give you instant access to all the insights needed to make effective governance decisions.


Government Committees
& Cabinets

Federal, state and local government departments use IntelligenceBank to manage the entire cabinet meeting process, from cabinet briefings to the distribution of meeting papers and agendas.


Not For Profit

Not-for-profit boards use IntelligenceBank not only for their boards and committees but for their executive team use as well. These organisations also utilise the meeting papers and agenda features.


The entire IntelligenceBank platform is customisable, so it looks like your brand and maps to your governance process.  It can be accessed anywhere, anytime and from any device, including when offline with our dedicated iPad and Android apps. Our robust API also 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.  


Boards Agenda Builder BrowserAgenda Builder & Board Packs

Streamline your meeting with the Agenda Builder and by providing your directors with the information they require.   Agenda Builder allows you to structure your meeting, create discussion topics and links to specific files. Clone agenda structures and export agendas into Word to save time. Directors can tick boxes to follow the meeting as it progresses, then securely read and comment on board packs.  Automatic agendas ensure everyone's on the same page.

Boards Dashboard BrowserCustom Dashboards & Usage Analytics

Take control of the information you view on IntelligenceBank. Dashboards can be tailored to show the latest board pack, governance registers, risk heatmaps, a calendar of board meetings or usage analytics.  Usage analytics give you an overview of how directors have interacted with the portal providing a real-time audit trail showing usage data by director, by board paper and overall usage.

Boards Approvals BrowserWorkflow, Approvals & Voting

With workflow, approve meeting minutes and resolutions quickly, with quorum settings, workflow triggered emails and an electronic audit trail of approvals. A dedicated workflow dashboard lets you run reports on approved, declined and pending approvals.

Boards Registers BrowserRegisters & Databases

Seamlessly manage risk registers, directors skills, conflicts, significant contracts, and actions from meetings and audits, within our Risk and Compliance registers. Databases are customisable and workflows can be added to escalate issues internally for audit reports.  Surveys can also be built into the platform to review director performance or receive feedback on processes.  With advanced search, you can search the platform for records or files by title, description, contents of the file, metadata and any universal keywords you add.

Boards Calendars Browser

Board Meeting Planner, Calendar & Directory

IntelligenceBank Board Portal provides a central location for communication. The meeting planner and calendar is used for scheduling committee and board meetings and for sharing key dates.  Users can save meeting invites to their personal calendar and respond with their RSVP status, allowing organisers to track RSVPs.  The platform also includes a directory where you can list board members and other users, with contact information, skills overview and photographs. 

Learn More About Our Powerful Software

Free Trial

Board Portal Resources 

What is a Board Portal?

What Is A Board Portal?

Our factsheet describes how a robust platform helps boards achieve great governance processes, while saving stakeholders time and money.

Learn More →
Board Implementation FAQs

Implementation FAQs

We answer the most common questions about implementing an electronic Board Portal. 

Learn More →
Board Management System Business Case Builder

Business Case Builder

Our editable business case builder template highlights the benefits & ROI of an online solution.

Learn More →

Board Meeting Agenda Builder Governance Software

Agenda Builder Template

This downloadable template helps the Chair and Corporate Secretary run board meetings more efficiently.

Learn More →
Board portal comparison grid

Software Comparison Grid

This downloadable spreadsheet makes it easy to compare our product features during the software assessment process.

Learn More →
Board Meeting Survey Director Governance Software

Board Effectiveness Survey

Ensuring that directors have the necessary skills is crucial. Our survey will help evaluate your board's effectiveness. 

Learn More →
Board Software with Director Skills Matrix and Governance

Director Skills Matrix

It's crucial to develop a transparent process for identifying the required skills to meet current and future challenges. Download the template to learn more.

Learn More →
Board HIPAA Compliance Overview

HIPAA Compliance Overview

We support the HIPAA regulations, and are able to sign HIPAA Business Associate Agreements with enterprise-level customers as required.

Learn More →

Online Board Portal with Director Governance

Online Board Portal Process

This infographic demonstrates a typical board meeting process, and how our easy to use boards technology can map to your process.

Learn More →





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 & Control Options

Your data is hosted in secure, ISO 27001 and SOC2 compliant data centres either in the US, UK, Canada or Australia - depending on your location (and your choice). For larger corporates, we offer private cloud options for an additional fee.


Two Factor Authentication

For customers who require additional login security, two factor authentication is available.



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



You can set login parameters such as length and complexity of passwords, and you can also determine how frequently your users need to reset their password.


Proactive Monitoring

Every five minutes, we proactively monitor our operating system, core functions, uptime, patch upgrades, firewall status and hacking attempts. 



You always own your data. Bottom line. We do not access your platform unless you provide your account manager with special, one time access, and you can always request a copy of your data on disk.



We are subject to penetration testing on a monthly basis, and bi-annually undergo external penetration tests. 

Mobile access to
your files and data

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

App Store




Custom Demo

Free Trial