Board Management Software Pricing & Features

Upload any file from any source, place papers in custom order, bulk upload files - drag and drop, version control, read PDF's online, preview images, audio and video, set review dates for automatic reminders on files, watermarks with user details and dates. Supports large file uploads - up to 10GB per file.

Streamline your meeting with the Online Agenda Builder - where you can structure your meeting, create discussion topics and links to specific files for each meeting. Create agenda templates and instantly build agendas. Directors can tick boxes to follow the meeting as it progresses.

Our dedicated apps for iPad & Android lets users securely download board packs for offline reading and annotations. The platform has also been designed so it's mobile friendly for directors who are always on the go.

Privately annotate board packs on the web, or offline via our iPad or Android App. Annotations sync between both devices and you can provide private comments on the different types: strikethrough, highlight, box, pin and draw. Annotations are by default private but can be shared if required.

Access detailed usage analytics on how your board portal is being used. Reports are available by file, by user and overall portal use. Company secretaries find this a fascinating read the night before a meeting.

Users can be automatically notified by email when new information is added. You can also email links to files and or board packs to registered users.

Easily approve meeting minutes and resolutions with quorums and due dates.

Enable features, create granular permission groups (list view, access, publish and admin), manage login security, manage groups, and tailor to your brand with custom banners, logos and fonts. You are in complete control over the platform and IT assistance is not required.

Data is encrypted in transit and at rest on the web, iPad and Android Apps. 

Keep track of meetings and key dates, track RSVPs and link your calendar to other items within your board portal.

Generate custom reports on meeting attendance, action completions and portal usage.

We provide 'follow the sun' support for directors and main admin users.

Custom dashboards give you instant insight into key information such as actionable tasks and pending approvals.

Track actions between board meetings and assigned tasks. Report on the status of actions through the dashboard.

Create custom surveys for attestations, board effectiveness and director 360 feedback.

Track gifts, hospitality, financial interest and other directorships.

View, manage and report risks, controls and action items related to your business.

Keep track of director skills, core competencies and identify gaps.

Create custom, rich media web pages for high-impact welcome pages to different user groups, and enhance navigation and education about content.

Kanban visually shows what status a piece of work is in. It allows you to move tasks through a process, indicating its progress.

Stay in touch with your board members with posts and emails that link back to tasks and meetings within the platform.

Packages can be customized for any amount of users and storage based on your requirements.

For larger corporates and government departments, we offer private cloud and self-hosted options for an additional fee. Please contact us if you would like to know more.

Guarantee the success of your platform with a dedicated account manager and premium support.