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Description

Aprio board portal software saves time in board meeting preparation, improves board communication and engagement and streamlines decision-making beyond the boardroom. Our secure, easy to use cloud-based board portal is the first choice among credit unions, financial services, banks, healthcare and education organizations to provide instant access to board materials on any device and enable real-time collaboration and communication. Backed by 24/7 support from former board administrators, we make good governance simple.

Description

Manage and organize the activities of all collegiate groups within your organization within a unified platform. Schedule and convene comprehensive meetings in under three minutes by integrating agendas, relevant materials, and participants' calendars while maintaining attendance records. Atlas Bluebook aggregates all meeting-related data and documents into a single file, ensuring consistent pagination. To maintain traceability and safeguard information, Bluebook converts all files into one PDF and applies watermarks to each page. You can make notes and set appointments in Bluebook, easily sharing these with attendees. In the event that any annotated documents are modified or removed, Bluebook preserves your marked pages. The system automatically compiles essential elements such as organization, collegiate, date, time, venue, participants, agendas, discussions, and other pre-entered data into your meeting minutes. You can efficiently search for terms, documents, and keywords across the system and within files, all while leveraging artificial intelligence to enhance search efficiency. With these features, your organization can ensure seamless collaboration and effective management of collegiate activities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Teams No 
Zoom No 

Integrations

Microsoft 365 No 
Microsoft Teams Yes 
Zoom Yes 

Pricing Details

Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees. Every customer gets unlimited training and support and highly-supported onboarding at no extra cost.

You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aprio Inc.

Founded

2003

Country

Canada

Website

aprioboardportal.com

Vendor Details

Company Name

Atlas Governance

Founded

2016

Country

Brazil

Website

welcome.atlasgov.com/pt/plataforma

Product Features

Board Management

Agenda Time Management Yes 
Approval Process Management Yes 
Board Assessment No 
Calendar Management Yes 
Collaboration Yes 
D&O Questionnaires No 
Document Management Yes 
Electronic Signature Yes 
For Nonprofits Yes 
Member Directory Yes 
Minutes Management Yes 
Polls / Voting Yes 
Role-Based Permissions Yes 
Roles and Terms No 
Single Sign On Yes 
Skills Tracking No 

Company Secretarial

Annual Filings No 
Archiving & Retention Yes 
Company Formation No 
Company Register No 
Dividend Administration No 
Document Templates Yes 
Important Dates Reminders Yes 
Multi-Company Yes 
Officer Management No 
Shareholder Management Yes 

Document Collaboration

Access Control / Permissions No 
Autosave No 
Chat / Messaging No 
Cloud Storage No 
Comments / Annotations No 
Edit / Change Tracking No 
Electronic Signature No 
Multiple File Formats No 
Pre-made Templates No 
Search No 
User Tagging No 
Version Control No 
Workflow / Approval Process No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings Yes 
Materials Management Yes 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management Yes 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Remote Work

Collaboration Yes 
Credential Management No 
Electronic Signature Yes 
Employee Monitoring No 
Live Chat Yes 
Meeting Management Yes 
Project Management No 
Remote Access Yes 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management Yes 
Time Zone Tracking No 
Video Chat No 
Web Conferencing Yes 

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management No 
Dashboard No 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access Yes 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management No 

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management Yes 
Electronic Signature Yes 
For Nonprofits No 
Member Directory No 
Minutes Management Yes 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management Yes 
Performance Metrics No 
Risk Assessment No 

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access Yes 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

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