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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
Installed in a SharePoint site collection, the Board Papers board portal lets you quickly set up meetings and create agendas to organize your documents. Agendas and documents are then published to an intuitive book-like app on participants' iPads, laptops, and mobile devices for on and offline access.
In the app, board members and meeting attendees mark up documents with pen and highlighter tools, add and share notes, and electronically sign pages. Votes are cast with a single click. Participants come to meetings prepared, and that means shorter, more effective meetings.
Board Papers is used by large and small organizations in over 30 countries to deliver electronic board books and meeting packs for all types of meetings.
Key benefits of Board Papers:
- All of your documents are stored in your Microsoft 365 tenancy, making security and permissions seamless.
- Affordable for any sized organization.
- Simple book-like app, all tools are just a tap or click away. Directors don’t have to search for features.
- Designed to be flexible and scalable. Used by small and large organizations alike.
In 2008, Pervasent was founded to bring mobile apps to the enterprise. Over the next two years, Pervasent built some of the most popular and well-received apps for the iPhone and iPad. But from the start, our focus has been getting the information that business users need onto the devices they always have on hand. In 2011, Pervasent teamed with Standard Chartered Bank to develop a board portal that could meet the bank’s stringent requirements for security and ease of use. That June, Board Papers was used for the first time at a board meeting in Nairobi, Kenya. In early 2012, Board Papers was released to the market and showcased as a featured business app at Apple Stor
API Access
Has API
No
API Access
Has API
No
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.
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
No price information available.
Free Trial
Yes
Free Version
No
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Aprio Inc.
Founded
2003
Country
Canada
Website
aprioboardportal.com
Vendor Details
Company Name
Pervasent
Founded
2008
Country
United States
Website
www.pervasent.com/board-papers/
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
Board Management
Agenda Time Management
No
Approval Process Management
Yes
Board Assessment
No
Calendar Management
No
Collaboration
Yes
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
Yes
Member Directory
No
Minutes Management
Yes
Polls / Voting
Yes
Role-Based Permissions
Yes
Roles and Terms
No
Single Sign On
Yes
Skills Tracking
No
File Sharing
Audit Trail
Yes
Chat / Messaging
No
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
No
Meeting
Action Item Tracking
No
Agenda Management
Yes
Attendee Management
No
Board Meetings
Yes
Committee Meetings
Yes
Internal Meetings
Yes
Invitation Management
No
Legislative Meetings
Yes
Materials Management
Yes
Meeting Feedback
No
Meeting Preparation Tools
Yes
Meeting Room Booking
No
Minutes Management
Yes
Post-Meeting Tools
No
Scheduling
No
Travel Management
No
Voting Management
Yes
