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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

adam.ai is an intelligent all-in-one meeting management platform to capture, manage, and share knowledge before, during, and after meetings, transform content into valuable assets, and drive successful business outcomes. You can manage your meetings from anywhere. adam.ai empowers teams to create a well-organized meeting workflow that drives productivity and real results. adam.ai makes it easy to manage your entire meeting lifecycle, and enrich your meeting experience. adam.ai makes every meeting count. Share important projects: Our meeting assistant solution allows you to upload files and share them with all members of your team. Keep Meetings on Track: You can create custom agendas for meetings so that you can keep your team on track and not waste time. Keep track of insights: With built-in meeting management tools, managing meeting minutes is easy. Hold Your Team Responsible: To ensure everyone is aware of their responsibilities, assign actions based upon meeting feedback to team members. Set up Quick Meetings: You need to reach out to a specific team member immediately? Our quick meeting tool makes it easy to start team meetings in a matter of minutes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Asana No 
Calendly No 
Cisco Webex No 
Gmail No 
Google Calendar No 
Google Meet No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
Microsoft Entra ID No 
Microsoft Exchange No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Teams No 
Salesforce No 
Slack No 
Trello No 
Zapier No 
Zoom No 

Integrations

Microsoft 365 Yes 
Asana Yes 
Calendly Yes 
Cisco Webex Yes 
Gmail Yes 
Google Calendar Yes 
Google Meet Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Microsoft Entra ID Yes 
Microsoft Exchange Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
Trello Yes 
Zapier 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

$14.99 per user per month
There are four pricing plans:
Free: always available for free.
Premium: $14.99 per month and $11.99 per year (per user).
Business: $19.99 per month per user and $15.99 per year (per user).
Enterprise: Please contact us directly for pricing information.
Free Trial Yes 
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 Yes 
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 No 
Live Rep (24/7) Yes 
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

adam.ai

Founded

2017

Country

United States

Website

www.adam.ai

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

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 No 
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 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation No 
File Sharing Yes 
Notes Management Yes 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat Yes 

Remote Work

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

Team Management

Assignment Management Yes 
Commenting / Notes No 
Goal Setting / Tracking Yes 
Messaging No 
Productivity Analysis Yes 
Progress Tracking Yes 
Project Planning Yes 
Resource Management No 
Task Management Yes 
Third Party Integration No 
Time Tracking No 

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