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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

In the contemporary landscape of global business, juggling time management alongside board duties presents considerable challenges. BoardWorks offers a solution by providing an intuitive and user-friendly application designed to enhance your efficiency and effectiveness. With BoardWorks' board portal software, directors gain essential access to key materials, empowering them to offer guidance to executives and expedite decision-making on crucial strategic issues. Discover how a board portal can revolutionize the way you present information to your board of directors. Enabling directors to streamline their workflow, they can review, annotate, and approve documents both online and offline. Experience enhanced time management with features like single sign-on and integrated views for those serving on multiple boards. Additionally, you can trust that document sharing is secure, thanks to SSAE16 and AT 101 certified data facilities located in North America, the UK, and Australia. The benefits of adopting such a solution extend beyond mere convenience, potentially reshaping the efficiency of board operations.

Description

The processes involved in the design and approval of new products within financial services firms can often be hindered by inefficient and complex internal procedures. To address these challenges, B-Trust offers a versatile web-based workflow engine that enhances and standardizes communication and approval processes among various departments. Our marketplace provides applications that assist business users by automating the detection of potential risks, such as verifying appropriate commission rates. Additionally, users can leverage a comprehensive identity suite that features advanced onboarding technology, facilitating the management of the identity lifecycle, which includes onboarding, ongoing verification, and identification processes. Real-time compliance monitoring is achievable through the use of key risk and performance indicators. Furthermore, our API-first design enables seamless integration with existing systems of record and third-party supply chains, ensuring a cohesive operational framework that can adapt to evolving business needs. This holistic approach not only improves efficiency but also enhances overall productivity within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Utluna Yes 

Integrations

Utluna No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
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

Computershare

Country

United States

Website

www.cgsboardworks.com

Vendor Details

Company Name

Scanovate

Founded

2013

Country

Israel

Website

scanovate.com

Product Features

Board Management

Agenda Time Management No 
Approval Process Management Yes 
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 No 
Polls / Voting Yes 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Entity Management

Access Control No 
Compliance Management No 
Contract Management Yes 
Corporate Structure Management Yes 
Document Assembly No 
Due Date Tracking Yes 
Electronic Filing Yes 
Electronic Signature Yes 
Multi-Jurisdictional Yes 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management Yes 

Product Features

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

Identity Management

Access Certification No 
Compliance Management No 
Multifactor Authentication No 
Password Management No 
Privileged Account Management No 
Self-Service Access Request No 
Single Sign On No 
User Activity Monitoring No 
User Provisioning No 

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