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Average Ratings 0 Ratings

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features
design
support

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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

Loomion is the most trusted provider of Board management software when reliable performance and security are required. Loomion's twelve Directors Portal is compliant with the highest banking security standards and is built on SharePoint technology. Loomion is the only reliable solution on the market for customers who need an installation on-premise. It is also available off-premise in our privately-owned data centres in Germany, Luxembourg, and Switzerland as SaaS.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Growzer No 
Microsoft SharePoint No 
Utluna Yes 

Integrations

Growzer Yes 
Microsoft SharePoint Yes 
Utluna No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50/month/user
upon request
Free Trial Yes 
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Computershare

Country

United States

Website

www.cgsboardworks.com

Vendor Details

Company Name

Loomion

Founded

2013

Country

Switzerland

Website

www.loomion.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

Board Management

Agenda Time Management No 
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 No 
Skills Tracking No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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 Yes 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management Yes 

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