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Description
Meeting guidance with agenda templates, minutes generated, follow-up and automatic notifications. Less paper. Reduce administration time. Reduce administrative time by ensuring compliance requirements are met with members, motions, and actions registers that are always up-to date. Secure document storage also helps. Continuity for new office bearers. Everything in one place. Access from any device. Always available. From your school P&C and Sporting Club, to your trade and professional associations. Your organisation's success depends on how smoothly your board operates to its goals and deadlines. A board portal has been a benefit to many public and listed companies for years. It allows secure communication between directors and board papers. Your board can stay informed with modern, easy-to-use software and transparent pricing.
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
Integrations
Growzer
No
Microsoft SharePoint
No
Pricing Details
$99 per month
Free Trial
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Process PA
Founded
2015
Country
Australia
Website
processpa.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
No
Board Assessment
No
Calendar Management
Yes
Collaboration
No
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
No
For Nonprofits
Yes
Member Directory
Yes
Minutes Management
Yes
Polls / Voting
No
Role-Based Permissions
No
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
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
