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features
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support

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Description

Sherpany, the leading Swiss meeting management software, is designed to meet the specific needs of Board, Board Committee and Executive meetings. Sherpany, trusted by Europe's leading companies, boosts meeting productivity by up to 45%. It streamlines the entire process, from board preparation, asynchronous collaboration, and the distribution of digitally-signed meeting minutes and actions items. We prioritize security and compliance with a robust FINMA approved and ISO270001 certified solution that centralises your sensitive information and ensures appropriate controls. We offer native apps on iOS, Windows and Android to provide convenient access to Sherpany's meeting management solution. Our SaaS-based meeting software, combined with our meeting education, and other complementary services, transforms the meeting culture of your company and ensures great meetings.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Auth0 Yes 
Growzer No 
IFTTT Yes 
Microsoft Outlook Yes 
Microsoft SharePoint No 
Microsoft Teams Yes 
NextGen SSO Yes 

Integrations

Auth0 No 
Growzer Yes 
IFTTT No 
Microsoft Outlook No 
Microsoft SharePoint Yes 
Microsoft Teams No 
NextGen SSO No 

Pricing Details

EUR €36.00 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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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 Yes 
Webinars Yes 
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

Sherpany

Founded

2001

Country

Switzerland

Website

www.sherpany.com/en/

Vendor Details

Company Name

Loomion

Founded

2013

Country

Switzerland

Website

www.loomion.com

Product Features

Board Management

Agenda Time Management Yes 
Approval Process Management Yes 
Board Assessment Yes 
Calendar Management Yes 
Collaboration Yes 
D&O Questionnaires Yes 
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 Yes 
Single Sign On Yes 
Skills Tracking 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 No 
Materials Management Yes 
Meeting Feedback Yes 
Meeting Preparation Tools Yes 
Meeting Room Booking Yes 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting 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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