Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Each quarter, there’s a week where workloads increase dramatically, stress levels soar, and teams find themselves scrambling to prepare for important meetings. Consequently, board meetings have transitioned into a task to endure rather than a valuable opportunity for insight. Surfboard addresses these inefficiencies by simplifying cumbersome processes, streamlining workflows, and maximizing your efficiency, ensuring that you can avoid the last-minute rush. With automated workflows and seamless communication integrated into the system, time-consuming tasks are minimized, allowing you to focus on critical business decisions rather than mundane routines. Presenting outdated updates from previous months during quarterly meetings is not only inefficient but also unproductive. Instead, our platform automatically generates relevant updates throughout the quarter, freeing up your meeting time for more meaningful discussions and strategic planning. This transformation means you can allocate your energy towards initiatives that truly drive your business forward.
Description
We offer nonprofits a secure online platform to effectively manage their boards and committees, enabling virtual meetings, safe document sharing, and interactive engagement through discussions and polls. eCIO features a straightforward flat-fee pricing structure of $99 monthly, which allows unlimited users, groups, and document storage without any hidden fees or contracts, plus a risk-free 90-day trial. Additionally, eCIO delivers cost-effective investment management services specifically designed for nonprofit entities. Our process begins with a Needs Assessment Survey conducted for your investment committee, followed by tailored, video-based quarterly portfolio reviews that ensure your organization remains informed about its financial status. Your dedicated advisor will craft an investment strategy aligned with your organization's objectives, ensuring comprehensive support and engagement. Furthermore, the personalized portfolio reviews provided can easily be shared with your team members to foster collaboration and transparency.
API Access
Has API
No
API Access
Has API
No
Integrations
Zoom
No
Pricing Details
$149 per month
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Surfboard
Country
United States
Website
www.surfboard.team/
Vendor Details
Company Name
eCIO
Founded
2019
Country
United States
Website
getecio.com
Product Features
Board Management
Agenda Time Management
No
Approval Process Management
No
Board Assessment
No
Calendar Management
No
Collaboration
No
D&O Questionnaires
No
Document Management
No
Electronic Signature
No
For Nonprofits
No
Member Directory
No
Minutes Management
No
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
No
Board Assessment
No
Calendar Management
No
Collaboration
No
D&O Questionnaires
No
Document Management
No
Electronic Signature
No
For Nonprofits
No
Member Directory
No
Minutes Management
No
Polls / Voting
No
Role-Based Permissions
No
Roles and Terms
No
Single Sign On
No
Skills Tracking
No