Aprio Board Management Software Description

Aprio board portal software saves time in board meeting preparation, improves board communication and engagement and streamlines decision-making beyond the boardroom. Our secure, easy to use cloud-based board portal is the first choice among credit unions, financial services, banks, healthcare and education organizations to provide instant access to board materials on any device and enable real-time collaboration and communication. Backed by 24/7 support from former board administrators, we make good governance simple.

Pricing

Pricing Information:
Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees. Every customer gets unlimited training and support and highly-supported onboarding at no extra cost.

You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
Free Trial:
Yes

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Aprio Inc.
Year Founded:
2003
Headquarters:
Canada
Website:
aprioboardportal.com
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Product Details

Platforms
Web-Based
Windows
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Aprio Board Management Software Features and Options

Board Management Software

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Document Management Software

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Meeting Software

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

File Sharing Software

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Remote Work Software

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Company Secretarial Software

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Collaboration Software

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Aprio Board Management Software Lists

Aprio Board Management Software User Reviews

Write a Review
  • Name: Eddy J.
    Job Title: Executive Assistant to the President
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very happy with Aprio

    Date: Apr 05 2021

    Summary: Aprio has all the tools we need to communicate with our board members. They get instant access to the board materials when it’s uploaded, and we save on paper costs. It was very easy to train board members on the software. Highly recommend it!

    Positive: Aprio is very easy to use and I like the fact that they have apps for the web as well as tablets. The support team is very helpful and available whenever we need them. One of our directors was encountering an issue with the app right before a board meeting and the support team was able to resolve it very quickly. Offline access is also very useful to review and annotate documents whenever I don’t have an internet access.

    Negative: I only wish the "Actions" module was a bit more developed. Not a dealbreaker but it could use a few more features.

    Read More...
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