Alternatives to eCIO

The board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.

With BoardSpot, governance is effortless. BoardSpot is built with governance best practices integrated into every feature. It is designed with non-technical board members and busy administrators in mind. We offer four plans, each optimized for a specific size of nonprofit. Personalized administrator training is included at all four levels. Grant program for small nonprofits. Essentials: * Up to 30 Users * Unlimited Document Storage * Meeting RSVP * Member Directory * Calendar Integration * Agenda Builder Tool Standard: * All of Essentials Features * Up to 50 Users * Private Committees * Restricted Access Guests * Attendance Reporting * Administrative levels * Custom User Permissions * Minutes Builder * Voting Professional: * All of Standard Features * Up to 150 Users * Two Boards * Self-Hosted Calendar * Data Migration Available Enterprise: * All of Professional Features * Unlimited Users * Multiple Boards * Custom API Integrations * Dedicated Customer Success Manager * White-Glove Onboarding

At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more. We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform. Our platform caters to all levels of tech-savvy because we’ve been there. We know your time is better spent on your mission, not learning a complicated new tool. Board management software doesn’t have to be complicated to be powerful. Our solution is ready to use, right out of the box.

Govenda is a modern board portal software that helps corporations and mid-sized organizations meet modern governance challenges. Govenda offers unmatched ROI, user-experience-focused design, and premium support. It is the solution to complex governance. Govenda's superior approach, including features like our unlimited-user model or free account migration services, makes it the ideal governance tool for corporations to help reduce risk and ensure board engagement. Govenda;s technology offers significant advantages over legacy portals, and allows our customers to enjoy the following benefits: Scalability - Unlimited users, committees, and groups (without additional cost) to increase usage and achieve a greater ROI. Govenda is the board portal software that perfectly blends security, functionality, optimal user experience, and affordability. Our board portal solution is designed with input from corporate secretaries, administrators, and board members. Govenda is used by companies worldwide.

MyBoardPacket has been a trusted tool for thousands of customers since 2001. Online board meeting management tool, which allows for document management, voting online, and other features. MyBoardPacket.com allows you to create a board portal that is so flexible it can be deployed anywhere. You can also use it as an intranet or extranet solution.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Convene is a board management software that has won numerous awards. It improves the efficiency and effectiveness of meetings by organizing and distributing documents, conducting, documenting and generating actions. Convene's intuitive, secure, and simple-to-use features make Convene a top choice for listed companies, SMEs and banks as well as non-profits and governments in more than 100 countries. Convene was developed by Azeus, a Capability Maturity Model Integration Level 5 company with over 30 years of IT development experience. It is highly customizable and can be tailored to meet each client's specific needs. Convene has SSAE 18-certified and ISO 27001-certified data centres around the globe, which ensures clients' data are secure. Convene is available for Windows OS X, Mac OS X and iOS.

eHorizon eBoard offers a user-friendly online board portal that facilitates the creation and sharing of board packs, enhances communication among board members, and centralizes access to important documents. This versatile platform allows for private commenting on documents, selective chatting with chosen members, and effective tracking of company objectives, among other features. With eHorizon eBoard, directors can seamlessly participate in board meetings using the integrated video conferencing system, perform real-time evaluations for boards and committees, monitor compliance across various levels of the organization, and cast votes or complete surveys electronically. Users can also share annotations from anywhere at any time, keep tabs on the progress of company projects, instantly access board packs, exchange private insights with fellow members beyond formal meetings, and search for board-related information stored digitally in one secure location. This comprehensive tool not only streamlines board activities but also fosters enhanced collaboration and efficiency for all organizational leaders.

BoardMaps offers a cloud-based solution designed to streamline the management of board meetings for corporations, government entities, and non-profit organizations by enabling the creation of agendas, addressing issues, introducing discussion topics, and facilitating collaboration among teams. This platform empowers users to designate action items to specific team members, thereby enhancing accountability within the organization. Among its notable features are the management of approval processes, customizable role-based permissions, a comprehensive member directory, polling and voting capabilities, mobile accessibility, and scheduling options. Managers can effectively organize and revise meeting materials within a centralized portal, fostering transparency among team members. Additionally, BoardMaps enables businesses to send out invitations and distribute action items in advance of meetings, which significantly boosts productivity and optimizes decision-making processes. Users have the flexibility to hold meetings in person or remotely, accommodating various devices to ensure accessibility. By providing a versatile platform, BoardMaps enhances the overall efficiency of board meeting operations.

Our comprehensive board management software serves as a unified solution that simplifies the scheduling and preparation of board meetings, while simultaneously ensuring that board members stay informed, organized, and actively engaged. The Board Director's portal streamlines the process of arranging and getting ready for board meetings. Its scheduling feature is specifically crafted to accommodate upcoming meetings of the Board of Directors, committee gatherings, or special events like board retreats and fundraising activities. Users can easily upload important documents such as meeting minutes, agendas, board books, reports, and other relevant materials. Directors have the option to RSVP and sync these events with their personal calendars, while administrators can efficiently track attendance. The platform offers a user-friendly highlight menu that allows for easy text markup, including options for highlighting, strikethrough, and underlining. Users can add text anywhere within a document, as well as move and resize elements, adjusting attributes such as font style, size, alignment, and color as desired. Additionally, users can draw freely on the document, enhancing the collaborative experience. This flexible tool ultimately fosters better communication and collaboration among board members, ensuring that everyone is on the same page.

Directorpoint stands out as a premier solution for board management, enhancing communication, optimizing administrative tasks, and enriching the overall experience of board meetings. Offering robust security and scalability, it empowers organizations to efficiently manage board-related information while supplying directors with essential tools for overseeing memberships, committees, meetings, surveys, attendance tracking, and RSVP management. Additionally, Directorpoint allows users to effortlessly retrieve files and meeting documents, make annotations, edit content privately, and publish finalized materials at their convenience. This combination of features not only facilitates smoother operations but also promotes better engagement among board members.

BoardCloud is loaded with a variety of features aimed at enhancing the organization and administration of meetings for the board of directors and various committees. Utilizing the cutting-edge Microsoft .Net Core framework, it provides the quickest and most secure software-as-a-service solution for board management on the market today. Key features encompass: - An intuitive drag-and-drop Agenda Builder - Compatibility with all Microsoft Office documents, PDFs, and a range of image formats - A voting system for resolutions - Capabilities for document signatures - Essential forms like Directors Interests - A platform for discussions - The ability to manage multiple revisions of board packs - Integration for meeting invitations with Teams or Zoom, facilitating seamless communication. In addition to these features, BoardCloud prioritizes user experience and efficiency, ensuring that all participants can engage effectively in the decision-making process.

Brainloop stands out as a premier provider of board portal services and secure collaboration solutions. It addresses the complex issue of safeguarding an organization’s most critical information through a unified platform that offers customized business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, among others. Accessible from any device and location, both online and offline, Brainloop ensures top-tier security while allowing customers the option to host their data in Germany, Austria, Switzerland, and Luxembourg. The Brainloop BoardRoom serves as a comprehensive tool designed for the secure and efficient communication needs of corporate boards. Featuring an extensive array of functions, it aids board offices and corporate secretaries in organizing meeting materials, ensuring they remain current even with last-minute updates. Executives and board members benefit from the ability to review highly confidential documents seamlessly on their desktop or mobile devices, enhancing productivity and communication efficiency. Overall, Brainloop helps streamline board operations while maintaining the highest standards of data security.

GlobalBoards is not only a powerful meeting-focused software portal that excels as a dedicated Board Meeting Management solution, but it also stands out as the sole Board portal equipped with features that leverage the unique advantages of being fully integrated with EnGlobe. Utilizing both software platforms together enables a remarkable level of automation that benefits all involved parties throughout the entire process. This automation extends beyond the meeting itself, encompassing the preparatory stages and the required follow-up actions after the board meeting concludes. Acknowledging that directors in corporations with global subsidiaries often serve on multiple boards and committees within the group, GlobalBoards boasts a sleek and user-friendly interface that is designed to be highly intuitive for both ongoing meetings and the diverse obligations of committees. Consequently, this facilitates a smoother experience for directors managing their numerous responsibilities across various entities.

Whether you are overseeing several entities in a legal department or fulfilling another function, Fides is designed to simplify your responsibilities by facilitating a smooth and digital execution of all your legal obligations while also ensuring a secure audit trail is maintained. Acting as your ultimate repository, Fides organizes and presents all necessary corporate documents in a clear manner. It houses essential data such as bylaws, shareholder KYC details, register excerpts, and information about committees, transforming that information into actionable insights through features like an interactive organizational chart, a searchable list of entities, a cap table, and a timeline highlighting significant activities across these entities. Furthermore, Fides possesses comprehensive knowledge about the committees associated with your entities, including their members and procedural necessities. The software establishes a compliant framework for the execution and documentation of governance-related decisions, which includes offering legal guidance through templates, outlining subsequent steps, and providing a catalog that specifies decision-making requirements. With Fides, you can enhance your operational efficiency and ensure that every governance decision is recorded with precision and clarity.

Mjlsi is an innovative platform designed to facilitate and oversee board meetings at every stage, which includes tasks such as preparing for the meeting, engaging in discussions on various topics, managing documents, presentations, and participation, making decisions, assigning tasks, and drafting the minutes afterward. This comprehensive system equips users with all the essential tools needed to effectively organize meetings and develop agendas for discussion before, during, and after the event. Additionally, it plays a crucial role in structuring and governing the board, allowing for the seamless distribution of invitations to both members and guests, along with confirmations of attendance. With features that enable efficient scheduling of meeting times, maintaining the order of discussion topics, and simplifying the voting and file review processes, the system enhances overall meeting productivity. After the gathering concludes, Mjlsi automatically generates detailed minutes that encapsulate the subjects discussed and the outcomes of any voting, thereby ensuring clarity and accountability for all participants involved. Ultimately, Mjlsi streamlines the entire meeting process, making it easier for boards to function effectively and achieve their goals.

Boardlogic, developed by Praxonomy, is a robust cloud-based platform designed specifically for boards of directors to facilitate secure collaboration, enabling them to organize meetings, share confidential documents, communicate, and make decisions seamlessly across devices. This platform enhances meeting management by integrating scheduling, task management, agenda creation, digital board pack assembly, note-taking, and attendance tracking into a single user-friendly interface. With its drag-and-drop functionality for both agenda and board pack creation, users can quickly assemble materials, link files, manage versions, and distribute information instantly, with real-time updates reflecting any changes made. Boardlogic also features an advanced document reader that accommodates PDFs, presentations, and spreadsheets, offering smooth navigation, annotation capabilities, and topic-specific discussion threads. Additional functionalities encompass detailed file permissions, notifications through the app and email, dedicated committee areas, two-factor authentication, and the convenience of single sign-on. This comprehensive suite of tools ensures that boards can operate effectively and securely, fostering better governance and collaboration among members.

Bviser offers a comprehensive solution for board and committee meetings, equipped with various tools designed to enhance the meeting experience; currently, we serve over 50 clients and boast a user base exceeding 1,500 individuals. Our platform is tailored to streamline the meeting process, ensuring efficiency and clarity for all participants.

BoardSpace - Board Management Software - is an online portal for condos, HOAs, community associations, nonprofits and charities organizes the work of directors and managers and staff. Stop using multiple tools like shared drives, spreadsheets, and email and instead use a purpose-built tool specifically designed for board-led organizations. Save time, effort & eliminate the frustration in organizing and managing documents, meetings, minutes, agendas, to-do lists and events. Now integrated with TOPS Software, the leading provider of community association (CAM) software.

Axar Digital offers a software solution for paperless board meetings that streamlines the process of organizing meetings and managing related tasks. The foundational framework of BoardEye software focuses on Meeting Activity Management alongside the Management of relevant Information. Furthermore, BoardEye enhances the Board's governance responsibilities by monitoring legal compliance and documenting Board decisions. The iPad application provides a sleek and user-friendly interface for accessing Notices, Agendas, and Minutes, ensuring enhanced data security and interaction. Users can create and modify multiple versions of the Agenda and Minutes of Meetings (MOMs) with ease. Action Taken Reports (ATRs) facilitate the ongoing tracking of Board or Committee decisions, allowing the Company Secretary to report on progress continuously rather than solely during meetings. The system ensures meticulous tracking of legal compliance throughout the year, featuring visual representations and ongoing updates on compliance status. This comprehensive approach not only simplifies meeting management but also strengthens organizational transparency and accountability.

SessionNet provides convenient access to vital documents, information, resolutions, and appointments anytime and from any location. This browser-compatible knowledge distribution system enhances efficiency for users in public administration and employees in global corporations alike. You can quickly and effortlessly research current processes, documents, meetings, and resolutions right from your web browser, while also accessing invitations and relevant meeting materials, as well as essential details about committees and administrative functions. By connecting to the session role system, SessionNet enables you to retrieve your personalized data from any location. With diverse search and filtering capabilities, locating the specific documents and information you need becomes a straightforward task that can be accomplished in just a few clicks. Furthermore, the SessionNet information system offers seamless integration with both existing and newly created internet, intranet, or extranet portals, ensuring adaptability to various environments. This makes it an essential tool for enhancing productivity across different sectors.

BoardEffect stands out as the leading board management solution for nonprofit organizations, community healthcare entities, and institutions of higher education, providing an intuitive platform that equips board members with the necessary tools for effective collaboration and informed decision-making. The board portal streamlines intricate board management tasks, enabling governance leaders to efficiently plan and carry out board management cycles supported by secure and transparent collaboration practices. With Online Meeting Books, users gain immediate access to agendas, board books, meeting minutes, and additional materials from any device, ensuring they stay connected and informed. You can conveniently schedule meetings and swiftly gather RSVPs, optimizing attendance for upcoming board gatherings or spontaneous events. Additionally, approvals for meeting minutes, new board members, and policies can be easily managed on the go using the board portal. The task management feature allows board members to set reminders and mark their completion, enhancing accountability. Furthermore, the Library offers easy access to meeting documents and minutes at any time, ensuring that vital information is always just a click away, regardless of your location. This comprehensive approach significantly enhances the efficiency of board operations and fosters a culture of collaboration among members.

Introducing the ultimate solution for managing governance meetings tailored for your boards, committees, and teams. This comprehensive meeting management tool is designed for teams seeking enhanced collaboration throughout the entire meeting experience. Effortlessly organize, conduct, and track your meetings by swiftly crafting your agenda, recording audio of discussions, monitoring task progress, enabling real-time sharing, and integrating seamlessly with your corporate calendar systems like Microsoft, Google, and ICS, all while sharing agendas and minutes with team members. Additional features include a timekeeping function, a registry for subjects, decisions, and tasks, options for private meetings, and instant generation of meeting minutes, available on both iOS and Android platforms. With Beenote, transform the way you conduct meetings and make a positive impact on your organization, one session at a time. Embrace the future of meeting management and enhance your team's productivity with this innovative solution.

Causeway serves as an intuitive platform for collaboration, tailored for associations, boards, committees, and teams. Users of Causeway can establish an unlimited number of private workgroups, each equipped with secure spaces for file sharing, discussions, calendar integration, wiki creation, polling, task tracking, and more. These private workgroups facilitate the exchange of ideas and information among committee members, boards, and teams. Members can conveniently share and edit documents using the enhanced document library. The platform includes built-in email lists, with options for users to create customizable standalone lists as needed. Scheduling, RSVPing, and monitoring attendance for committee meetings is made straightforward. Moreover, it supports essential board elections and surveys for committee members. Users can set up tasks, organize them into projects, establish reminders, and monitor progress seamlessly. Collaboration on content is streamlined, eliminating the need for uploading or downloading files. Additionally, Causeway's robust sharing capabilities enable users to interchange content across different workgroups, enhancing overall productivity. These features collectively empower teams to work more efficiently and effectively in their collaborative endeavors.

Your organization’s essential information, documents, files, and archived communications are all readily accessible. Simplify board communications and reclaim precious hours in your workweek with ease. At Cureo, we strive to enhance the effectiveness of teams within nonprofits. Our professional endeavors are deeply intertwined with our commitment to our community. Over the years, we have engaged as both board members and volunteers, encountering the disarray and obstacles first-hand. Consequently, we have merged our professional lives with our community passions to improve our environment and yours. Everything you require can be found precisely where it belongs, as Cureo consolidates your files, discussions, meetings, tasks, and publishing tools into one comprehensive platform. Members can effortlessly access all necessary resources through your website. Plus, our solution is more cost-effective compared to other board portals, ensuring that nonprofits can thrive without financial strain. Embrace a more organized and connected way to manage your organization’s needs.

BoardPortal PLUS® significantly improves the productivity of directors, executives, and administrative staff. It is particularly beneficial for corporate secretaries and general counsels, providing a user-friendly and adaptable platform that simplifies the distribution of board books, crucial documents, emails, polls, and communications, thereby easing the process of information sharing. Are you harnessing the power of this technology that could potentially save your organization both time and money? Discover how our intuitive and all-encompassing portal stands out compared to our rivals. This comprehensive tool for boards includes features such as electronic signatures, email integration, board books, governance assessments, communication tools, and educational resources. With robust security and functionality across various platforms, you can allocate your resources to other critical areas of your business. By doing so, you'll enhance your operational capacity while reducing the time spent on organizing and storing documents, as well as minimizing redundancy in team projects. Ultimately, this means a more streamlined approach to governance and collaboration within your organization.

Brainloop BoardSuite is a comprehensive solution that ensures 100% compliance, featuring a management cockpit (flow monitor) designed for seamless communication among boards and committees. As a board officer, you serve as the key link for confidential information, ensuring that supervisory and management boards receive all necessary documents promptly. Additionally, you handle all incoming applications, develop meeting agendas, engage with suppliers, prepare decisions for both meetings and circular resolutions, and guarantee a thorough and professional follow-up on those decisions. Maintaining an overarching view and control of the proceedings is also essential to your role. The platform prioritizes maximum confidentiality and compliance throughout the entire lifecycle of all documents provided. With automated support and process assistance, it ensures timely distribution of meeting materials. Furthermore, the management cockpit offers a streamlined overview and centralized management of all significant processes, making your responsibilities more manageable and efficient.

CU Board Members offers a user-friendly and secure integrated platform for board management that features online board packets, video conferencing, procedures and policies, event calendars, discussion forums, online voting, and compliance tracking. Enhance meeting productivity by allowing board members to easily access essential documents and board packets online. A dedicated virtual conference room is always open, enabling directors to join meetings from any location, even while traveling. Foster collaboration among board members between meetings with tools such as video conferencing, discussion forums, and the ability to vote online securely. Ensure that all policies are readily available and can be directly published on your corporate intranet. The system automatically tracks compliance requirements and alerts you to potential issues in advance. Designed to be compatible with desktop computers, laptops, tablets, and smartphones, it caters to a wide range of devices. Our pricing model is affordable on a monthly basis, with no setup or cancellation fees, making it accessible for all organizations. This comprehensive solution is aimed at streamlining board operations and enhancing overall governance efficiency.

Enhance your investment management processes with Otris Corporate, which provides essential transparency for effective oversight and administration by offering clear organizational charts, well-structured documents, traceable company progress, and tailored reports. The core responsibilities of investment management involve executing an investment strategy, streamlining investment administration, and creating standardized investment controls, all of which require up-to-date and consistent information regarding locations, investors, committees, and mandate holders. When information and documents are scattered across various locations within a company, not only does the process of gathering them become tedious, but it also raises concerns about the accuracy and completeness of the data. Questions arise such as whether the information is current, how it is interconnected, and what historical developments have contributed to the present situation. The ideal solution is a centralized software system specifically designed for investment management, ensuring that all necessary information is easily accessible and reliable for informed decision-making. By adopting such a system, companies can eliminate uncertainty and streamline their investment processes more effectively.

Boardcycle is a specialized automation platform tailored for Company Secretaries who oversee board and committee meetings. By recognizing the specific hurdles and stringent demands faced by governance professionals, boardcycle efficiently simplifies the most labor-intensive aspects of meeting preparation, all while upholding the highest standards of professionalism. One of the standout features of boardcycle is its user-friendly drag-and-drop agenda builder, which adeptly manages timing calculations, item numbering, and attendee cross-referencing. This robust tool enables Company Secretaries to swiftly create and adjust agendas, ensuring that all technical components update seamlessly in real-time. Additionally, the process of preparing minutes is revolutionized through a one-click generation feature that produces shell minutes, offering a polished template ready for use at any moment—even just before the meeting commences. Furthermore, boardcycle enhances collaboration and communication among team members, making it an indispensable tool for efficient governance.

Installed in a SharePoint site collection, the Board Papers board portal lets you quickly set up meetings and create agendas to organize your documents. Agendas and documents are then published to an intuitive book-like app on participants' iPads, laptops, and mobile devices for on and offline access. In the app, board members and meeting attendees mark up documents with pen and highlighter tools, add and share notes, and electronically sign pages. Votes are cast with a single click. Participants come to meetings prepared, and that means shorter, more effective meetings. Board Papers is used by large and small organizations in over 30 countries to deliver electronic board books and meeting packs for all types of meetings. Key benefits of Board Papers: - All of your documents are stored in your Microsoft 365 tenancy, making security and permissions seamless. - Affordable for any sized organization. - Simple book-like app, all tools are just a tap or click away. Directors don’t have to search for features. - Designed to be flexible and scalable. Used by small and large organizations alike. In 2008, Pervasent was founded to bring mobile apps to the enterprise. Over the next two years, Pervasent built some of the most popular and well-received apps for the iPhone and iPad. But from the start, our focus has been getting the information that business users need onto the devices they always have on hand. In 2011, Pervasent teamed with Standard Chartered Bank to develop a board portal that could meet the bank’s stringent requirements for security and ease of use. That June, Board Papers was used for the first time at a board meeting in Nairobi, Kenya. In early 2012, Board Papers was released to the market and showcased as a featured business app at Apple Stor

Explore exclusive private market investment options that have been meticulously vetted by our skilled team of professionals. By signing up, you provide us with some basic information that allows us to customize our recommendations to better suit your needs. You can conveniently review a variety of investment opportunities online, and you have the option to invest in startups with amounts starting as low as $100. All your investment documents will be securely stored within your personal portfolio, and we will keep you informed with automatic alerts about any new updates. Our team, backed by years of executive experience, prides itself on its unwavering focus on customer satisfaction, whether serving our network of investors or the startups seeking funding on our platform. We are dedicated to being adaptable, cooperative, and thoroughly committed to enhancing the overall customer experience. Our diligent due diligence team meticulously reviews the business information and funding requests submitted with your application, and they prepare a comprehensive funding report for the MicroVentures Investment Committee to consider. We believe that fostering strong relationships with our clients is key to mutual success.

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.

Enhance the efficiency of your board meeting preparations with Directors Desk, a platform that facilitates the compilation of board books, document storage, and distribution, as well as the execution of votes, surveys, and discussions. With its centralized approach, Directors Desk software streamlines the sharing of essential information through a web interface or board meeting application, ultimately boosting the productivity of meetings regardless of location. Tailored for corporate secretaries and administrators, this tool aids in the effective distribution of board materials and management of meetings. Administrators benefit from the ability to control user access, maintain an audit trail, and utilize a centralized document repository. Accessible via PC, tablet, or smartphone, Directors Desk allows users to log in to their accounts to view and download up-to-date board materials, add annotations, respond to votes and surveys, and engage with fellow board members directly within the platform, thereby fostering more interactive and collaborative discussions. This comprehensive approach to board management not only saves time but also ensures that all members are well-informed and actively participating in the decision-making processes.

An all-encompassing Software as a Service (SaaS) platform that delivers comprehensive functionality for managing donors, grantees, gift/grant transactions, as well as financial and investment subaccounting. It features optional, secure, and interactive constituent logins, allowing real-time access to data for donors, advisors, client administrators, scholars, board members, and various stakeholders. Empower your donors with a premier donor advised fund platform or provide tailored private labeled DAF solutions to other entities. Enhance your organizational operations and lessen the workload on administrative staff with optional Stellar staff services available at different levels. The system offers daily investment pricing and unitization, automated subaccounting statements, and consolidated client-level statements for your foundation and diversified participant subaccounting clients. This SaaS solution serves as a real-time enterprise resource with seamless hosting, regular updates, and dedicated account managers, ensuring that users receive optimal support and functionality. In doing so, it enables organizations to operate more efficiently and effectively in managing their financial activities.

Board Management allows board members to collaborate seamlessly from any location. You can enjoy a free trial for 30 days with full access to all features, and there's no requirement for a credit card, allowing you to cancel whenever you choose. Overseeing a board of directors can be quite challenging; however, Board Management’s board portal software streamlines every facet of board operations, having been specifically designed with input from Chairpersons, Executive Directors, and their board members and assistants. Our intuitive, secure, and all-encompassing board portal meeting software makes collaboration among board members, record maintenance, and document management straightforward. We follow rigorous security protocols to safeguard all Customer Data, ensuring that your documents, personal details, confidential files, and discussions are protected from unauthorized access. While the roles and responsibilities of board members can differ, effective governance by the Board of Directors is crucial for the overall health and longevity of an organization. Ultimately, a well-functioning board can significantly influence an organization’s success and drive its mission forward.

Dossiere is an advanced electronic platform designed to securely manage access to board, executive, and sensitive documents. Its exceptional document security features enable users to effortlessly view, annotate, share, and collaborate on vital papers in a streamlined manner. With Dossiere, organizing and distributing meeting agendas becomes a straightforward and efficient task. Users can schedule meetings, create agendas, and upload necessary documents for attendees to examine and provide feedback on prior to the meeting. This platform allows teams to engage in secure collaboration, sharing insights and comments with one another. Documents can be compiled and accessed safely for pre-meeting reviews, ensuring that all participants are well-prepared. Dossiere empowers users with control over the interaction and collaboration around various formats, including documents, videos, and audio files that are sent directly to their devices. Users can simultaneously view images, videos, and audio while going through related documents, enhancing the overall experience. Furthermore, it enables the creation of document annotations as well as timeline markers for audio and video content, making it a comprehensive tool for effective collaboration. Ultimately, Dossiere redefines the way teams work together, ensuring that all materials are readily available and easily manageable.

Many Association Management platforms force you to choose between a robust financial system and a seamless membership experience. At MemberPlex, we assert that a strong financial framework should underpin the management of any organization while enhancing the experience of its members. This philosophy led to the creation of MemberPlex, designed to empower you in making informed decisions for your organization. By investing in a flexible and scalable solution, you can meet the needs of your organization both now and in the future. Access vital data insights through comprehensive reporting features and tailor the information according to specific roles within your organization. Provide your members with an intuitive member portal to easily manage their personal details, interests, committee involvement, memberships, orders, and much more! Effortlessly establish your catalog and begin accepting registrations and payments for events and sessions. Moreover, you can stream content, monitor attendance, issue certificates, conduct surveys and exams, and so on, ensuring a well-rounded experience for all participants. With MemberPlex, you'll find that managing your association becomes not only more effective but also significantly more engaging for your members.

Non-profit organizations aim to optimize their resources, both in terms of time and finances. A practical approach to achieving this is by enhancing the efficiency of meetings, and BlueSky is designed to assist with both board and staff gatherings. On any given day, businesses can conduct numerous meetings, sometimes even many at once. BlueSky allows organizers to easily create agendas and document minutes, which encompass attendance, actions taken, and voting outcomes. In the development of BlueSky, we partnered with educational institutions to ensure it meets their requirements in the most straightforward manner. The result is a user-friendly workflow and interface that promotes the success of meetings. Additionally, BlueSky helps government bodies to streamline processes and maintain consistency in managing meeting agendas and minutes. By providing tools for the creation of agendas, item proposals, and detailed minute-taking, BlueSky supports organizations in running meetings that are not only effective but also productive. This focus on usability and collaboration ultimately leads to more impactful outcomes for all meeting participants.

eMeetings is an user friendly Board Meeting solution that offers enormous benefits to all parties involved in organising and attending meetings, from Administrators to Board Members. Trusted by 100+ Companies across Asia, eMeetings has been the preferred choice for some of the biggest banks, NBFCs and Corporate Groups to redefine their Board Meeting experience. eMeetings delivers best in class experience through its remarkable features - Helps create meetings and set agenda points, upload reports and annexures. - It facilitates consolidation of agenda in a single document, draft MOM approval and signed MOM repository. - The meeting documents can be shared securely to the Board members on their devices. - A fully paperless solution, it offers safe and secure communication with zero leaks

Enhance productivity and involvement for board directors, executives, and administrative staff by utilizing BoardEffect. This reliable board portal software facilitates the online management of board-related information, aiding directors in elevating the overall performance of the organization. BoardEffect allows users to effortlessly and securely engage with fellow board members, distribute announcements and documents, annotate meeting minutes, and more, thereby removing the dependency on outdated paper board books. Furthermore, its user-friendly interface ensures a smooth transition to digital management, making it an essential tool for modern governance.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

Take charge of your board recruitment efforts by tapping into a vast database of over 500,000 profiles of board members and executives. Identify candidates who possess the specific expertise and experience necessary to assemble a high-performing board that enhances shareholder value. Utilize the Equilar Diversity Network to discover potential board members affiliated with top organizations, ensuring a broad range of perspectives. Sales and business development often face hurdles due to insufficient high-level connections, but with access to millions of relationships with executives and board members, you can swiftly pinpoint reliable referral sources within your network. Acquire valuable insights from influential figures, giving you a strategic edge to secure new opportunities. The Equilar Board Brief equips investors with essential data to remain informed about the latest SEC filings, offering a comprehensive, printable summary of company developments since the previous annual meeting, including changes in board policies, executive pay, Say on Pay outcomes, and additional crucial information. This resource not only keeps you updated but also empowers you to make informed decisions that can positively impact your organization’s governance.

Does it feel like you’re trying to manage a group of cats when it comes to board and meeting administration? We’re here to assist you in making your board management more efficient and straightforward. Our Cat Herder board portal software serves as a budget-friendly option that enables seamless communication with board members, document sharing, minute-taking, decision-making, and action tracking, among other functionalities. Quickly assemble comprehensive board packs for each meeting using our user-friendly agenda builder and templates. Effortlessly distribute these board packs to participants with just a click. During meetings, you can capture actions, tasks, and to-dos through our in-meeting actions feature. Moreover, board members have the ability to generate their own actions and to-dos with our action capture tool. You can also monitor the progress of these actions and updates with detailed action notes. Minutes play a pivotal role in any meeting, and with our minute taker tool, capturing minutes is a breeze, allowing you to swiftly create the final minutes document and send it out for approval. In essence, our platform not only enhances efficiency but also fosters better collaboration among board members.

Our investment portfolios have consistently outperformed the benchmark by significant margins through a disciplined long-term approach. They have surpassed the benchmark across various time frames and every year since their inception, achieving considerably higher returns for each unit of risk undertaken. Additionally, the maximum drawdown experienced is lower than that of the overall market during the same period. Over the past five years, we have successfully generated multiple multi-bagger investments. In our selection process, stocks not only need to have high ratings but also require approval from our investment committee to guarantee that only the finest stocks are included. This ensures that you receive top-quality stocks across all market capitalization categories, as well as the highest-rated selections available. Our portfolio optimizer is designed to assist you in building a more resilient portfolio by guiding you on the appropriate investment amounts for each selected stock. By staying invested in the highest-quality stocks that exhibit strong short-term positive trends, you can adapt to the rapidly changing market dynamics, ensuring that your portfolio thrives in this environment. In doing so, we prioritize maximizing your returns while minimizing risks.