All the board management features you’ll need to simplify collaboration and securely communicate, plus self-serve access to board documents in one place. Aprio’s board management software makes running productive meetings as easy as it gets.
“I couldn’t find any other platform that offers that caliber of ease of use plus tailored training and ongoing support from their team. We’ve quickly adopted the core features of Aprio and gained efficiency and we see room to grow.”
Anna Bertacchi
United Nation Federal Credit Union
With Aprio’s board management software no one is stuck with the “lite” edition, we give you…
Add new topics and sub-topics to your board package in just a few clicks. Drag & drop board documents in any format, define durations and permissions per topic – take your board meeting agendas to the next level.
Aprio gives board members all the board management tools they need to effectively review board materials. Make notes for yourself or share with team members to spark engaging discussions.
No need to switch between different software, you can do it all in Aprio’s board management software. Record minutes as the meeting unfolds, track motions and action items, assign an approver or a coauthor, our Minutes builder helps you get your job done faster than ever.
Remote board meetings are the new norm and Aprio’s board management software ensures your board meetings will remain productive and engaging despite the distance. No need to fumble to find the meeting details or switch to a specific videoconferencing solution; we support them all.
Whether you are looking to encourage accountability and improve performance through board evaluations or aim to conduct a simple vote before making an important decision, setting up a Survey in Aprio is as simple as you can imagine.
Whether you want to review the agendas for your upcoming meetings, annotate documents, or sign a resolution, you can do it all from the device in your pocket. Aprio allows you to get one unified view across all the boards you are part of.
The work before and after a board meeting is often as important as the meeting itself. That’s why we built our Task Manager feature to ensure nothing falls through the cracks.
When paired with qualitative feedback from surveys, quantitative data can often help you uncover patterns leading to improved board performance and corporate governance. Our Reporting tools give you access to the right information, whenever you need it.
Your data security is fundamental to our business. Choose to securely store your data anywhere in the world. All of our servers adhere to independent, third-party requirements for security certifications.
Protect information with total control over document management access. Admins can grant temporary access to auditors or legal counsel, as well as enforce which documents cannot be downloaded or printed. Aprio’s board management software also equips you to remotely wipe board data from any lost or stolen devices.
Aprio’s support team is committed to helping you get the most out of your new board management software.
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A board portal is a secure digital platform designed for distributing and sharing board materials. It usually includes document management features, secure annotations, digital voting tools, and access controls for sensitive information.
Board portals and board management software are often used interchangeably, but board management software (like Aprio) is technically a broader category. It includes comprehensive tools for running a board such as task management, surveys, attendance tracking, and reporting, along with a board portal to fully streamline corporate governance.
Aprio’s pay-per-user license model includes all of our premium features, storage, and unlimited committees at no extra cost. All directors will receive personalized onboarding and 24/7/365 support from our friendly team of former board administrators.
We believe good governance should be simple, so we don’t charge extra for some features or have any surprise add-ons. You’ll pay a single, flat fee that only scales with the number of users on your license.
Aprio adheres to several internationally recognized security standards, including ISO 27001 to certify best practices for information management and industry-specific practices certified by AT 101, SOC 2 Type II, SOC 3, HIPAA, and SSAE 16/ISAE 3402 standards.
Aprio also uses AES-256 encryption in transit and at rest, and SHA-256 cryptographic hash functions to protect passwords, along with robust cybersecurity and DDoS protection.
Aprio includes both role-based access controls and document digital rights management (DRM) to protect sensitive documents.
With role-based access controls, you can assign and restrict access to meeting materials for individual users or groups. DRM offers an extra layer of control by allowing you to restrict edit access, document downloads, or sharing. These combined tools make it easier to share some documents securely with committees and third-party contributors, while keeping sensitive documents private.
Yes, you can use Aprio’s granular access controls and document digital rights management (DRM) to safely and temporarily share sensitive data with auditors and legal counsel. Simply grant temporary users access to the documents they need, then revoke access when they’re finished with their work.
Aprio automatically logs all user activities including logins, document views, downloads, and other actions across the board portal for full visibility of temporary user activity.
Aprio offers seamless integration with many of the tools your board already uses. That includes universal video conferencing support for Zoom, Teams, WebEx, and any other video conferencing solution with one-click meeting access. Aprio also integrates with Google and Outlook calendars to streamline scheduling.
While Aprio doesn’t currently offer an API for custom integrations, these built-in integrations cover the most commonly used business tools for board management.
Yes – directors can access board books, review documents, and make annotations on any device, even while they’re offline. Any changes they make will automatically sync to Aprio as soon as they’re back online.
This gives directors the flexibility to prep for meetings even while they’re travelling or working from a remote location.
Aprio streamlines board decision-making with automated attendance tracking and user-friendly voting tools. Directors can vote right from meeting agendas and administrators can view voting results in real time – or access historical data of all previous votes within Aprio.
Aprio also tracks attendance of groups and individual directors at every meeting. Administrators can download reports of past meeting attendance at any time, and view all director activity to ensure quorum was maintained in each meeting.
Aprio provides nine different customizable reports that compile key information from audit logs. Administrators can choose from reports including attendance, login activity, expense reports, and more – and export data in minutes.
Administrators can also access a complete archive of board documents, meeting minutes, motions, and board evaluations if they need more detailed information.
Aprio offers one-on-one onboarding for all directors, along with 24/7 expert support from our team of former board administrators. Every Aprio user in your organization can contact support at any time and get a timely response from one of our friendly experts.
All onboarding and training is included in your subscription, so you’ll never pay additional fees regardless of how much assistance directors need.
Aprio’s board assessment and survey tools make it easy to collect real-time feedback from board members and executives. Create long surveys or short polls, clone past surveys, and set due dates for survey participants – then share surveys that board members can fill out on any device.
You can also choose whether to collect data anonymously or with known responses, and control who can view the summary report. This makes it easy to collect candid feedback from directors, generate reports from the results, and benchmark annual assessments to support continuous improvement.
Our support team is always standing by to help you make the most of Aprio. Reach out via email, chat, or our toll-free number at any time, and you’ll get in touch with our team of former board administrators who understand how time-sensitive board issues can be.
We’re proud to offer best-in-class support for all our clients, with swift responses from experts in your time zone.
Absolutely. Aprio’s user-friendly software is simple enough for small nonprofits, yet comprehensive enough for complex corporate governance. Our pay-per-user license ensures all our premium tools stay affordable for smaller organizations, while larger organizations benefit from predictable costs at scale.
When you set up Aprio for your organization, you can hide the features you don’t need and unhide them as you go. This allows small organizations to benefit from a simpler tool that remains flexible and scalable, while larger organizations can take advantage of Aprio’s comprehensive features from the outset.
Aprio’s Agenda Builder lets you create board books from templates or from scratch in minutes. Upload board documents in any format, add topics and subtopics, then send out board books to all meeting attendees. You can also allocate time to each agenda item to keep sessions on track.
Board books stay protected in Aprio’s secure board portal, where directors can add annotations. This prevents unnecessary back-and-forth emails, saving time and keeping meeting materials secure.
Comparison shopping? Here are 10 things to consider
when comparing board management software.
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