Empowering Decision-Making: Innovative Board of Trustees Software Solutions | Aprio Board Portal

Secure board of trustee software for a better run board

Eliminate paper, simplify board communication and store documents in one secure place. Aprio’s board of trustees management software makes board governance as easy as it gets.

“Aprio is the board portal I recommend to every board of trustees!"

“Boards simply function better with it. Every feature in Aprio helps my day in my role as a board secretary. One of the things I appreciate the most about Aprio is how fast I can create agendas and board packages, turning what used to be a 1 to 2-hour task into just 10 to 15 minutes.”

Claudia Ferris
Board Secretary for St. George’s School

Aprio's board of trustees software makes it easy to streamline board meeting…

Board management software for effortless board meeting preparation

Build paperless board packages in minutes instead of hours

Add new topics and sub-topics to your board package in just a few clicks. Drag & drop board meeting documents in any format, define durations and permissions per topic – the possibilities are endless.

Features that make it possible:

Credit unions, banks and financial services boards can quickly prep board packages with Aprio board portal software

Board of trustees software to run more productive board meetings

Streamline your meeting minutes workflow

No need to switch between different software, you can do it all in Aprio’s board management software. Start with a skeleton outline of your minutes from your meeting agenda. 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.

Features that make it possible:

Aprio's board meeting minutes builder streamlines meeting minutes workflow. Learn more about Aprio's board portal software.
join virtual board meetings in one click with Aprio board portal software

Join virtual board meetings with ease

Keep your virtual board meetings productive and engaging with Aprio’s board of trustee software. No need for board members to fumble to find the meeting details or switch to a specific videoconferencing solution; we support them all.

Features that make it possible:

Board trustee software to track & report key board information

Stay on top of your action items

The work before and after a board of trustee meeting is often as important as the meeting itself. That’s why we built our Board Task Manager feature to ensure nothing falls through the cracks.

Features that make it possible:

Task Manager ensures your board is on top of action items. Only in Aprio's board portal software.
Make data informed decisions and increase board intelligence with Aprio's board portal software.

Make data-informed decisions

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.

Features that make it possible:

Board trustee software to keep everything secure

Choose where your data is stored

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.

Features that make this possible:

Choose where your data is stored. Aprio's board portal software has industry-leading security for credit unions banks and financial institutions

See a demo of Aprio’s board of trustee software

Interested in learning more about Aprio for your board of trustees? Get in touch with us.

No other board of trustee software works harder to keep things simple.

Aprio’s support team is committed to helping you get the most out of your new board of trustee software.

Seamless Onboarding

You’ll work directly with experienced board portal administrators to set up your board meeting software.


Practical Training

Unlimited one-on-one, group, and training available for admins and board of directors any time.


24/7/365 Support

When you need a hand, you’ll get expert support from real people who care, any time, any day.

Get competitive per-user pricing that gives you instant access to premium board software.

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