Board Portal Software | Board Package Software | Aprio

Board portal software for a better run board

Eliminate paper, simplify collaboration, and centralize important information in one secure place. Aprio makes running efficient board meetings as easy as it gets.

Get a Free Demo

“More productive meetings and better attendance.”

“The biggest win with Aprio is how much we’ve improved pre-meeting engagement. We’ve also won back time and gained flexibility with our meeting prep. Our last packet took less than one hour to prepare.”

Amy Nelson
Point West Credit Union

Effortless board meeting preparation

Build paperless board packages in minutes instead of hours

Add new topics and sub-topics in just a few clicks, drag & drop documents in any format, define durations and permissions per topic, the possibilities are endless.

Features that make it possible:
  • Use agenda templates or recurring meetings to speed up board package creation
  • Work on the agenda in Draft mode until you’re ready to share it
  • Define granular permissions (signature, vote, viewing) at any level

Annotate board materials with ease

Aprio gives you all the tools you need to effectively review your board materials and make notes for yourself or share with colleagues to spark engaging discussions.

Features that make it possible:
  • Over 10 different markup tools to choose from
  • Keep annotations private or share them as you like
  • Annotations are kept in sync across all your devices

Run more productive meetings

Streamline your meeting minutes workflow

No need to switch between different software, you can do it all in Aprio. Record your 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:
  • Use your agenda to get started, add new sections
  • Add a coauthor to assist with completing the minutes
  • Export minutes as a PDF to be uploaded anytime

Join virtual board meetings with ease

Remote board meetings are the new norm and Aprio 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.

Features that make it possible:
  • One-click access to remote meetings from the dashboard
  • Support for all main solutions (Zoom, Teams, Webex, etc.)
  • Presenter mode ensures all attendees are following along the same agenda

Simplify board activity beyond the boardroom

Collect feedback securely

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.

Features that make it possible:
  • Keep surveys anonymous or define who can review/respond
  • Track progress in real-time and send reminders when needed
  • Analyze responses in aggregate or on an individual level

Engage with your boards at will

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 and Aprio allows you to get one unified view across all the boards you are part of.

Features that make it possible:
  • Discuss with one or multiple colleagues using the Comments feature
  • Notifications keeps you informed whenever your action is required
  • Offline access ensures you can work in any situations

Track & report key information

Stay on top of your action items

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.

Features that make it possible:
  • Tasks created using the Minutes Builder are automatically assigned to the meeting
  • Set priority level and track completion from your dashboard
  • One-click shortcut to import tasks into your calendar

Make data-informed decisions

When paired with qualitative feedback from surveys, quantitative data can often help you uncover patterns leading to improved board performance. Our Reporting tools give you access to the right information, whenever you need it.

Features that make it possible:
  • Track attendance and activity at the group or contact level
  • Review access logs to monitor unusual activity
  • Generate expense reports and assign reviewers

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:

Mitigate the risks of breach or loss

Protect information with total control over access. Admins can grant temporary access to auditors or legal counsel, as well as enforcing which documents cannot be downloaded or printed. Aprio board portal software also equips you to remotely wipe board data from any lost or stolen devices.

Features that make this possible:
  • Admin-controlled privacy permission settings
  • Login authentication
  • Remote purge for lost or stolen devices

Save big without sacrificing features, security, or support.

With Aprio board package software no one is stuck with the “lite” edition, we give you…

  • Affordable per-user pricing with premium features for all
  • Unlimited committees at no extra cost
  • Unlimited ongoing training
  • Uncompromising security you can rely on

Schedule a Demo

No other support team works harder to keep things simple.

Aprio’s committed to helping you get the most out of your new board portal software.

Done-for-You Set Up
We take care of configurations, boardroom creation, and data migration from any existing portal.
Practical Training
Free one-on-one, group, and ongoing training available for admins and directors.
24/7/365 Support
When you need a hand, you’ll get support from real people who care, any time, any day.

Less paper. More security. Better board meetings.
See how easy good governance can be.

Get a customized tour of Aprio and preview all the features
that will make your next board meeting stress-free.

Book Your Demo Now

How can a small credit union with limited resources rise to the top? Community credit unions face fierce competition yet can be slow to innovate, fearing that they’ll leave behind old-fashion strengths in the process….
Read More
October 16, 2018
Ian Warner
Board administrators usually don’t need to be convinced they need a board portal. The time-saving tools for setting up board meetings alone give the technology instant appeal. Convincing busy executives, however, to make the software…
Read More
April 25, 2018
Dee Sicklesteel
Gartner predicts that 80 per cent of board-run organizations use collaboration systems that are specifically intended to support the unique needs of a board. So what is the value of board portal software and how…
Read More
June 12, 2021
Dee Sicklesteel

Comparison shopping? Here are 10 things to consider
when evaluating board portal software.

View The Guide

Suite 1090, 1090 West Georgia Street
Vancouver BC Canada V6E 3V7

Suite 450, 1733 H Street
Blaine Washington USA 98230

Board Portal Software
Why Aprio Industries About News Get Demo
Resources Careers Support Contact