Financial services boards need to run productively, protect sensitive data, and ensure governance supports regulatory compliance. Leading financial services boards choose Aprio’s easy-to-use software to simplify meeting prep and streamline communication among board members.
Anna Bertacchi, Assistant Vice President
United Nation Federal Credit Union
Financial services are highly regulated and subject to specific compliance and regulatory requirements. Aprio’s board portal solution saves time and reduces costs by making it more efficient to gather information for board reporting.
Aprio is dedicated to keeping your financial information and board communications confidential, secure and encrypted whenever you access board materials from any device.
Aprio helps keep board members informed and engaged by streamlining meeting preparation, collaboration and decision-making.
Aprio equips board directors with instant access to critical information and analytics in an organized, searchable format.
Save big without sacrificing features, security or support. With Aprio’s board management software, no one is stuck with the “lite” edition, we give you…
Aprio is designed to be straightforward, even for less tech-savvy board members – and we strive to maintain high ease of use scores with every new feature.
Pricing includes unlimited administrators, ongoing support, and all mobile and security features in every plan.
Aprio’s robust security features meet ISO 27001, AT 101 SOC 2 Type 2, SOC 3, HIPAA, and SSAE 16/ ISAE 3402 standards to keep data secure in transit and at rest.
Our support team has experience with board governance practices and offers practical training and live assistance 24/7
Our friendly team of board administration experts will help you migrate from other portals or in-house systems.
Aprio meets rigorous security standards including ISO 27001, SOC 2 Type 2, SOC 3, HIPAA, and SSAE 16/ISAE 3402 certifications. Our board software helps financial institutions maintain regulatory compliance with secure data encryption, automatic audit trails, and granular access controls.
Yes – Aprio offers flexible data storage in US, Canada or international servers. Choose your data storage location to meet regulatory requirements and comply with data sovereignty laws.
Aprio’s board meeting software allows board administrators to create agendas from templates, upload files in any format, and distribute to directors in a few simple clicks. Directors have centralized access to all board materials, where they can annotate or edit documents as necessary.
Meeting prep can take minutes instead of days – and Aprio keeps board members informed with notifications each time the documents are updated.
Absolutely. Aprio’s board portal integrates with any virtual meeting platform including Zoom, Teams, and WebEx for efficient board meeting management online and in-person. Board directors can access board materials, participate in online voting, and follow presentations whether they’re in the boardroom or joining virtual meetings.
We offer personalized onboarding to help board administrators set up Aprio, plus individual training for board directors to ensure everyone feels comfortable with the software. After that, you’ll have access to our expert support 24/7, 365 days a year.
Board members can call or email anytime and talk to our team of former board administrators who truly care. We uphold high customer service quality standards so your board can realize all the benefits of Aprio’s comprehensive features.
Yes, Aprio includes iOS and Android apps with offline viewing capabilities. Board directors can access Aprio on any device, and review board materials anytime, anywhere. If directors make changes while they’re offline, Aprio will automatically sync and update the changes for everyone as soon as they’re back online.
Aprio includes built-in online voting, eSignature, and survey tools so you can keep all board communications in one secure location. Your board of directors can place votes and sign documents right from Aprio’s agenda without spending time logging into another tool.
How does Aprio ensure audit trails and version control?
Aprio automatically logs all files and user activity to create an audit trail of all meeting materials, board decisions, director activity, and voting results. Our secure document management system tracks all changes with complete version control for regulatory compliance.
Yes, Aprio has several case studies demonstrating how financial institutions use our board management software to make their boards more efficient and meet regulatory requirements. If you’re currently evaluating board software, you can also review our board portal feature comparisons to see how Aprio compares to other options you’re considering.
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