Board Management Software for Financial Services | Aprio

Board Management Software for a Better Run Board

A board portal designed for financial services

Financial services boards need to run productively, protect sensitive data, and make good governance convenient for directors. Leading financial services boards choose Aprio’s easy-to-use software to simplify meeting prep and streamline communication among board members.

Proudly serving financial services globally

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Aprio board portal credit union testimonial
5 out of 5

“User friendliness and training are outstanding with Aprio.”

“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, Assistant Vice President
United Nation Federal Credit Union

Key features of our board portal for financial services

Meet regulatory and compliance requirements in less time

Financial services are highly regulated and subject to specific compliance and regulatory requirements. Aprio provides a direct ROI by making it more efficient to gather information for board reporting.
Features that make this possible:
  • icon Automatic archiving of meeting minutes, motions & board evaluation
  • icon Easy access to self-serve reports
  • icon Rapid and robust search functionality
  • icon Accurate audit trail of key compliance actions and dates
Credit union boards, financials services and banks run meetings more efficiently with aprio board portal
Choose where your data is stored. Aprio's board portal software has industry-leading security for credit unions banks and financial institutions

Safeguard financial information with top-level security

Aprio’s board portal software and our people are dedicated to keeping your financial information confidential, secure and encrypted whenever you access board materials from any device.
Features that make this possible:
  • icon Choose your data storage location – the US, Canada, or international
  • icon Servers adhere to independent, third-party requirements for security certifications
  • icon Secure document management with version control and audit trails
  • icon Admin-controlled access permissions and remote data wiping for lost or stolen devices

More productive boards for financial services

Aprio helps financial boards be more productive by streamlining meeting preparation, collaboration and decision-making beyond the boardroom.
Features that make this possible:
  • icon Build board packages in minutes instead of days
  • icon Automate meeting agenda creation with templates and recurring events
  • icon Reach decisions quickly with online voting, signature tracking and surveys
  • icon Real time communication and secure messaging between meetings
Credit unions, banks and financial services boards can quickly prep board packages with Aprio board portal software

Enhance decision-making with quick access to board insights

Aprio equips financial services boards with the tools to make informed decisions by providing instant access to critical information and analytics in an organized, searchable format.
Features that make this possible:
  • icon Quick access to historical meeting records and decisions
  • icon Searchable document archives for fast information retrieval
  • icon Custom report generation for board metrics and activities
  • icon Track voting patterns and resolution outcomes

Board management software pricing with premium features for all

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…

  • icon Affordable per-user pricing with premium features for all
  • icon Unlimited administrators and committees at no extra cost
  • icon Unlimited ongoing training
  • icon Uncompromising security you can rely on
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The trusted board portal powering financial services governance

Board management doesn’t have to be complicated. Whether you’re switching from another solution or just getting started, here’s why Aprio is a top choice for many financial services boards of directors.

It’s easy to use

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.

We deliver value

Pricing includes unlimited administrators, ongoing support, and all mobile and security features in every pricing plan.

It’s secure

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.

Ongoing, personalized support

Our support team has experience with board governance practices and offers practical training and live assistance 24/7

Need setup assistance?

Our friendly team of board administration experts will help you migrate from other portals or in-house systems.

Financial governance made simple, from anywhere

Aprio’s board management solutions help financial services’ boards govern remotely by encouraging ongoing collaboration and staying connected – from anywhere, on any device.

Virtual meeting integration

eSignatures & Surveys

Online voting

Notes & Annotations

Secure chat

Apps for all devices

24/7 support

Online & offline availability

Financial board expertise & insights
Board Portal Evaluation

Building a business case for board portal technology

You may have noticed other organizations adopting board portal software and wondered: is it right for my board? See our guide to help build a strong business case that articulates the benefits of board portal technology, the risks of not using software and how to calculate the ROI.
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Ian Warner
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Certain data security. Better board engagement. Discover Aprio’s board portal for financial services.

Get a customized tour of Aprio and preview all the features that will make your board meeting processes more effective while keeping your confidential information secure.
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