Board Management Software for Financial Services | Aprio

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 board communication.

Proudly serving financial services globally

“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. Additionally, Aprio’s expense reporting has been a game changer for better supporting the frequent travel reality of our members. We’ve quickly adopted the core features of Aprio and gained efficiency. We see room to grow."

Anna Bertacchi, Assistant Vice President
United Nations Federal Credit Union

Key features of our board portal for financial services

Credit union boards, financials services and banks run meetings more efficiently with aprio board portal

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:
  • Automatic archiving of meeting minutes, motions & board evaluation
  • Easy access to self-serve reports
  • Rapid and robust search functionality
  • Accurate audit trail of key compliance actions and dates
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 devices.

Features that make this possible:
  • Choose your data storage location – Canada, the US or international
  • Servers adhere to independent, third-party requirements for security certifications
  • Admin-controlled access permissions
  • Remote data wiping for lost or stolen devices
Credit unions, banks and financial services boards can quickly prep board packages with Aprio board portal software

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:
  • Build board packages in minutes instead of days
  • Automate meeting agenda creation with templates and recurring events
  • Reach decisions quickly with online voting, signature tracking and surveys
  • Boost communication and collaboration with secure messages, notes and annotations

See a demo of Aprio’s board management software for financial services

One of our product specialists will be in touch to learn more about your business and answer your questions.

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 expertise & insights

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.
Read More
March 13, 2024
Ian Warner
How can a board with directors on different continents operate more efficiently? United Nations Federal Credit Union evaluated board technology. See the Case Study.
Read More
November 30, 2023
Ian Warner
It can sometimes feel like every board has already gone digital. It’s true that plenty of boards have embraced board portal software, but many are still making do with patchwork solutions like Dropbox and email….
Read More
February 19, 2023
Karen Peacey

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 more effective while keeping your information secure.


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