Board efficiency and information
security made simple

A board portal is a secure digital platform designed for distributing and sharing board materials.

Aprio’s board software for corporations goes beyond basic board portals to deliver document management features, secure annotations, digital voting tools, and reporting tools that streamline board processes. Corporations benefit from centralized access to all board materials, easier ways to distribute materials and schedule meetings, and enhanced security for confidential information.

Our directors software gives board directors intuitive board management tools to access materials, vote on board resolutions, and collaborate securely from any device.

Aprio adheres to several internationally recognized security standards, Including ISO 27001, AT 101 SOC 2 Type 2, SOC 3, HIPAA, and SSAE 16/ISAE 3402. Aprio uses AES-256 encryption in transit and at rest, and SHA-256 cryptographic hash functions to protect passwords.

Data is stored in tier 4 data centers with 24-hour monitoring, daily backups, redundancy, and disaster recovery capabilities. Administrators can also restrict access to sensitive data using role-based permissions and Digital Rights Management (DRM), with remote wiping capabilities to prevent unauthorized access.

Yes. Aprio supports complex corporate governance structures where one board oversees multiple subsidiaries or entities. Using flexible user permissions, you can organize materials by subsidiary while maintaining appropriate access controls across your entire organization.

Administrators can create group permissions to ensure board directors only access materials relevant to their oversight responsibilities, making it easy to manage governance across your corporate structure within one secure platform.

Aprio supports single sign-on (SSO) and multi-factor authentication to make secure access both convenient and robust. Integrate seamlessly with popular videoconferencing tools including Zoom, Teams, and WebEx for one-click meeting access, along with Google and Outlook calendar integration to streamline scheduling.

While Aprio doesn’t currently offer an API for custom integrations with ERP or document management systems, our drag-and-drop bulk uploading supports all common file formats to create an instant, searchable archive of board materials.

Aprio’s board meeting software includes user-friendly voting, survey, and eSignature tools that let directors take action right from the meeting agenda. Directors can vote directly from meeting agendas in one click, and administrators can view board resolutions in real time or access historical voting data to spot patterns.

Administrators can attach important documents for approval to meeting agendas, where directors can sign from any device – with complete audit trails tracking all annotations and signatures. Aprio’s survey and poll tools collect feedback from board members easily, with options for anonymous responses and reporting on results.

Aprio’s implementation process typically takes just three weeks. Week one includes personalized administrator training and setup assistance. Week two focuses on data migration, with drag-and-drop bulk uploading that makes it easy to transfer historical board materials in any file format. Week three includes one-on-one training for all directors to ensure everyone is comfortable using the platform.

Our support team of former board administrators will guide you through every step, and we’ll help you set up your first meeting in Aprio so you’re ready to go.

Aprio’s pay-per-user model includes unlimited administrators, unlimited committees, and unlimited document storage at no extra cost. All directors receive personalized onboarding and 24/7/365 support from our team of former board administrators, with no additional fees for training new board members as your organization grows.

Aprio meets ISO 27001, AT 101 SOC 2 Type 2, SOC 3, HIPAA, and SSAE/ISAE 3402 standards that ensure data stays secure and protected. You can also choose your data storage location (Canada, US, or international) to comply with data protection regulations specific to your jurisdiction.

Aprio includes both role-based access controls and Digital Rights Management (DRM) to protect sensitive documents. Administrators can assign and restrict access to meeting materials for individual users or groups, while DRM provides an extra layer of control to restrict editing, downloads, or sharing of specific documents.

This makes it easy to share documents securely with committees and third-party contributors like auditors or legal counsel, while keeping highly sensitive materials private.

Aprio offers personalized one-on-one training for both administrators and directors during implementation, with ongoing 24/7/365 support from our team of former board administrators who understand board processes. All training is included in your subscription at no extra cost, including training for new board members who join after implementation.

You can reach our support team via email, chat, or toll-free phone at any time, and you’ll receive swift responses from experts who understand how time-sensitive board administration can be.

Aprio automatically tracks all board activity and maintains complete audit trails of board decisions, document access, user logins, annotations, signatures, and more. Administrators can access customizable reports to pull relevant data, including attendance reports, voting results, board evaluations, and login activity.

Aprio also includes version control for all documents so board members can easily track and view document history.

Aprio’s pay-per-user license model includes all of Aprio’s premium features for a single, flat fee that scales with the number of users on your license. Pricing also includes unlimited committees, storage, and personalized training, with no surprise add-ons or hidden fees.

For specific pricing information tailored to your organization’s size and needs, start a conversation with our team.

Aprio offers flexible customization options to fit your board’s specific needs. During setup, you can hide features you don’t need and unhide them as your board’s needs evolve, ensuring administrators and directors only see the tools relevant to their work.

You can also create custom agenda templates for different meeting types (AGMs, quarterly reviews, special resolutions) to standardize your board processes. Aprio’s reporting templates can be customized to compile the specific data your organization needs for compliance and governance.

Aprio maintains a Service Level Agreement (SLA) of 99.99% uptime, with robust preventative security measures including 24-hour monitoring by security personnel, advanced threat detection, and DDoS protection. Data is protected with continuous backups, redundancy, and disaster recovery capabilities via secure Microsoft Azure data centers.

In the unlikely event of a security incident, Aprio’s infrastructure includes incident response protocols and disaster recovery systems to protect your data and restore service quickly. All security measures are regularly audited by third parties to maintain compliance with ISO 27001, SOC 2, and other industry standards.