Board Portal for Financial Services | Credit Union Software

A board portal for financial services and credit unions.

Boards of financial institutions need efficient communication while protecting sensitive, confidential information. Credit unions, small banks and large financial organizations choose Aprio to help run efficient meetings, foster collaboration and keep data safe.

Aprio’s management software is the #1 choice of credit unions.

“Compared to other portals, Aprio offered the biggest bang for the buck providing the same extensive security of more expensive portals as well as providing training and unlimited support at no cost.”

Amy Nelson, CEO
Point West Credit Union

Secure & efficient board compliance software for credit unions.

run meetings more efficiently with aprio board portal

Meet regulatory and compliance requirements in less time.

Financial services and credit unions 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 regulatory 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.

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
Quickly prep board packages with Aprio board portal software

More productive boards for banks and credit unions.

Aprio helps credit unions and 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

Governance made simple, from anywhere.

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

Virtual meeting integration
eSignatures & Surveys
Notes & Annotations
Secure messenger
Multiple devices
24/7 support
Online & offline availability

Financial expertise & insights

How did a large U.S. credit union with several senior board members and varying levels of technical skills make the shift from paper board documents to Aprio’s secure online board portal? See the Case Study.
Read More
August 16, 2023
Ian Warner
John Haines, the board chair at Your Neighbourhood Credit Union (YNCU), says board engagement, responsiveness and ability to make rapid strategic decisions are critical to an organization’s success. Located in southwest and northern Ontario, in…
Read More
June 13, 2018
Ian Warner
What is the value of board portal software and how do you pick a board portal that’s right for you? See our easy guide for board portal feature comparisons.
Read More
January 17, 2023
Dee Sicklesteel

Better board engagement. Certain data security.
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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