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.

Track metrics and distribute details with Aprio board portal software

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
Data protection worldwide with Aprio board portal software

Safeguard financial information with top-level security.

Aprio’s board portal and our people are dedicated to keeping your financial information confidential, secure and encrypted while accessing board materials from anywhere.

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.

Aprio helps credit unions and financial boards be more productive by streamlining meeting preparation, communication and decision-making.

Features that make this possible:
  • Prep board packages in a few hours, not days by distributing board packs via email
  • Reach decisions quickly with online voting, signature tracking and surveys
  • Automate meeting agenda creation, with links to relevant documents
  • Boost communication and collaboration with secure messages, notes and annotations

Remote governance made simple.

Aprio’s board management solutions help government and crown agency boards govern remotely during these challenging times, by encouraging ongoing collaboration and staying connected virtually – from anywhere.

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

Financial expertise & insights

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
CEOs and executive teams need a well-functioning board of directors now more than ever. With every major workforce impacted by the coronavirus, boards are no exception. The pandemic has challenged how boards meet and operate—from…
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August 19, 2020
Ian Warner
Gartner research shows that the majority of board-run organizations use board management software that is specifically intended to support the unique needs of a board. So what is the value of board portal software, and…
Read More
March 31, 2020
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.

BOOK YOUR DEMO

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