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

“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

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

See a demo of Aprio’s board management software for credit unions

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 boards govern remotely by encouraging ongoing collaboration and staying connected – from anywhere, on any device.

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

Financial expertise & insights

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
While it may appear that most board portal software are similar, there are big differences in overall value, customer service quality and how easy the technology is to use. How do you pick a board portal that’s right for you? See our easy guide for board portal feature comparisons.
Read More
January 18, 2024
Dee Sicklesteel
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

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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