Board portal comparison - Aprio vs Convene | Aprio
Board portal comparison Aprio versus Convene
July 27, 2023
Dee Sicklesteel

Board portal comparison – Aprio vs Convene

Is your board trying to decide between the Aprio and Convene board portals? Here we help you compare key differences in features, service, pricing and more.

What makes Aprio superior to Convene?

At their core, Aprio and Convene board portals do similar things – provide easy-to-use board meeting software that offers secure document management, board collaboration tools and helps board administrators efficiently distribute digital board packages.

It’s important to note that Convene offers both cloud and on-premise board portal solutions whereas Aprio only offers a cloud-based board portal. For those seeking a cloud-based portal solution, there are standout differences to consider when deciding which board management software to buy, Aprio or Convene.

Benefits

Aprio Convene
Easy-to-use interface

Customer reviews of Aprio’s board portal indicate how easy it is for board members to log in and get started from day one. With Aprio’s intuitive navigation, board members can easily find files, links, and everything else they need. Some Convene customer reviews indicate it is easy to use whereas others note the learning curve is steeper than other software.

Yes Maybe
Advanced security

Aprio provides the most robust encryption for complete security, with third-party certifications, two-factor authentication and single sign on to keep board and company information secure. Convene also offers good security features for its users.

Yes Yes
Seamless onboarding

From day one, Aprio helps every customer set up their board meeting software. You’ll work directly with experienced board portal administrators to help make setup a breeze.

Yes No
Expert support & training

While both platforms offer 24/7 help, you won’t find AI chatbots or hard-to-reach call centers with Aprio. Unlike other board portal solutions on the market, Aprio offers responsive, expert help from former board administrators who know firsthand the stresses and urgency of board meeting management and communication.

Yes No
Sole Product Focus

Aprio is a specialist in board technology, whereas Convene offers multiple solutions including ESG reporting. Aprio gives you all the tools to manage your board communication with a team 100% focused on supporting your board portal.

Yes No
Customizable Surveys & Polls

From finding the best date and time for the next board meeting to complex board or peer evaluations, Aprio’s surveys and polls are customizable to your board’s needs. Add headings and sections, make responses anonymous, and clone a previously created survey. Customer reviews of Convene indicate a lack of customization options for surveys.

Yes No
Granular document control

Both Aprio and Convene offer granular user permissions and group access. However, only Aprio helps your board keep certain files and documents private or restricted. Edit the permissions for any document to restrict access including disabling download capability. Customer reviews of Convene indicate a lack of document control for individual users.

Yes No
Complete reporting & archiving

Aprio provides nine standard reports to track board activity including attendance, login behaviour, groups, and audit reporting. Both Aprio and Convene provide an automated audit trail of key compliance actions and dates.

Yes Limited

Aprio vs Convene: Board portal features

Aprio and Convene offer similar board meeting features for board administrators and directors like:

  • One central library to store board materials and documents
  • Easy file sharing features
  • Easy agenda creation and distribution
  • Voting and survey tools to improve board engagement and decision making
  • Track tasks to ensure action items are completed on time
  • Meeting minute tool to draft minutes faster
  • Annotations for board members to markup board documents and collaborate
  • Video conferencing integration
  • Mobile apps for any device

However, Aprio offers more comprehensive features than Convene. For example, while both portals offer an Agenda Builder to streamline agenda creation and distribution, Aprio offers four different ways to create an agenda including templates and reusing past meetings whereas Convene builds agenda by uploading documents alone. Additionally, customer reviews indicate Convene does not currently allow integration with any Calendar service including Google.

On the reporting side, beyond an automated audit trail of board activities and decisions, Aprio also tracks detailed data. For example, see who logged in when, from where and any actions taken including views, downloads, annotations, comments, signatures, or votes.

Aprio vs Convene: Service

Buyer beware: not all board portals offer the same caliber of responsive service.

Because a board portal is used by some of the most influential and time-starved people in your organization, it is paramount that product support is highly professional and useful.

Convene offers customer support 24/7 via phone or email with toll-free numbers in 18 countries.

With Aprio you won’t deal with hard-to-reach call centers. When you call us, you’ll talk with a former board administrator—24/7, 365 days a year. Aprio is the only board portal on the market that offers expert service from former board administrators who know firsthand the stresses and urgencies of board meeting management and communication.

We’re proud of our track record of excellence in customer support and training, achieving a 95% customer loyalty rate.

Aprio vs Convene Pricing

When comparing the cost of board portal software, it’s important to get customized quotes to truly compare. Better technology and service can come at a bit higher price, so be sure to consider your goals and all the features you need, not just grab the best deal.

Convene pricing

The cost of Convene’s cloud-based board portal is on a per user license, per year basis. Customer reviews such as on Capterra indicate optional modules cost extra. For its on-premise solution, you’ll pay a fixed licensing fee upfront to own the software.

Aprio Pricing

Aprio believes that good governance should be simple. We offer a premium product in a “you get what you pay for” market, that is as intuitive as it is robust. We offer the ability to hide features and scale your software at a pace that works for your board.

Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees at no extra cost. Our pricing includes initial one-on-one training for administrators and directors, and any ongoing training you may need to set your board up for success.

Our pricing model ensures you won’t pay for more users than you need. And we offer all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.

Aprio vs Convene: Worth the switch?

Aprio stands out in the industry for providing unmatched expert service and an easy-to-use, secure board portal that works the way a board works. In addition to a seamless fully guided onboarding experience, the Aprio board management platform provides unlimited on-demand training and ongoing expert customer support you can rely on at any time.

We are proud to lead the industry in customer loyalty and service satisfaction, and have you fully protected with top-level industry-standard security. We’ll work hard to win your trust and keep it.

Aprio vs Convene: See the difference

Evaluating board management software for your board and getting set up is possible in just a few weeks with Aprio! We help many boards like yours daily to lighten the work of getting ready for meetings by providing easy-to-use technology and expert support for admins and directors.

We’re happy to help assess your needs and the fit with Aprio. Take the first step – talk to sales.

See how Aprio compares to other board portals:

See the Aprio difference.

We’re happy to help assess your needs and the fit with Aprio. Take the first step.

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