Board portal comparison - Aprio vs. CUBoardroom | Aprio
board portal comparison Aprio versus CUBoardroom
May 9, 2023
Dee Sicklesteel

Board portal comparison – Aprio vs. CUBoardroom

Is your credit union trying to decide between Aprio and CUBoardroom for managing your board communication? Here are some key differences to consider when comparing these two board portals.

What makes Aprio superior to CUBoardroom?

At their core, Aprio and CUBoardroom board portals do similar things – provide a secure online board portal to help credit unions make board meeting preparation more efficient and keep board members up to date. But there are some standout differences to consider as you decide which to buy.


Aprio CUBoardroom
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. CUBoardroom customers indicate CUBoardroom is simple to use, but some customers note the software appears outdated.

Yes Yes
Industry-leading 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. CUBoardroom 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, import existing data, and ensure their board portal is perfectly configured. You’ll work directly with experienced board portal administrators to make your migration or first-time setup a breeze.

Yes No
Expert support & training for all

While both platforms offer 24/7 technical help, you won’t find automated-chat answers or hard-to-reach call centers with Aprio. We offer responsive, expert help from former board administrators who know firsthand the stresses and urgencies of board meeting management and communication.

Yes No
Sole Product Focus

Aprio is a specialist in board technology, whereas CUBoardroom is owned by SmartSource Solutions, which provides multiple services including websites, intranets, content management systems, and database systems for the credit union industry. Aprio gives you all the tools to manage your board with a team 100% focused on supporting boards, with credit unions as our largest customer segment.

Yes No
Calendar view

Aprio provides an easy-to-use Calendar page to help board members and admins see all past, current and upcoming meetings – and for different groups, such as full board meetings and committee meetings. Admins can add recurring meetings as well as remote meeting options. CUBoardroom does not have a Calendar feature.

Yes No
Unlimited groups

While both platforms offer multi-level group administration and permissions, Aprio lets you create as many groups or committees as you need. We give administrators self-serve control to add or remove directors as your board evolves.

Yes No
Virtual meeting readiness

Easily add Zoom, Webex, or GoToMeeting video conferencing to your meetings, which board members can join in just one click.

Yes No
Complete reporting & archiving

Aprio provides nine standard reports to track board activity including attendance, login behaviour, groups, and audit reporting. Aprio provides an automated audit trail of key compliance actions and dates to make regulatory reporting easy. CUBoardroom customers report that archiving materials needs to be done manually and can be cumbersome.

Yes No

Aprio vs. CUBoardroom: Worth the switch?

Credit unions are the largest community of customers that Aprio serves. Our board portal is purpose-built to provide credit unions with efficient access and data security for board information. We stand out as the most full-featured, easy-to-use board portal with unmatched expert support. With Aprio, you have access to more sophisticated tools as your credit union board’s needs change without an upgrade in pricing or a migration.

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. CUBoardroom Features

Aprio and CUBoardroom offer similar board communication features like:

  • One central library to store board materials and documents
  • Easy agenda creation and distribution
  • Track meeting RSVPs
  • Document approvals
  • Online voting and chatting tools
  • Post news or announcements to keep board members up-to-date
  • Accessible on any device including desktop, laptop, tablet, or smartphone

However, Aprio offers more comprehensive features than CUBoardroom. This includes features like Minute Builder, Task Manager, surveys, annotations, version control for documents, and expense reports – to name a few. On the reporting side, Aprio 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. CUBoardroom Service

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

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.

Both CUBoardroom offers 24/7 customer service support available via phone or email. Only Aprio offers unmatched expert service from former board administrators who know firsthand the stresses and urgencies of board meeting management and communication.

With Aprio you won’t deal with hard-to-reach call centers that offer multiple products. When you call us, you’ll talk with a former board administrator who knows firsthand the stresses and urgencies of boards—24/7, 365 days a year. We’re proud of our track record of excellence in customer support and training, achieving a 95% customer loyalty rate.

Aprio vs. CUBoardroom 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.

CUBoardroom pricing

The cost of CUBoardroom consists of a platform fee for the number of users. Is CUBoardroom good value for money? Unfortunately, there is no customer feedback on pricing on review sites like Capterra, and Software Advice.

Aprio Pricing

Aprio believes that good governance should be simple. That’s why our pricing model ensures you won’t pay for more users than you need or for features you aren’t ready to use. Our product specialists will work with you on building a package that aligns with your budget and goals.

Aprio’s starter subscription includes 15 user licenses – any number of which can be administrators — and unlimited committees at no extra cost. Aprio 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.

We offer all of the standard 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’re looking to add on surveys, resolutions and expense reporting – no problem! Buy additional capabilities as you need them with no additional cost for training.

Aprio vs. CUBoardroom: See the difference

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

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

See how Aprio compares to other board portals:

Curious? Find out more.

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