Board portal software is a digital platform specifically created to streamline communication, collaboration, and information sharing among board members within an organization. This secure software offers various functionalities, including document sharing, annotation, scheduling meetings, and voting and approvals, to enhance governance and decision-making processes.
With easy-to-use tools, board members can efficiently review board materials, engage in real-time discussions, and stay informed about important company matters. Importantly, board portal software prioritizes security and confidentiality, effectively addressing the challenges faced by board members when fulfilling their responsibilities.
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What is a Board Portal?
Board portal software is a tool businesses utilize to simplify the process of conducting board meetings. Corporate secretaries usually coordinate these meetings.
With the help of board portal software, directors can conveniently access and make notes on board documents, communicate with one another, and vote on important company resolutions.
There is a wide range of board portal software available, each with different prices, features, and usability.
Additionally, these software options can cater to specific industry verticals, such as governments, large corporations, small companies, and non-profit organizations.
What to Look for in Board Portal
With most board portal software performing similar functions, it’s very important to evaluate service, pricing and track record with organizations similar to yours.
- Pricing
- When it comes to comparing board portal software, the most notable distinction lies in the pricing. There is a wide range of meeting solutions available, from high-end options to more basic ones, with varying levels of affordability. Ultimately, organizations need to choose a solution that fits within their budget constraints.
- Adaptability
- Investing in unused board portal software can be a waste of money and may even compromise your security. To ensure the app is embraced, it should be easily accessible from various devices, user-friendly, and backed by live customer support. It should also offer the convenience of reading and annotating board materials just like with a physical copy, but with the added benefits and functionality of an electronic board book.
- Features
- In addition to the fundamental features like scheduling events and providing online board books, board portal software can vary in terms of its document management tools, reporting capabilities, presentation options, and collaboration features. If your meetings involve complex permission and privacy settings or multiple presenter roles, it’s important to assess whether a particular board portal software can meet these requirements. It’s crucial to consider whether the strengths of a board portal software align with the specific needs of your company.
- User Interface
- When considering a board portal software, it is essential to also evaluate its user interface. This is especially crucial if your organization includes executives and board directors who may not be very familiar with technology and might find it challenging to adjust to a digital solution. Prior to achieving any cost savings or improvements in productivity, it is vital that the design of the board portal software is intuitive enough to ensure easy navigation for all users.
- Security
- When selecting a board portal software, it is important to consider the security measures implemented by each platform. Take the time to understand and compare the security safeguards of different board portals to find the one that best suits your needs. Assess whether their security measures and data storage practices align with your organization’s standards. For instance, if your company handles sensitive information and prefers not to store data on the cloud, you should explore options that offer on-premise hosting. However, it’s worth noting that not all board portals may provide this alternative.
Best Board Portal Software in 2024
1. BoardEffect
BoardEffect is a digital platform that aims to make board management processes more efficient and straightforward for organizations. It provides a range of useful tools for collaboration, communication, and meeting management, ensuring that board materials and important information can be accessed securely from any location and at any time.
In addition to facilitating the scheduling, preparation, and distribution of documents for board meetings, the software also enables voting, surveys, and evaluation features. With its strong focus on governance and compliance, BoardEffect promotes effective engagement and decision-making among board members while prioritizing the security of data.
2. Diligent Boards
Board Portal Software, such as Diligent Boards, is a digital platform created specifically to improve communication and collaboration among board members. This software allows organizations to securely share and work together on board materials, agendas, documents, and discussions in real time.
The main goal of this software is to streamline and enhance the board meeting process. One of the key highlights of Diligent Boards is its focus on security and confidentiality, offering end-to-end encryption and strict access controls. In addition, this software offers various features like seamless integration with other tools, offline access, full-text search, and e-signatures.
With its comprehensive range of capabilities, Diligent Boards is a top choice for effective corporate governance.
3. ZipDo
ZipDo is a user-friendly software that operates on the cloud. It revolutionizes team collaboration by changing the process of capturing, organizing, and sharing board meeting notes. With its ability to take real-time minutes, facilitate collaborative editing, and integrate smoothly with popular calendars and productivity tools, ZipBoard is an essential tool for boards and committees of any size.
One of the key features of ZipDo is its real-time minute-taking capability, which ensures that all participants in board meetings are continuously updated and synchronized. This eliminates the need for traditional methods of note sharing. After the meeting, board members can easily edit and enhance these notes to ensure that the content remains up-to-date.
Board Portal Software like ZipDo is designed to enhance note organization by offering easy categorization into channels or folders. With its search feature, users can quickly find specific details without the hassle of scrolling or manually searching through notes, resulting in improved productivity and efficiency.
ZipDo ensures the safe and protected sharing of information among board members, stakeholders, and partners by implementing strict access control measures. Additionally, its seamless integration with calendars simplifies the process of creating collaborative meeting notes, eliminating the need for manual data entry.
4. OnBoard
OnBoard is a digital platform specifically designed to enhance productivity and cooperation among boards and leadership teams. Its primary purpose is to provide a secure means of accessing meeting materials and board-related information. OnBoard offers a range of useful features including agendas, secure voting, surveys, discussions, and annotations.
The platform ensures comprehensive security measures that are compatible with both mobile and desktop devices. By streamlining the entire board meeting process, from scheduling and creating board packages to conducting remote meetings and signing-off resolutions, OnBoard serves as a comprehensive solution for efficient board management.
5. BoardPaq
BoardPaq is a cost-effective and user-friendly online platform that prioritizes secure communication, document management, and meeting coordination for board directors, administrators, and executives.
As a top-rated software in this field, it provides a wide range of tools such as board agendas, minute taking, action item tracking, discussion threads, online voting, and more. These features are easily accessible through both the desktop and mobile app versions.
The primary objective of this software is to optimize board meeting efficiency and effectiveness by promoting enhanced collaboration and governance among board members.
6. Boardable
Boardable is a software for board members of different organizations to enhance communication and improve efficiency. This online tool acts as a central hub where users can easily schedule meetings, share important documents, collect relevant data, discuss agendas, and even cast votes.
By providing a seamless platform for collaboration and decision-making, Boardable helps organizations streamline their board management processes. Additionally, the software prioritizes security by encrypting documents, ensuring the confidentiality of sensitive information.
With its customizable features, user-friendly interface, and accessibility across multiple devices, Boardable aims to support effective and efficient board management.
7. Aprio
Aprio is a software specifically created to make board meeting management easier for organizations.
It offers a user-friendly platform where board members can securely access and review meeting materials, collaborate with their colleagues, vote on important matters, electronically sign documents, and stay informed about corporate governance activities.
The software is designed to enhance efficiency, transparency, and engagement among board members, while also prioritizing data security.
8. Azeus Conven
Azeus Convene is a reliable and user-friendly tool that simplifies communication and decision-making processes within corporations. This advanced platform helps streamline meetings, reduce paperwork, and allows easy access to board materials from any device.
It also ensures the utmost security and control over confidential information. Azeus Convene offers various features like agenda creation, document sharing, voting, approval workflows, and tracking key decisions, making it a comprehensive solution for managing the entire meeting lifecycle.
By utilizing this software, organizations can enhance governance, comply with regulations, and achieve digital transformation and sustainability goals.
9. BoardVantage
BoardVantage is a software specifically developed for board portals that enables smooth and secure digital communication among corporate directors, executives, and administrators.
With its advanced functionalities such as virtual boardrooms, document management, approval workflows, and secure messaging, BoardVantage offers a comprehensive platform for collaboration among board members and leadership.
This software ensures that critical information is readily accessible to board members and executives at all times, empowering them to make informed decisions while also guaranteeing compliance with corporate regulations and safeguarding data security.
BoardVantage is part of Nasdaq Boardvantage, a collection of collaborative tools offered by Nasdaq Corporate Solutions.
10. BoardPro
BoardPro is a board portal software that is specifically developed to simplify and enhance board processes and promote effective governance practices for small to medium-sized businesses and nonprofits.
This online platform ensures a secure and collaborative environment for board members and executives. It includes various features like agenda templates, action tracking, document storage, and meeting scheduling.
The objective of BoardPro is to centralize communication, information sharing, and decision-making processes, ultimately improving board efficiency, reducing administrative tasks, and fostering transparency and accountability.
11. Directors Desk
It provides a secure and efficient way for board members, executives, and authorized personnel to communicate, collaborate, and share information. With a comprehensive set of tools, this software simplifies business processes like managing meetings, sharing documents, voting, approving, and tracking performance and compliance.
By utilizing Director’s Desk, organizations can effectively facilitate board activities while maintaining the utmost level of security and confidentiality. Its advanced and easy-to-use features enable members to access essential board data anytime and anywhere, ultimately improving efficiency and decision-making.
12. eShare’s Broadpacks
BoardPacks is a cutting-edge board portal software that revolutionizes the traditional method of handling agendas, meeting packs, surveys, and decision making processes, which were traditionally paper-based.
By embracing this advanced technology, BoardPacks assists organizations in enhancing their governance and optimizing the productivity of their board.
This is achieved by providing board members with easy access to crucial information such as board papers, training materials, risk assessments, and decision records, all conveniently available at their fingertips.
13. Confluence
Confluence is a board portal software that allows people to connect and access the necessary ideas and information to enhance their productivity. Unlike other tools for sharing documents and files, Confluence promotes openness and collaboration.
It enables users to create, manage, and collaborate on various projects, ranging from product launch plans to marketing campaigns. With dedicated and organized spaces, it becomes effortless to find relevant work.
Additionally, Confluence facilitates cross-team communication and can be customized with apps from the Marketplace or integrated seamlessly with the Atlassian suite.
14. FileCloud by CodeLathe
FileCloud by CodeLathe is a crucial tool for secure content sharing among board members. The safety and privacy of the data are of utmost importance in these portals.
Additionally, it is essential for board members and top executives to have the ability to access the content securely from their tablets and mobile phones, both before, during, and after the meetings. FileCloud is a reliable solution that fulfills all these requirements.
It can easily integrate with enterprise data repositories, file servers, and even cloud storage systems like AWS S3. Moreover, FileCloud offers flexibility in deployment options, allowing you to choose between on-premise, public cloud, or SaaS service.
15. iDeals Board
Directors and managing boards often find themselves overwhelmed with a large number of paperwork on a daily basis. However, iDeals offers a solution to help businesses save time and effort.
iDeals is a sophisticated board portal software that assists in efficiently managing business documents, organizing meetings, and facilitating collaboration among team members.
iDeals Board is a virtual solution designed to ease the workload of directors. It allows users to store business files in the cloud and control access to these files, specifying whether they can be viewed, edited, printed, or downloaded.
iDeals also offers a feature for conducting transparent and fair polls, enabling users to cast votes.
16. Board Intelligence
Board Intelligence Ltd created Board Portal Software in 2008 as a cloud-based board service. This software assists organizations in conducting efficient and environmentally-friendly meetings, leading to faster business decision-making processes.
The board portal software offers a secure platform for board members and administrators to collaborate effectively. With Board Intelligence, users can conduct remote meetings, organize tasks, create meeting schedules and agendas, and share files with executives.
This software is valuable for businesses of all sizes, including small, mid-market, and large companies. Various industries such as financial companies, manufacturers, and educational institutions prefer Board Intelligence because of its exceptional functionality and high level of security.
17. BoardSpace
Founded in 2014, BoardSpace is a board portal software company based in Canada. Specifically designed for volunteer boards of directors, this software is ideal for non-profit organizations, community associations, charities, and housing cooperatives.
However, it is also well-suited for commercial organizations, offering excellent board document management features. Unlike many other providers, BoardSpace does not offer a free trial or free version of their board portal software.
However, they do provide the option to request a free demo and they also offer a 60-day money-back guarantee. The starting price for their software is $69 per month. While some competitors may offer a free trial, the relatively low starting price of BoardSpace allows you to easily test out multiple providers and confidently choose it as the most convenient option.
Considering the affordable starting price, this board portal software is ideal for most non-profit boards. Non-profit organizations often have budget constraints and cannot afford expensive software. Thus, utilizing board portal software would be a great option to streamline meeting and document management for committees.
18. iBabs
iBabs is a highly regarded European company that specializes in software for managing boards. Established in 1997, iBabs is based in the Netherlands and has gained a strong reputation in the market.
With the strict legal regulations in the EU regarding the security of board meeting minutes, as well as a significant client base in the financial industry, iBabs stands out as one of the most secure board portal software solutions available.
There are different options available for customers when it comes to the deployment of board portal software. They can choose to install the software provided by iBabs, or they can opt for the Software-as-a-Service (SaaS) version.
The board app is available for both Android and iOS users, allowing them to access board meetings and documents from any device and location without any restrictions. When team members use any device to work together or examine important documents, there may be concerns about the cybersecurity risks for the board.
However, there is no need to worry because this provider utilizes 256-bit AES encryption, which is trusted by numerous financial institutions and defense departments. Additionally, the software meets the requirements of ISO 27001 and ISO 27002.
19. Boardmanagement
Boardmanagement is a user-friendly and effective online platform specifically designed to streamline board management and facilitate the governance of board of directors. Similar to many other providers, this software has been developed by individuals with first-hand experience serving on boards, enabling them to understand and address the challenges faced by directors and secretaries.
Boardmanagement offers effective solutions for the numerous challenges that boards face on a daily basis. This innovative software streamlines board management processes, facilitating seamless communication among directors as well as with external parties.
Whether an organization is small or large, and regardless of its mission, this board portal is designed to meet its unique needs. Boardmanagement is a leading provider that offers board portal software to assist organizations in enhancing the efficiency of board meetings, board communication, and document management.
20. Directorpoint
Directorpoint is a vendor that provides a highly adaptable board portal software solution. Their platform has a minimalist and user-friendly design. Directorpoint equips organizations with the necessary tools to ensure that their boards function efficiently and effectively.
True to its name, the software creates a centralized hub for governing teams, allowing all relevant information to be stored in one place. With Directorpoint, directors have complete control and oversight of the organization’s operations.
Moreover, the software facilitates productive board meetings by enabling participants to prepare in advance through the study of materials shared by their colleagues.
Moreover, users have the capability to conduct votes and surveys, which prove valuable for virtual meetings or when making decisions on less significant matters that do not necessitate extensive deliberation.
Directorpoint offers board members reports that display the activity and involvement of all users. This enables a better understanding of how to enhance team efficiency. Utilizing all the features of this virtual board portal is extremely easy.
The user-friendly interface ensures that even those with minimal technological skills will not have trouble navigating through the various tools.
21. Huddle
Other useful suggestion is Huddle as it is widely preferred by professionals in various industries such as accounting, corporate advisory, government contracting, marketing, media, and construction. Huddle offers a versatile range of solutions for medium and large companies.
One of their offerings is the Board Portal Software, specifically designed for board meetings and governance. They also provide Partner Portals, which facilitate the management of bids and service delivery for companies.
Furthermore, Huddle offers various collaboration software options, including their government contractor platforms. These platforms are highly popular among government partners and contractors, making Huddle a widely-used tool in this sector.
22. DocSend
DocSend Software is a software company called DocSend that was acquired by Dropbox in the year 2021. They have a wide range of clients, including over 25,000 companies globally. Various types of organizations such as educational institutions, financial companies, and startups make use of board portals for their virtual meetings and secure document sharing needs.
In addition to providing a platform for virtual data rooms, DocSend also offers a comprehensive set of advanced features. These include digital watermarking, document management and analytics, e-signatures, and secure sharing.
With this software, you can securely share important business documents, meeting materials, and other files in a protected environment. The board portal software streamlines the process of managing boards and assists board directors in addressing contemporary governance obstacles effortlessly.
DocSend’s board portal software is specifically designed for small to medium-sized businesses seeking an efficient solution for managing meetings throughout their entire lifecycle. DocSend is a robust tool to streamline board management, finance, fundraising, sales, business development, and recruiting processes.
This software, compatible with Dropbox, offers a mobile-friendly platform that allows users to access important documents anytime and anywhere. Additionally, it can seamlessly integrate with popular tools like Outlook, Gmail, and Zapier, enhancing efficiency and convenience.
23. SAP
Equip your executive team with a cutting-edge board portal software that offers up-to-the-minute business insights and on-demand analysis through the innovative SAP Digital Boardroom platform.
24. Digital Design
Digital Design custom software development company provides professional full-cycle services: business process automation, enterprise project management for Office 365, intranet, business software customization.
25. Admincontrol
Admin control provides a comprehensive software solution known as Board Portal Software, which includes a web-based platform and dedicated applications for iPad and iPhone.
This software enables organizations to securely collaborate and effortlessly share documents for various business processes, including board and management work, due diligence, capital injections, and stock exchange listings.
26. Brainloop
Brainloop is a market-leading provider of SaaS solutions that enable customers to securely manage and collaborate on confidential documents and information.
27. Cureo
Board portal software is there to enhance collaboration and improve efficiency for nonprofit organizations. It facilitates seamless teamwork among staff members, board of directors, volunteers, and communities, allowing them to work together more effectively.
28. BancIntranets
BancIntranets is a reliable and secure solution that allows directors to conveniently access crucial meeting materials and other significant information. This top-notch software is specifically designed to cater to the needs of busy directors.