Board Management Software

Board Management Software allows boards of directors to securely access board documents and work with other board members from their phones, tablets, computers or offline.

Built to Drive Good Governance

Governance leaders, executives, and board directors rely on our industry-leading board management software to securely manage their most sensitive board materials, collaborate anywhere they go, and participate in voting and resolutions quickly and easily. With all of your documents stored in our industry-leading secure data centers located in your region, board activity is simple. You can easily manage agendas, annotations, documents, discussions of board meetings, and minutes quickly and securely. Directors can access real-time updates to board materials anywhere on-the-go from their phone, tablets, computers, or even offline—enabling them to ask better questions, gain deeper insight, and add value to their meetings.

For Directors and Trustees

Busy directors can stay in touch with real-time updates across all of their devices. With the ability to manage and access their multiple boards, directors can seamlessly collaborate on board materials anywhere, anytime.

  • Industry-Leading Customer Support

    If a director is having a problem, they can call our award-winning, white-glove customer service team and have a human talk through any pain points

  • Access Materials 24/7

    Directors can complete questionnaires, ask questions, place votes, sign board meeting minutes and more at any time of the day, anywhere in the world - with or without Wi-Fi

  • Easy Collaboration

    Annotate documents, manage notes or comments, and get real-time notifications for any changes

  • Voting Made Easy

    New customizable voting enhancements provide even more options to issue a vote and track results

  • Communicate in Virtual Rooms

    Manage board committee decisions and materials in a dedicated space

  • Insights Curated Content

    Access an integrated feed of curated content for directors and committee members, including articles and videos on newsworthy topics and best practices for boards

  • Director Network Data and Analytics

    Leverage an integrated data set of more than 125,000 director and executive profiles for nominating and governance committees to assess board opportunities and reduce governance risks

For Board Administrators

Built with security in mind, our board management software is easy-to-use and helps to streamline the work of assembling board materials. Building board agendas, managing approvals for a resolution, and creating board meeting minutes should not be a burdensome task. Our software allows board administrators to have the time and information that they need to contribute their expertise and add real strategic value to their role.

  • Build Board Books Quickly

    Drag-and-drop book building gives you the ability to duplicate forms in a faster and more effective way than traditional board books

  • Manage Meetings and Calendars

    Putting contacts, calendars and board documents in one place makes managing meetings faster

  • Create Virtual Rooms

    Create virtual rooms for board committees or smaller groups to allow secure collaboration before and after meetings

  • Set And Restrict Permissions

    Customizable permissions for data access can be personalized down to the document-level and user-level to improve privacy and security

  • Enhance Security

    If a device is lost or stolen, remote locking and data wiping tools ensure your confidential information stays that way with the help of your dedicated customer success manager

Because failure is not an option in today’s environment of escalating risk, regulations and change, it’s all backed by award-winning 24/7/365 customer support and industry-leading security.