Aprio Features

Aprio

Board portal & board meeting management

4.65/5 (23 reviews)

Aprio Feature Summary

  • Member Directory
  • Polls / Voting
  • Electronic Signature
  • Minutes Management
  • Approval Process Management
  • Collaboration
  • Surveys
  • Expense and remuneration tracking
  • Track education allowances
  • Remote purge
  • Annotations
  • Available offline & online
  • Groups and permissions
  • Attendance reports
  • Document library
  • Multi-lingual
  • Offline access
  • Alerts

Competitor Feature Comparison

Activity Tracking
Alerts / Escalation
Approval Process Control
Attendance Management
Attendance Tracking
Calendar Management
Collaboration Tools
Collaborative Review
Collaborative Workspace
Contact Database
Content Library
Customizable Templates
Digital Signature
Document Storage
Drag & Drop Interface
Email Invitations & Reminders
Event Calendar
Event Scheduling
Expense Tracking
Meeting Management
Multi-Language
Offline Access
Permission Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Survey Management
Surveys & Feedback
Two-Factor Authentication
Voting
Visit WebsiteCompare App
Activity Tracking
Alerts / Escalation
Approval Process Control
Attendance Management
Attendance Tracking
Calendar Management
Collaboration Tools
Collaborative Review
Collaborative Workspace
Contact Database
Content Library
Customizable Templates
Digital Signature
Document Storage
Drag & Drop Interface
Email Invitations & Reminders
Event Calendar
Event Scheduling
Expense Tracking
Meeting Management
Multi-Language
Offline Access
Permission Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Survey Management
Surveys & Feedback
Two-Factor Authentication
Voting
Visit WebsiteCompare App
Activity Tracking
Alerts / Escalation
Approval Process Control
Attendance Management
Attendance Tracking
Calendar Management
Collaboration Tools
Collaborative Review
Collaborative Workspace
Contact Database
Content Library
Customizable Templates
Digital Signature
Document Storage
Drag & Drop Interface
Email Invitations & Reminders
Event Calendar
Event Scheduling
Expense Tracking
Meeting Management
Multi-Language
Offline Access
Permission Management
Role-Based Permissions
SSL Security
Search Functionality
Secure Data Storage
Survey Management
Surveys & Feedback
Two-Factor Authentication
Voting
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 9.3 or later. Compatible with iPad.

Android App


0 reviews

Aprio Feature Reviews

20 reviewers had the following to say about Aprio's features:

Rose Gioia

Easy to navigate. Makes the office more efficient and organized. No more hard copies. Love it!

2018-03-13

Pros

We use the online voting often especially since board meetings have been reduced. Management can have something approved within days.

Cons

When allowing access to a folder etc should be able to add users individually rather than having to always create a group.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you so much Rose for the review - appreciate the feedback!

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Mark Farrow

Great Board Software

2019-10-30

It is multi-platform and easy to use.

Pros

The calendar feature makes it easy to know what meetings and committees are upcoming and who is involved.

Cons

There are a few differences with the web vs app functionality, but it is small.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thanks for the great review, Mark!

We have made annotating your material in the apps even easier with the option to save your personal annotations automatically. To enable this feature, please click/tap on the Settings icon, then about half way down the page you can enable the "Sync personal annotations automatically" option.

If you have any questions, please do not hesitate to reach out to Aprio Support!

Read more
Barb Tallant

I love this software.

2018-03-20

The Board has immediate access to any information and we save on paper costs

Pros

It does it all. I also like the fact that if I have any issues, the Aprio team is always right there to help me out. Also, the Aprio team is always updating the software.

Cons

I wish there was an easy way to change the name of a folder and be able to retain all of the documents posted under the previous name.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you Barb for your support!

There is an easy way to change a folder name in Aprio. Simply click on the folder you'd like to change, then click on the "edit" icon to the left of the folder name. From there you can update the name and re-save. If you need any help, give us a call at 1-855-55-APRIO (1-855-552-7746).

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Anonymous
(Staffing and Recruiting company, 1-10 employees)
Verified Reviewer

Easy Navigation

2019-04-29

Pros

The feature that I like the most is the ability to send confidential and secure surveys out plus the interface is super friendly.

Cons

There is nothing that I do not like about the app so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Connie Dochylo

Working with Aprio

2018-09-19

We finally have everyone reading the latest version of documents and information.

Pros

- great support when learning the software both for the administrators and members using the program

Cons

- linking documents from library and surveys

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Smith

Aprio is extremely user friendly. We rely on it heavily for our board members.

2018-03-13

Pros

The quick add function to add multiple files at once makes it very easy to add board packages with up to 50 documents in each package.

Cons

I feel like the organization of the library could be better however I have not spent much time sorting it since taking over this roll.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thanks Melissa for your feedback! Appreciate your support.

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Joanna Pajak

Makes Board governance easier!

2019-12-12

We didn’t have a single point of access for our Board of Directors which was secure enough to store highly confidential information such as policies and bylaws.

Pros

I cannot day enough great things about Aprio. From the ease of use of the product to the amazing customer service Aprio is a well rounded product that is every Board administrator’s dream.

Cons

There is nothing I don’t like about the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Joanna, we are so happy to see that you are enjoying your experience with Aprio! We work very hard every day to improve our software and support every client. It's great to have such positive feedback!

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Lori Archibald

Makes reporting easy

2019-11-21

I have had a great experience thus far with Apprio

Pros

The ease of reviewing reports from prior years is very valuable.

Cons

I wish you could segregate information differently

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Hi Lori,
Thanks so much for the amazing review!
Please have your Administrator reach out to Aprio Support and we will be happy to provide options for segregating the information in your portal.

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Patrick Kniefel

Aprio Review

2018-09-18

Pros

I like that it is a central location to house all documents, not just those in the meetings and the flexibility to set up events differently depending on the need.

Cons

Also, there is a lag in the system which makes difficult to review the documents without exiting and signing back in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you Patrick for your support. Stay tuned for news about an iPhone app - that's definitely on the product roadmap and coming soon.

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Teresa Maddox

easy to use, still trying to get our board use to the new program

2018-03-15

Pros

Having a secure place to sensitive documents that we need to have our board see.

Cons

My board would like to use the discussion portion but is not feeling secure of others see the conversations . They don't want the admin to see it either. I have tried it out for them and I don't see that is something I would trust either.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you so much Teresa for your review - we appreciate your support.

We can definitely provide more training for the Kitsap Credit Union board, at your convenience and at no extra charge. Just give us a call at 1-855-55-APRIO (1-855-552-7746) to set something up.

For discussions (and many other features in Aprio): access can be restricted by "group." When you set up a group and give the group access to discussions, only the members of that group + full admins can see those discussions.

To make group discussions fully private adn remove an admin role, you need to assign a "sub-admin" status to an existing group member (eg another board member) and mark the discussions private. This will lock out full admins from accessing discussions.

We would be pleased to walk you through this step-by-step. Just give us a call!

Read more
Anonymous
(Financial Services company, 1001-5000 employees)

Completely satisfied with Aprio

2018-09-06

Pros

For the most part, we simply provide the login access to the new user and they teach themselves.

Cons

I tend to use the desktop version when I set up a meeting and load materials because I find the functionality better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Diane Rourke

Aprio, the user friendly information platform

2019-12-12

Aprio presents everything in a well organized manner, it's easy to navigate.

Pros

Everything is laid out in an organized and functional manner.

Cons

nothing in particular, If anything make a different symbol (instead of a trash can) on items after you've read them. I read the materials before the meeting, then they have a 'trash' symbol on them. Maybe a 'read' symbol, or something else.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dileep Choksi

Confidential

2019-11-22

For a variety of reasons well beyond my control the potential of the software was not exploited.

Pros

Confidentiality and referencing. The use of the software was in my capacity as director. The use was periodical and specific to meetings. The proceedings are closed door being a listed company.

Cons

Difficult to open. As my referencing was spasmodic confined to four times a year back referencing was necessary not only with reference to data fed on Aprio but other emails. I found it difficult to link both.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you very much for the positive review!

Please note that Aprio Support is available 24/7 to assist you if you have questions regarding referencing the material for your organization.

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Queenie Tang

We used Aprio for our Directors and it is probably one of the best portals I've worked with.

2018-07-19

Pros

We also saved all our corporate policies, governance documents and Minutes here where it's easily assessable.

Cons

No complaints, this is one of the best and most simple Board Portals I've used. Our Directors never had an issue with Aprio.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Suzanne Bull

Aprio Review

2019-12-12

Pros

Program is secure. Layout is user friendly.

Cons

It is difficult to go from one section to another without having to return to the dashboard each time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you for your review Suzanne! Please contact Aprio support and we would be happy to set up a quick training session with you!

Read more
Ken Steen

Distribution and sharing of meeting material and resources couldn't be much easier.

2018-03-12

More efficient distribution of meeting material and the sharing of resources with Board members.

Pros

Our entire board is accessing through the ios app.

Cons

Using the app, users have not been able to view the meeting they are to attend. They need to go into settings and re-sync to view upcoming meetings.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thanks Ken for the review - we really appreciate your support.

Understand the frustration on syncing to see all future meetings. To see all your meetings, please set your timeline to extend past your last board meeting. E.g. if the timeline is set to Feb 2017-Feb 2018 the app will only sync info up to Feb 2018. Feel free to contact our Support team at 1-855-55-APRIO (1-855-552-7746) for a quick tutorial if needed.

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Pat Khoe

Awesome Board Portal Software

2018-09-05

It is an amazing tool for making board meetings go smoothly.

Pros

The software is so easy to use.

Cons

The system has issues with loading locked pdfs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thanks for your support Pat!

To address your comment re. locked pdfs - we recommend not locking PDFs when loading to Aprio for ease-of-use, since the security of the software will protect the PDF. You can also control which individuals have access to the PDF for further controls.

If you do prefer to load locked PDFs, they are viewable within Aprio, after entering the password of the PDF. Or, they can be downloaded individually. That's an extra step for users though & downloads are discouraged for security reasons, so we recommend not locking PDFs to begin with.

Hope that helps & as always, feel free to reach out to us if you have any questions!
~Karen Peacey, Director Customer Relations

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Kate Sherk

Using APRIO

2018-09-05

I am so happy with the software as it allows me to ensure that theBoard is properly set up and always prepared. No matter where I am or where the Board members are, I am able to prepare them for the next meeting.

Pros

I really like the ease of using APRIO not only for mysel but for my Board members...wherever they are. Meetings are accessible, information is readily available and all items are archive to reference. Thanks for making my job manageable!

Cons

I do find it challenging to keep all the information properly files in folders...but that is only because we are using it so much!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thanks so much for this wonderful review Kate! We're pleased that you're finding Aprio helpful in making your job more manageable.

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Crystal Dixon

Great tool and very easy to navigate

2018-09-19

Pros

I like the fact, it is so easy to navigate, as an administrator it is very simple to get used to.

Cons

Very simply, the use of action items, seems not as clear on the administration side, but not a huge problem.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Christie Scobie

I have been using Aprio for the last few years and I don't know how I managed our Board prior to it!

2018-03-16

Pros

Aprio took the time to introduce their product in a way that was easy to follow and understand.

Cons

I can not think of one negative thing about Aprio and their team! Honestly - they are that good! I don't know what I would ever do without the application or the support team! The Directors love the program!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Aprio


Thank you so much Christie for your kind words - we appreciate your support!

Read more