Aprio Features

Aprio

Board portal & board meeting management

4.83/5 (12 reviews)

Aprio Feature Summary

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

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Competitor Feature Comparison

Mobile apps

iOS App


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Requires iOS 8.0 or later. Compatible with iPad.

Android App


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Aprio Feature Reviews

11 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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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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Pat Khoe

Awesome Board Portal Software

2018-09-05

You save on printing costs, mailing costs, if applicable and it provides security for sensitive information.

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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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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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
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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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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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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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!

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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
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