Nasdaq Boardvantage Features

Nasdaq Boardvantage

Board meeting management & collaboration platform

4.63/5 (54 reviews)

Nasdaq Boardvantage Feature Summary

  • Access Controls/Permissions
  • Approval Process Management
  • Collaboration
  • Electronic Signature
  • File Sharing
  • Important Dates Reminders
  • Member Directory
  • Minutes Management
  • Officer Management
  • Polls / Voting
  • Search

Competitor Feature Comparison

@mentions
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Trail
Authentication
Automatic Backup
Board Meetings
Brainstorming
Calendar Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting / Notes
Committee Meetings
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Digital Signature
Discussions / Forums
Dividend Administration
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Encryption
Event Calendar
Event Scheduling
File Management
File Sharing
For Nonprofits
Full Text Search
Internal Meetings
Invitation Management
Job Management
Job Tracking
Legislative Meetings
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Progress Reports
Progress Tracking
Project Management
Project Tracking
Project Workflow
Question Library
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Scheduling
Template Management
Text Editing
Time Zone Tracking
Two-Factor Authentication
Unified Directory
User Management
Version Control
Video Chat
Voting Management
Workflow Management
Visit WebsiteCompare App
@mentions
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Trail
Authentication
Automatic Backup
Board Meetings
Brainstorming
Calendar Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting / Notes
Committee Meetings
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Digital Signature
Discussions / Forums
Dividend Administration
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Encryption
Event Calendar
Event Scheduling
File Management
File Sharing
For Nonprofits
Full Text Search
Internal Meetings
Invitation Management
Job Management
Job Tracking
Legislative Meetings
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Progress Reports
Progress Tracking
Project Management
Project Tracking
Project Workflow
Question Library
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Scheduling
Template Management
Text Editing
Time Zone Tracking
Two-Factor Authentication
Unified Directory
User Management
Version Control
Video Chat
Voting Management
Workflow Management
Visit WebsiteCompare App
@mentions
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Trail
Authentication
Automatic Backup
Board Meetings
Brainstorming
Calendar Management
Chat/Messaging
Client Portal
Collaboration Tools
Commenting / Notes
Committee Meetings
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Digital Signature
Discussions / Forums
Dividend Administration
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Encryption
Event Calendar
Event Scheduling
File Management
File Sharing
For Nonprofits
Full Text Search
Internal Meetings
Invitation Management
Job Management
Job Tracking
Legislative Meetings
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Progress Reports
Progress Tracking
Project Management
Project Tracking
Project Workflow
Question Library
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Scheduling
Template Management
Text Editing
Time Zone Tracking
Two-Factor Authentication
Unified Directory
User Management
Version Control
Video Chat
Voting Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


10 reviews

Nasdaq Boardvantage Feature Reviews

25 reviewers had the following to say about Nasdaq Boardvantage's features:

Patricia C.

Ease of Use

2020-10-28

The training I received from [SENSITIVE CONTENT HIDDEN] was exceptional and he's readily available for any questions I have.

Pros

Love the drag and drop feature!

Cons

Honestly, I don't have any cons with this software. It's simply exceptional!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hi Patricia, thank you for sharing your positive experience using Nasdaq Boardvantage! We are happy to hear that you've found our software easy to use and have enjoyed our document management features. We are committed to optimizing both you and your board's experience on our platform.

Read more
James W.

Improving after a tricky start!

2020-01-03

Had some good support in recent months so starting to make it work better for us

Pros

Good way of sharing documents with the Board and also lets them add notes/comments when they review the documents.

Cons

We have had some teething problems and think we made the initial set up too complicated. Some of the navigation can be a bit clunky at times.

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

Response from Nasdaq


James - we always aim to deliver a great experience, and we apologize for your tricky start. However, we're so glad to hear that Nasdaq Boardvantage features like document sharing and collaboration have proved useful for your team. Our award-winning Client Service group is a fantastic resource and would be more than happy to continue to support you in any way necessary. Thank you for leaving us this note!

Read more
Elizabeth R.

Excellent Enhancement of Meetings

2020-11-13

It is an excellent tool to use for meetings, communication with members of a board, and has top notch security features!

Pros

I have found the portal to be an outstanding tool in communicating with other board members and the Executive Director.

Cons

It's easy to use, they have great customer service, and accessing your information is intuitive.

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
Patricia S.

Secured and excellent tool

2020-04-15

Pros

He helped me quickly to resolve my problem accessing to the platform.

Cons

Like when downloading documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cecilia L.

Very User friendly platform

2020-04-08

It's very easy to use and very mobile especially during the work at home arrangement.

Pros

It also allows me to retract to documents that we have previously done and it's mobile. It's also very secure.

Cons

It would be great to co-incide with Zoom meetings without having the users to look at two screens at once.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Thank you for your review, Cecilia! We greatly appreciate you taking the time to share your positive experience with us. We love to hear innovative ideas, and we'll share your integration recommendation with our team!

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Jessica G.

Great platform for large document share and collaboration.

2020-04-13

Overall, I am very satisfied with the performance of the software, the file storage capacity, and above all, the customer service.

Pros

Survey module with collaborative creation and built-in reporting is quite handy.

Cons

Extending survey completion deadline results in loss of data and requires "re-opening" the survey. Sharing presenter mode is cumbersome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Jessica, thank you for taking the time to review Nasdaq Boardvantage! We are thrilled to hear that our board portal has helped you in so many ways. Thanks for letting us know about the challenges you've encountered. Don't hesitate to reach out to our outstanding customer support team in the future.

Read more
Karla N.

Review of Nasdaq Boardvantage

2020-04-17

As mentioned above it is pretty user friendly AND the Tech Support is amazing! Every person that I have talked to has been patient and very helpful!

Pros

It is pretty user friendly and actually fun to use.

Cons

When giving permission to users for documents, the scroll bar is very thin.

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

Response from Nasdaq


Karla, thank you for sharing your experience with Nasdaq Boardvantage. We are thrilled to hear that you are finding our tech support helpful - we think they're pretty amazing, too!

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Paul H.

Time to get rid of the paper

2019-12-04

I would think security could be designed to allow a single sign on for people who are users for multiple companies.

Pros

ease of navigation note taking capability

Cons

sign on and switching between companies security is clunky with all the questions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hi Paul, thank you for taking time to leave this note! We appreciate the feedback and want you to know that the Nasdaq Boardvantage team is committed to product innovation that streamlines board workflows. Thank you again for the review!

Read more
Aya T.

Easy to use but need more upgrade

2020-10-29

Pros

easy to upload and collate documents easy to share secure documents

Cons

When adding documents onto book, it is very helpful if "Update" mark can be added next to the document name on the front page automatically

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hello Aya, thank you for your feedback. We are happy to hear that you have found it easy to upload and share documents securely! We continue to improve our document management system, so in the meantime your feedback is important to us!

Read more
Bryan W.

Collaboration securely amongst all team members in real time

2020-04-17

I like it because of the collaborative capabilities and intuitive navigation of the software. It has security features that others in the organization like

Pros

The other feature is one can view the material off line at time of virtual team meeting when there is limited to no internet access And the third feature i like a lot is the 24/7 live access - was very surprised to learn this actually exists at 0200h in the Pacific Time Zone

Cons

Navigation back to original spot within the software is a bit clunky - requires a few more clicks than I anticipated- could be a bit more intuitive if the links are automatically opened up in separate tabs/window

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Thank you for your feedback, Bryan - we will share this insight with our product team!

Read more
Lisa C.

Multi channel and multi company access

2020-05-26

Pros

All of my boards all use Nasdaq Boardvantage, so once I learned it, it was easy to translate to the other companies

Cons

Not all of my boards are on the same version, which sometimes makes Access tricky.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hi Lisa, it's great to hear that you are using Nasdaq Boardvantage for all of your boards. Don't hesitate to reach out to our outstanding customer support team if you are having trouble with accessing the latest version of the software.

Read more
Cheryl C.

Workable Tool but tool could use some improvement

2020-10-29

Pros

I like the post it notes, highlighting, feature.

Cons

It is hard to eliminate prior (older) documents from syncing each time into the briefcase. (2) I don’t find the website particularly attractive. (3) I think a user manual would be helpful so I don’t have to keep calling the NASDAQ BoardVantage customer service respresentatives.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Cheryl, we are pleased to hear that you have found our customer service helpful and apologize for any inconvenience you've encountered! The Nasdaq Boardvantage team is committed to improving your experience and we have shared your feedback with our team. Thank you, we look forward to continuing to support you and your colleagues.

Read more
Chrisie B.

Great features and customer service

2020-10-28

Overall I really like the program and the customer service has been exceptional.

Pros

This is also great for living documents that change often.

Cons

This is frustrating for those who do not have editing permissions.

Rating breakdown

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 Nasdaq


Hi Chrisie, thank you for your feedback on our document sharing and email integration. We are thrilled to hear that you are happy with our security and document editing features. We have shared your comments with our team and appreciate your patience as we continue to improve. Thank you for being a Nasdaq Boardvantage client!

Read more
Deana M.

Exceptional Service

2020-10-28

No insight

Pros

Drag and Drop functionality, as well as edit/replace functions - make this product above all easy to use.

Cons

Automated separator pages in the Board Books - we find manual creation works best for us.

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 Nasdaq


Hello Deana, thank you for your review of Nasdaq Boardvantage. We love that you have found our platform easy to use and look forward to continuing to support you and your board.

Read more
Tatia L.

Great Board Portal

2019-12-20

Boardvantage has been widely accepted and used by staff and our board members. They are really pleased with the performance and like not having to have "hard copy" materials but also like the ease of use of the portal.

Pros

I like how simple it is to upload, edit and create board materials in on location that is easy to access by all

Cons

Sometimes depending on the device you are viewing your materials on, when you click on an item to view it doesn't always start on the beginning page, it opens on like the second or third page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hi Tatia,
Our goal is to make board processes easier and more efficient to manage, and we are ecstatic to hear how Nasdaq Boardvantage has helped you! Our customer service team is available 24/7 if you have questions related to viewing materials across devices. Thank you for leaving us this review!

Read more
Milica P.

Review

2020-01-03

Great

Pros

Several features make it very practical: Ability to structure folders easily, send emails in the software, link to corporate email, change permissions by document, etc.

Cons

Can be glitchy sometimes in certain browsers

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 Nasdaq


Hi Milica - thank you for sharing your thoughts with us! Nasdaq Boardvantage is committed to product innovation to better serve governance needs, and we're very happy to hear your satisfaction with these features.

Read more
Val Rie S.

A few thoughts

2019-11-26

My overall experience has been positive. The folks that I have or currently work with to manage our account and troubleshoot issues are all fabulous.

Pros

The interface is great and allows me to provide our board with the information they need in a timely and organized fashion.

Cons

It inhibits the smooth flow of communication with users regarding meeting RSVPs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Thank you for your feedback! We are always working hard to meet expectations like yours, and we're happy to hear about your positive experience with the Nasdaq Boardvantage team!

Read more
Mary R.

Boardvantage happy user!

2020-05-27

It's easy to use, uploads and combines documents. The staff are always friendly and respond quickly.

Pros

I love the replace feature in BV if a document needs to be edited.

Cons

There isn't anything that I don't like about BV. However, there are small things that could be enhanced. When you do have a suggestion, you are able to submit it for review to see if others are in favor or are requesting it. BV is open for suggestions!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Mary, thank you for sharing your experience with Nasdaq Boardvantage. We are happy to hear that you are enjoying the software - we appreciate your feedback!

Read more
Frederick S.

An excellent system for corporate directors

2020-05-11

Recently I had very prompt and responsive help support when calling your help support via telephone.

Pros

Now that I have spent the upfront time fully understanding how to use and navigate through the system I find it very easy to use in reviewing and annotating board documents.

Cons

It seems much slower to process and download new files than other comparable systems I have used (e.g.

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 Nasdaq


Hi Frederick, we are happy to hear you've had a great experience with our customer service team and are finding Nasdaq Boardvantage easy to use. We appreciate your feedback and will share it with our product innovation team. Thank you for your review!

Read more
Nancy K.

Very Satisfied Board Member

2020-10-28

Pros

The ease of use and assured confidentiality make this software very satisfactory.

Cons

Initially, access seemed problematic, but this no longer an issue.

Rating breakdown

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 Nasdaq


Hello Nancy, we are pleased to hear that you've found Nasdaq Boardvantage easy to use and that it is meeting all of your confidentiality and security needs. Thank you for being a Nasdaq Boardvantage client!

Read more
Phillip F.

Best Option: Boardvantage!

2020-06-18

secure transmitting of info to Board Members is a huge improvement and document managing during a meeting is much improved with the software.

Pros

With all the bells and whistles it is easy as a user.

Cons

Like all of them it is a little tough to get documents exactly where you want them w/in a Board Book.

Rating breakdown

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 Nasdaq


Phillip, thank you for sharing your positive experience using Nasdaq Boardvantage! We are pleased to hear that you are happy with our security and document management features. Our team is committed to improving your workflows and we look forward to continuing to support you and your colleagues.

Read more
Sharisse B.

Great Platform!

2020-04-17

Pros

I appreciate being able to upload a document in its original format.

Cons

Could be Nasdaq or our company's bandwidth but uploading a large document can sometimes take longer than expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Hi Sharisse, thanks for taking time to write a review. We appreciate your patience with upload times - we will forward this feedback to our product team.

Read more
Amanda G.

Great Customer Service from Nasdaq Boardvantage

2020-10-28

I don't feel judged for sending in questions or for misunderstanding the type of admin access I have.

Pros

I like that it is so secure so we know that only the people who should have access have the access needed.

Cons

Better linking within the calendar option for conferencing details. We choose to use Webex for our virtual meetings. However, the way the teleconference information is displayed in the template, it doesn't sync with links correctly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Amanda, thank you for sharing your positive experience with our customer support team! We are pleased to hear that the support you receive has improved your experience and our security and document management features are meeting your business needs. Our team is committed to improving your workflows and we look forward to continuing to support you and your colleagues.

Read more
Lorna G.

Nasdaq Boardvantage for Meetings

2019-12-14

Pros

All documents were kept in one folder which made it very convenient to pull up.

Cons

Too many steps to memorise. It is not a straightforward programme. It is a rather complicated programme and not learner friendly.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Thank you for taking the time to review Nasdaq Boardvantage, Lorna. We appreciate the constructive feedback on the number of steps required in the portal. We do our best to incorporate our clients' feedback in our product roadmap. Our dedicated Client Service team would be more than happy to walk you through the workflows in our portal to help streamline your Admin processes!

Read more
Brenda S.

Highly Recommend Nasdaq Boardvantage

2019-12-04

Using Nasdaq Boardvantage for our Board and Committee meetings has saved a tremendous amount of my time in prepping and getting the materials out.

Pros

I love how user friendly this software is and their customer support is great. If I ever have a question, customer support is always available and answers my questions in a very timely manner.

Cons

Copying one folder to another folder is a bit tricky because the permissions don't seem to transfer over.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nasdaq


Brenda, we are thrilled to hear about your positive experience with Nasdaq Boardvantage! We look forward to continuing to help you save time while prepping for Board and Committee meetings. Thank you for leaving us this review!

Read more