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Board Management Software

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Board management & online portal for boards of directors

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BoardBookit is a modern board portal software built to be the trusted technology partner for mid to large-size organizations in meeting modern governance challenges. Offering unmatched ROI, user-experience focused design and premium support, BoardBookit is the answer to complex governance.

Read more about Govenda

Nasdaq Boardvantage


Board meeting management & collaboration platform

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Nasdaq Boardvantage is a cloud-based governance and collaboration tool designed to help small to large businesses streamline and manage board meeting processes. Nasdaq Boardvantage allows users to create single or multiple meetings in a day and track details, files & attendance using board books.

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Intelligent Board Management & Meeting Software

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Board meetings should be informed, effective, and uncomplicated. The OnBoard board intelligence platform transforms complicated, outdated, and time-consuming board meeting processes so boards can focus on what matters most. Test before you invest with OnBoard’s no-strings-attached free trial.

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Affordable nonprofit board management software. Start free!

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Use Boardable's powerful nonprofit board management software to hold virtual meetings, build agendas, record minutes, assign & manage tasks between meetings, vote digitally, sign documents, engage in discussions, and more. Explore Boardable now with a free trial (no credit card).

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Diligent Boards


Diligent: Built to Drive Your Modern Governance Needs

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Diligent Boards, used by 50% of the Fortune 1000, provides boards and executives with modern governance tools that allows the board to expand their reach outside the boardroom as well as meeting requirements such as distribution of board meeting materials in a secure environment.

Read more about Diligent Boards



Board portal & board meeting management

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Aprio's full-featured board portal helps organizations manage board meetings and board communication, with top security and service

Read more about Aprio



Board portal software for board members, execs & admins

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BoardEffect’s board software supports modern governance best practices within and across each cycle of board activity.

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Governance that benefits the community

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BoardDocs is a board management and paperless governance solution for K-12 and community colleges of all sizes

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Manage your projects from start to finish with Wrike

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Wrike is a board management platform trusted by 20,000+ companies worldwide. Features include role-based access, customizable dashboards, shared calendars and 400+ app integrations. Share files, schedule meetings, and collaborate with board directors using Wrike's all-in-one software.

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Online board meeting management for SMBs and Non Profits

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Elegant and easy-to-use software that helps SMEs and Non-Profits streamline board processes.
Save time, reduce hassle and ease stress with BoardPro

Read more about Boardpro



Agenda and meeting management solution for local governments

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iCompass is a cloud-based agenda and meeting management solution designed to help local governments manage and accomplish goals, aiding operational efficiency, transparency & improved engagement with the public. The solution aims to eliminate manual tasks & optimize costs for time-bound processes.

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Azeus Convene


Secure Paperless Meetings in a Board Management Software.

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Convene is designed to enhance the board management process by increasing the efficiency of board processes, enhancing collaboration, and improving corporate governance with a comprehensive meeting platform.

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Contract Management | Board Portal | e-Signature | VDR

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All-digital board management, metadata-driven document management, e-Signature and VDR. Now with OCR, Office365 Single Sign-On & Outlook calendar sync!

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Modular board management software

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Simbli is a comprehensive board management software solution for effective online board governance, with modules for meetings, planning, policies, & evaluations

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Secure document sharing and tracking for professionals.

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Create a secure data room to share board materials ahead of time, update documents on the fly, and present to remote board members. Each DocSend Spaces comes with its own security features, ensuring that you always have control over who has access to your share documents.

Read more about DocSend



Board management solution for nonprofits

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BoardSpot is a cloud-based board management solution for nonprofits which includes tools designed to simplify the management of meeting agendas, committees, notes, crucial documents, and attendance. The unified platform supports unlimited members, committees, and meetings.

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Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Secure Virtual Data Room

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PactCentral VDR platform securely stores and enables sharing of confidential files in a cloud data sharing platform. Collaborate any document in secure virtual environment with in-app messaging, built-in commenting, and electronic signing.

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DiliTrust Governance Suite


Corporate and legal activity management

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DiliTrust Governance is a cloud-based governance and entity management solution designed to help businesses across all industries manage corporate and legal activities. The platform is designed to help in-house lawyers monitor and manage legal activities such as contracts, entities, cases, and more.

Read more about DiliTrust Governance Suite



Artifical Intelligence based virtual data room for brokers

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Ansarada Virtual Data Room is an AI-powered virtual data room platform which assists deal brokers with information sharing, document management, and collaboration. Key features include auditing, data archiving, filtered search, collaboration, role-based access, engagement scoring, and more

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Secure document collaboration & project management

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Huddle provides secure cloud-based content collaboration for enterprise and government clients. With Huddle, users can share and store files, collaborate on documents or ideas and manage projects with colleagues, clients, partners & suppliers.

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Meeting software for leadership executives & directors

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Sherpany is a meeting management solution designed to help medium & large businesses manage all aspects of leadership meetings, from scheduling to document sharing. Using the platform, leaders can find information via global search functionality and track discussion histories.

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Global entity management and document automation

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Athennian continues to help 20% of Canada's Top 30 Law Firms with innovative cloud-based solutions that empower paralegals.

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Legal entity management and corporate housekeeping platform

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Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).

It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and meeting invites. Corporify also provides a very intuitive portal to share information with external stakeholders in read-only mode.

Read more about Corporify

Admincontrol Board Portal


Board management & data rooms for digital collaboration

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Admincontrol is a digital collaboration and document sharing tool which gives businesses the opportunity to utilize board portals and data rooms for managing their board communications and data storage. Businesses and boards can use Admincontrol to control their sensitive information and processes.

Read more about Admincontrol Board Portal

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Buyers Guide

Board management

From protecting shareholders’ interests to deciding on important organizational issues, a board of directors plays a crucial role in a business’s survival and growth. With responsibilities that can make or break the business, these individuals can’t afford to work in silos, have partial visibility into matters, or (even) accidentally diffuse sensitive information. 

A board management software solution is an essential tool that addresses these concerns. It can help the board work cohesively and securely, without the longer turnaround time spent on exchanging information through emails.   

In this buyers guide, we will learn more about this solution and its key features. Here is what we will cover:

What is board management software?

Board management software is a tool that provides a virtual platform for all members to collaborate on strategic organizational matters, such as drafting policies, reviewing performance, or hiring executives.  

By consolidating workflows, the tool helps the board to stay organized and expedite decision-making. It also acts as a database for important documents and information the board might need handy.

What are the deployment options for board management software?

There are two deployment options for the software. A general understanding of them and their resource requirements and pricing models will help in selecting the right option for your business. 

Cloud-based deployment (SaaS): The vendor hosts the tool on its own or third-party servers and manages the maintenance and support. Users can access the tool on internet-connected devices by paying the subscription fee, which is usually charged monthly or annually. This deployment’s primary benefits are a lower upfront investment and easier on-demand scalability. 

On-premise deployment: The user organization takes on the responsibility of hosting the tool on its private network infrastructure, thereby, also taking up the responsibility for its support and maintenance. Only the devices inside the private network or the ones on which the tool is installed directly can access the software. The procurement is typically a one-time per-user license fee. This deployment’s primary benefit is the absolute control over organizational data. 

Key question to ask a vendor before you buy: What security measures does your tool have to safeguard the sensitive business information it will have access to?  

What are some common features of board management software?

Knowing the common features of board management software will give an understanding of the basic capabilities to look for when exploring the market. 

Collaboration: Allow all members to work on proposals, cast votes, attend virtual meetings, and have discussions through the board portal. They can also assign tasks to each other and communicate through chats. 


A thread of annotations in Diligent Boards (Source)

Calendar management: Share calendar invites for meetings and events with agendas and important documents attached. Users can sync the tool with their webmail systems such as Outlook or Gmail to receive reminders and avoid missing important events.

calender management

Calendar management in Aprio (Source)

Document management: Create and share board packages (a collection of documents used during board meetings) with board members. The feature allows enforcing access restrictions on documents and provides greater security than sharing them over emails. 

document management

Document management in BoardPro (Source)

Minutes management: Record attendee lists, dates of meetings, and topics of discussion. The feature helps pull minutes of past meetings for discussions and share them with other stakeholders.

minutes of the meeting

Minutes of a meeting in BoardPro (Source)

Key questions to ask a vendor before you buy: Does your tool cover all the common features? What additional capabilities does your tool have? 

Back to board management software directory

Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations, obtained from sources believed to be reliable at the time of publication.

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