Board Portal

Connect your board members and management team quickly, easily, and securely to agendas, minutes, organizational calendar, policies, procedures and other board-related materials.

Our convenient, secure online portal:

  • Enhances corporate governance
  • Enables you to access confidential documents anytime, anywhere
  • Meets regulatory compliance requirements
  • Saves time and money by eliminating the need for physical documents


Ability to share, view, and respond to comments, plus track which participants have accessed various documents. A discussion forum helps manage conversations, while an updateable calendar keeps meetings and events on track. Additional features include a shared contact directory, surveys and polling, and email notifications.


Access important information anytime, anywhere. The system’s iPad app includes offline access. Advanced search capability makes it easy to find specific documents or conversations, while one-click document retrieval saves you time.

Secure & Compliant

Hosted in our level one data center, the portal maintains SSAE 16 Type II compliance and offers a secure internal messaging system. Our board portal makes it easy to maintain complete audit trails of document access and permanently archive document packages, ensuring compliance with regulatory recordkeeping requirements.

Easy to Manage

Supports a variety of file types, including Microsoft office programs, videos, and audio files. You’ll be able to exercise administrator control over user permissions for your group, and as an administrator you’ll receive audit logs for accountability. We provide 24/7/365 support as well as quarterly updates and enhancements.