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Board Portal.

 
 
 
 
✦ Easy. Simple. Efficient.
 
If you're looking for a board portal that's easy for employees to manage, but still powerful enough to deliver everything the board needs, then you're in the right place.
 
What's included?
 
✓ Onsite or Cloud-Based Deployment
✓ View Packet Documents
✓ Submit Early Voting
✓ Collaboration Via Simple, Intranet-Like Tools
✓ Onscreen Content Editor (for non-technical people)
✓ Policy Management
✓ Calendars
✓ Walls/Corkboards
 
Read what our clients have to say.
 
And then view the demo.
 
 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors and
examiners by tracking those
policy acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.