Top Board Portal Software

Top Board Portals Comparison

At Board-room.org, we offer detailed electronic board portal comparisons based on regular market assessments by our internal research and QA teams.

We consider the competitive landscape, technology advancements, customer needs, pricing policies, and regulatory conditions while ranking each board software provider.

Board-room.org creates the top online board portal rankings based on systematic reviews and tests of the following criteria:

• Business conditions. Market position, operating history, and online reputation
• Software features. Security features, ease of use, and capabilities for board meetings
• Customer service. Customer service quality, onboarding help, and technical support
• User satisfaction. Use cases, tone, quantity, frequency over time, and other parameters of online reviews
• Pricing data. Quality-price ratios of pricing plans and free trial specifics

We regularly update our board software rankings to represent the latest changes in board portal features, market conditions, competitive landscape, and board processes, and other parameters.

Board portal software vendors in Leaders Matrix

Board-room.org developed a Leaders Matrix, a commonly used tool for visualizing product and service evaluations. Board-room.org’s grid displays board portals on the four quadrants based on corporate governance processes efficiency.

Board-room.org regularly updates its board software Leaders Matrix based on our systematic board portal reviews and assessments.

Board portals comparison by ratings

	G2	Capterra	GetApp	Software Advice	Board-room.org
	4.8	5.0	5.0	5.0	5.0
	4.8	4.8	4.8	4.53	4.8
	4.5	4.7	4.7	4.74	4.7
	4.6	4.6	4.6	4.53	4.6
	5.0	4.5	4.5	4.53	4.5
	4.2	4.4	-	4.38	4.3
	4.4	4.7	4.7	4.71	4.2
	4.6	4.6	4.6	4.64	4.0
	4.8	4.8	4.8	4.77	4.0

Board portal vendors comparison by customer service

Comparison by board portal features

Board-room.org has created dozens of board software reviews and analyzed over 90% of  existing board portals on the market. Our research findings show that board administrators and regular users find these board packet software features the most valuable for board meeting processes:

1. Agenda builder (38% average rating)
2. Voting management (80% average rating)
3. Board document management (95% average rating)
4. Access controls/Permissions (100% average rating)
5. Minutes management (85% average rating)
6. Calendar management (80% average rating)
7. Document Library (76% average rating)
8. Attendee management (61%% average rating)
9. Collaboration software (95%% average rating)
10. Electronic signature (90% average rating)

Board-room.org calculates the average rating from 0% to 100% of board software features for each provider.

We also rank better governance board portals by the software features. Since feature quality varies in board portals, board provider rankings for these features also vary. 

You can check our secure board software rankings for the top five board software features below.

Rating of board meeting software with free trial

Other Board Portal Choice Criteria

Board portal is a universal collaboration tool that can offer enhanced convenience to both the board of directors and employees – if you manage to choose it properly. Below are the three criteria that should be taken into account when making your choice of a board portal solution:

1. Deployment options of board portal software

2. ROI to board software features correlation

Board portal pricing often serves as an obstacle to a board digitization decision. That’s why the directors must understand how board management software can optimize the overall organization and operation and reduce costs.

A set of board collaboration tools helps board members and administrators use their valuable time more effectively. At the same time, the physical board materials get replaced with their digital counterparts, eliminating an entire section of traditional meeting-related spendings.

Another key factor to consider is how board portal vendors form the final cost based on the particular features and services. Every board requires a distinct set of board portal instruments, and it makes sense to only pay for the necessary ones.

Board portal feature comparisons can help your executive leadership team outline which tools are worth the investment depending on how much value they introduce to the particular board of directors.

Board portals pricing comparison

Board management software provider	Main features	Pricing model	Starting price
1. iDeals Board	Workflow optimization Meeting Agenda Boardbook Docs & communication Secure Client Portals Dashboard Calendar Management	Not indicated	Not provided by a vendor Request Pricing
2. Ideagen	Controlled external collaboration Automatic activity tracking Custom branded client portals	Per user	$7 View Profile
3. DocSend	Video Analytics Dynamic Watermarking Secure Client Portals	Per user	Personal – $10 per user/per month Standart – $45 per user/per month Advanced – $150 per month Enterprise View Profile
4. iBabs	Digital Signature Video Conferencing Microsoft 365 intergation	Per user	£12 One time training fee of £995 View Profile
5. Boardable	Meeting preparation Meeting center Document templates	Per user Subscription Per feature	Essential – $17.99 Professional – $26.99 Enterprise – custom View Profile
6. Directorpoint	Managing RSVPs Private discussions Activity and engagement reports	Flat rate	Standart – $30 Public Corporations – $45 Nonprofit Charities – $15 View Profile
7. Board Intelligence	Document templates Customizable branding Encryption of sensitive data	Subscription	$30/ per month View Profile
8. BoardPaq	Agenda builder Reporting tools Document management	Per board Subscription	$39 View Profile
9. Boardmanagement	Calendar management Scheduling Document Management	Flat rate	Advisory – $49 Small – $99 Medium – $199 View Profile
10. Boardspace	Agenda editor Dynamic minutes builder E-sign minutes	Flat rate	For nonprofits & charities – $89/month with no committees For condos & HOAs – $69/month with less than 75 units View Profile
11. Azeus Convene	Video integrations Multi-platform access Collaboration	Per user Subscription	$400 /per year View Profile
12. OnBoard	Agenda builder D&O Questionnaires Board Assessment	Per user	$240/per year View Profile
13. BoardPro	Meeting Schedule Governance Repository Board Pack Annotations	Per board	Commercial – $1500/month Nonprofit – $1200/month School – $1200/month Getting Started – $1600/month *there are discounts on annual payments View Profile
14. Govenda	Activity dashboard Document templates Permissions control	Flat Rate Subscription	$15000/ per year View Profile
15. Board Papers	Access controls/Permissions Approval process management Calendar Management	Flat Rate Subscription	$3000/ per year View Profile
16. BoardDocs	Attendee management Boardbook builder Document management	Subscription Per user	$0.01 View Profile

*prices taken from official websites and public data of Capterra

Well-selected board portal software allows board directors and other executives to enhance their board meetings organization process and improve governance. Take a close look at the board management software pricing mechanics to easily navigate the market and find the right technology for your company.

3. Reasonable security level of the board management software

Security is essential to board portal selection. But the required security level of any board meeting management software directly corresponds with the type of organization’s activity. For many boards, basic data safety features are highly sufficient. These include:

• Multi-factor authentication
• In-transfer and in-storage data encryption
• Manageable user access levels
• Document watermarking, and others

Other boards require more advanced solutions for handling highly sensitive documents such as medical patient information or employee data, for example. In such cases, board of directors portal software has to offer certified physical storage facilities, sophisticated disaster recovery, and customer-managed encryption.

To correctly evaluate the technical security requirements for the board of directors management software, it is vital to account for two factors:

• The overall level of document confidentiality across the portal
• The expected amount of user control

Board management software use cases

Many manufacturers make the global market for board portal software highly fragmented. There are big and small providers that work with large enterprises (LEs) or small- and medium-sized enterprises (SMEs). That’s why today there are board portal use cases for any industry and company of any size.

Board-room.org research findings show that the majority (64.9%) of board meeting software apps fit various industries, including commercial, financial, healthcare, and others. The rest offer industry-specific services.

Board-room.org’s latest analysis of the 22 best board management software providers of 2023 comprised over 760 reviews from different organizations, including the following:

1. Commercial 
2. Financial
3. Healthcare
4. Nonprofit
5. Government

Board meeting software for commercial organizations

Public and private companies use board portals to have these obvious benefits: the ability to run online board meetings seamlessly regardless of where team members are located. For the past decade, board meeting management tools have been, for the most part, utilized by global brands, but today a wider range of SMEs choose employees by their skill set rather than their geographical location.

68% of the top board portal solutions have clients among commercial businesses, such as consumer goods, retail, utilities, and others. 

• iDeals Board portal provider received the highest rating (5 stars and 9.9 likelihood to recommend).
• Huddle received the lowest rating (4.4 stars and 8.2 likelihood to recommend).

The top 5 providers for commercial organizations are the following.

Read more about our TOP-3 board of directors meeting software:

G2

4.8

Capterra

5.0

GetApp

5.0

Software Advice

5.0

→ iDeals Board

G2

4.7

Capterra

4.7

GetApp

4.7

Software Advice

4.69

→ OnBoard

G2

4.8

Capterra

4.8

GetApp

4.8

Software Advice

4.53

→ BoardPro

Board management software for financial institutions

Financial organizations use paperless meeting software because of its security and convenient sharing of documents. Financial leadership teams use board meeting agenda software to automate meeting scheduling, facilitate remote and hybrid meetings, and ensure secure access to documents.

According to Board-room.org’s findings, 56% of the top board portals have clients among financial organizations.

• iDeals received the highest rating (5 stars and 9.9 likelihood to recommend).
• BoardPaq received the lowest rating (4 stars and 4.72 likelihood to recommend).

The top 5 board software providers for financial organizations are the following.

Read more about TOP-3 providers for financial organizations:

G2

4.8

Capterra

5.0

GetApp

5.0

Software Advice

5.0

→ iDeals Board

G2

4.8

Capterra

4.8

GetApp

4.8

Software Advice

4.53

→ BoardPro

G2

4.5

Capterra

4.7

GetApp

4.7

Software Advice

4.74

→ Diligent

Board software for healthcare organizations

Healthcare organizations use board portals to collect, organize, and prioritize data. Today’s healthcare organizations need to leverage data governance so that it gives them the information they need to provide quality healthcare in ways that are efficient, safe, and cost-effective.

Board-room.org found that 43% of the top board portals serve healthcare organizations. 

• iDeals received the highest rating (4.9 stars and 9.4 likelihood to recommend).
• Boardable received the lowest rating (4.2 stars and 8.2 likelihood to recommend).

The top 5 board portals for healthcare organizations are the following.

Learn more about our TOP-3 board management tools for healthcare:

G2

4.8

Capterra

5.0

GetApp

5.0

Software Advice

5.0

→ iDeals Board

G2

4.8

Capterra

4.8

GetApp

4.8

Software Advice

4.53

→ BoardPro

G2

4.7

Capterra

4.7

GetApp

4.7

Software Advice

4.69

→ OnBoard

Board portals for nonprofits

Nonprofits mostly employ tools to manage meetings to improve the distribution of meeting papers, saving staff time and cutting expenses for printing meeting materials. Here are some of the nonprofit organizations that use board portals daily:

• The Wolfson Foundation
• World Habitat
• Commonweal Housing

Board-room.org found that 81% of the top board portals serve non-profit organizations.

• iDeals received the highest rating (5 stars and 9.5 likelihood to recommend).
• Boardvantage received the lowest rating (4.4 stars and 7.8 likelihood to recommend).

The top 5 providers for nonprofit organizations are the following.

View profile of TOP-3 providers for nonprofits:

G2

4.8

Capterra

5.0

GetApp

5.0

Software Advice

5.0

→ iDeals Board

G2

4.5

Capterra

4.7

GetApp

4.7

Software Advice

4.74

→ Diligent

G2

4.7

Capterra

4.7

GetApp

4.7

Software Advice

4.69

→ OnBoard

Board portals for government

Government entities use board portals to exchange board books faster, increase accountability of governors, plan committee meetings, and enable secure digital communication. These solutions help manage the full board meeting life cycle for governing bodies.

Governments lag behind digitalization as they are the rarest clients among board portals. Only 37% of the top board management solutions have clients among government entities.

• iDeals received the highest rating (4.9 stars and 9.8 likelihood to recommend).
• Govenda received the lowest rating (4.5 stars and 8.5 likelihood to recommend.)

The 5 best board portal software providers for government organizations are the following.

Our TOP-3 software for the board of directors for government:

G2

4.8

Capterra

5.0

GetApp

5.0

Software Advice

5.0

→ iDeals Board

G2

4.7

Capterra

4.7

GetApp

4.7

Software Advice

4.69

→ OnBoard

G2

4.8

Capterra

4.8

GetApp

4.8

Software Advice

4.53

→ BoardPro

Who uses board portals the most?

Board portals are the most popular among nonprofit organizations (81% of board portals) and commercial (68% of board portals). Government agencies are the rarest board software users (37% of board portals).

So, How to Select Board Management Software?

When selecting a board management software vendor, you should pay attention to whether the offered features comply with your company’s requirements. This is important for businesses of any size, from any country or industry. There are six steps to follow when you select a board management software:

1. Define your business needs. Who will be using the board portal? How often will the company be using the board portal? Which processes will the software cover?
2. Identify must-have features for the board meeting management software your business will use often: live voting, document sharing, meeting minutes, etc. 
3. Set a budget range your company is ready to invest in a board portal.
4. Define a list of the best board portals that meet points 1-3 above.
5. Shorten the list to the top 10 providers and collect additional data on them such as board portal reviews on forums, social media, and other platforms. Make a board of directors software comparison by customer feedback.
6. Select the top three board portals, talk to their reps, and sign-up for a free trial to find out which one suits your needs better than others.

Therefore, take your time, make lists, look for the first-hand experience and measure the efficiency of the chosen solution every step of the way. It is essential for large businesses as they need to train many employees, which means dozens of wasted working hours in case of a failure. 

How to use board governance software for online board meetings?

Main advantages of using the board of directors software

The main advantage of the board of directors software for board meetings is that it structures virtual board meetings.

Here is a shortlist of the benefits that the virtual boardroom provides:

1. Smooth communication and ease of use. With a board portal, any board of directors can effectively collaborate in strategic management and tactical planning.
2. Enhanced document storage security. Another advantage of the board of directors portal is data security. All online board meetings are protected by advanced encryption protocols that make it impossible for third parties to access events or documents.
3. User management and controls. Modern board portals allow directors and committee members to manage various meeting rooms along with document folders and directories; share granular access to them for chosen users or in bulk.
4. Access to the right tools. The right board portal allows for easy management of agendas, notes, documents, discussions, polls, and board meeting minutes. 
5. Goal setting and control. The task setting tool can set reminders to better organize the process.

How to simplify board meeting management within a board portal?

A virtual board portal improves your board and team meetings experience at every stage — from preparation to the actual conduct of the meeting, decision-making, implementation of resolutions, and task management. 

So let’s see how board meeting software helps improve your board meetings at every stage:

Board meeting software saves time, eliminates the need to integrate many different media tools into your workflow, and allows the team to focus on what really matters.

How to manage documents in the virtual boardroom

Virtual boardroom allows individuals, teams, and enterprises to easily collaborate with one or volumes of documents: 

• exchange documents in enterprises quickly and securely
• provide online and offline access to directors and stakeholders from any location
• distribute materials among meeting attendees and update them when needed
• facilitate communication between managers and directors
• correct mistakes: no need to waste another sheet of paper
• save time and cost on paper
• let your assistant focus on your needs and the needs of attendees, instead of paperwork

The board portal market enumerates over 90 software vendors. Therefore, many users may need help choosing a product matching their needs. 

At Board-room.org, you can leverage the combined experience of our team and choose the board portal suitable for your budget and business needs. Compare prices, meeting agenda tools, security features, usability levels, and other aspects of board portals.

FAQ