Top Tools at a Glance
Best for Enterprise-grade governance and secure board operations | User Review "Efficient, Feature-Rich with Minor Hurdles" ![]() CD Carrie D.
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Best for Nonprofit and association board coordination | User Review "Centralized Board Workflows That Boost Transparency and Efficiency" ![]() GD Gianni D. Mid-Market (51-1000 emp.) | ||
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Best for Streamlined digital board meetings | User Review "AMAZING !!" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Compliance-focused board governance | User Review "Saves Me Hours: Auto-Updating Board Booklets and a Smooth Agenda Editor" A Verified User Enterprise (> 1000 emp.) | ||
Best for Mobile-friendly board meetings and remote governance | User Review "Effortless Virtual Board Meetings with Smart AI Note Tracking" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Insight-ready board reporting and decision frameworks | User Review "Streamlined Board Meetings, Needs Integration Improvements" CS Carina S.
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Best for Accessible board coordination | User Review "Our board meetings and communication are finally organized better" AJ Andre J. Small-Business (50 or fewer emp.) | ||
Best for Secure mobile governance with offline access | User Review "Boosted Board Paper Efficiency with Strong Document Control and Versioning" A Verified User Mid-Market (51-1000 emp.) | ||
Best for Efficient meeting management for smaller boards | User Review "Boardpro : Streaming board meetings and Governance" U Verified User Small-Business (50 or fewer emp.) | ||
Best for Modern, narrative-driven board packs | User Review "Revolutionized Our Board Presentations with Interactivity and Insight" DH David H. Mid-Market (51-1000 emp.) | ||
Enterprise-grade governance and secure board operations
Nonprofit and association board coordination
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Compliance-focused board governance
Insight-ready board reporting and decision frameworks
Buyer's Guide: Board Management
Read Buyer Guide in Detail
All Board Management Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Diligent Boards, praising its intuitive design and efficient document management.
Users value the streamlined board management of Diligent Boards, appreciating its security and accessibility for all users.
Users praise the ease of use and secure document management of Diligent Boards, enhancing board preparation and organization.
Users note a lack of features, especially in search, integration capabilities, and editing options in Diligent Boards.
Users find it difficult to track new uploads and face issues with document replacement features in Diligent Boards.
Users experience navigation difficulties with Diligent Boards, often finding features hard to locate and slowing down their workflow.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the ease of use of BoardEffect, facilitating smooth navigation and efficient board packet preparation.
Users appreciate the ease of document management in BoardEffect, enhancing organization and confidentiality of board activities.
Users appreciate the excellent and responsive customer support of BoardEffect, making their experience much smoother.
Users find the limited functionality of BoardEffect restrictive, particularly with forms and administrative settings.
Users report performance issues with BoardEffect, particularly when managing documents and navigating voting features.
Users find BoardEffect not intuitive, facing challenges in usability and resulting in frustrations during onboarding and usage.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the ease of use of OnBoard, greatly simplifying board management and enhancing overall efficiency.
Users value the responsive customer support of OnBoard, ensuring quick assistance for any administrative questions.
Users appreciate the reliable and consistent experience provided by OnBoard, enhancing meeting organization and document management.
Users find the lack of key RSVP features disappointing, complicating meeting management and productivity for admins.
Users find the limited functionality of OnBoard frustrating, particularly regarding updates and document formatting options.
Users experience inefficiencies with RSVP management in OnBoard, hindering ease of tracking attendance for events.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Nasdaq Boardvantage, praising its intuitive interface and supportive customer service.
Users value the excellent customer support with friendly and helpful representatives guiding them through the platform.
Users praise the seamless management and quick implementation of Boardvantage, enhancing board effectiveness and efficiency.
Users experience slow performance and attachment limitations with Nasdaq Boardvantage, impacting their document handling efficiency.
Users express concerns about the lack of features, particularly regarding user access and document execution challenges.
Users express frustration over missing information, leading to reliance on IT for basic tasks within Nasdaq Boardvantage.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of Convene, facilitating quick and effective board meeting management across various platforms.
Users love the ease of use and robust features of Convene, making board meetings highly efficient and satisfying.
Users appreciate the ease of use in meeting management with Convene, enhancing efficiency and engagement during meetings.
Users find Convene to be quite expensive, making it less accessible for smaller organizations and startups.
Users experience connectivity issues that disrupt long-term connections and affect the quality of meetings.
Users face integration issues with Convene, resulting in delays and gaps in adopting essential technology for cohesive workflows.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the exceptional customer support of Board Intelligence, valuing their knowledge and availability for assistance.
Users praise the ease of use of Board Intelligence, simplifying processes and enhancing productivity for board activities.
Users value the effortless document management of Board Intelligence, enhancing efficiency and communication in meetings.
Users find limited formatting options challenging, impacting navigation and cross-referencing within the Board Intelligence platform.
Users struggle with limited agenda management, as customization options and item organization pose significant challenges.
Users find the limited functionality of Board Intelligence restricts flexibility and can be unintuitive for newcomers.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Boardable, enjoying streamlined scheduling and centralized board activities.
Users value the exceptional organizational system of Boardable, enhancing their meeting management and decision-making efficiency.
Users value the efficient document management of Boardable, simplifying storage and sharing for seamless board meetings.
Users find Boardable's document management features lacking, leading to workflow disruptions and inefficient collaboration.
Users express frustration over the lack of customization in Boardable, hindering flexibility and efficiency in their workflow.
Users find the lack of a smooth mobile app frustrating, making it difficult to work efficiently on-the-go.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the user-friendly interface of BoardPAC, enabling seamless navigation and enhancing overall productivity.
Users value the exceptional customer support from BoardPAC, enhancing their experience and ensuring quick issue resolution.
Users find BoardPAC to be convenient and user-friendly, making it easier to manage board papers effortlessly.
Users find the limited functionality of BoardPAC frustrating, especially due to missing e-signature and transcription features.
Users experience slow performance, especially when syncing papers, leading to frustrating delays and login issues.
Users face upload issues with BoardPAC, complicating agenda creation and document management significantly.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the ease of use of BoardPro, appreciating its intuitive interface and efficient tools for productivity.
Users value the centralized agenda management of BoardPro, enhancing organization and efficiency for meetings and collaborations.
Users appreciate the effortless meeting management of BoardPro, fostering organization and efficiency throughout the meeting process.
Users find the document packs underutilized and struggle with navigation and numbering issues during meetings.
Users find the limited functionality of BoardPro hampers customization and workflow efficiency across various tasks.
Users experience integration issues with BoardPro, finding limited connectivity with third-party applications frustrating for their workflow.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Zeck to be very easy to use and navigate, enhancing efficiency in managing board and committee meetings.
Users commend Zeck's unparalleled customer support, praising its responsiveness and effectiveness in resolving issues swiftly.
Users appreciate the user-friendly board management of Zeck, praising its ease of navigation and excellent customer service.
Users face a steep learning curve with Zeck's advanced features, needing extra training for effective use.
Users struggle with engagement from Board members, as they often avoid using comment features.
Users desire more formatting options, including nested numbering and varied font colors, to enhance their experience.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the secure environment of iBabs, facilitating organized meetings and protecting sensitive information.
Users appreciate the secure and centralized access of iBabs, simplifying document management for meetings and collaboration.
Users find iBabs incredibly easy to use, streamlining meeting preparation and collaboration with its intuitive interface.
Users report integration issues with iBabs, impacting workflow efficiency and complicating the user experience.
Users face a steep learning curve with iBabs, particularly in navigating advanced features and initial onboarding.
Users desire more customization options in iBabs for personalized views and notifications to enhance their experience.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Decisions AI, benefiting from its streamlined organization of meetings and tasks.
Users value the easy agenda creation and automatic updates provided by Decisions AI, enhancing meeting productivity.
Users value the easy agenda development and AI-generated meeting summaries that enhance collaboration and save time.
Users experience syncing delays and a steep learning curve, complicating the meeting management process in Decisions AI.
Users find a significant learning curve when setting up Decisions AI, affecting the initial onboarding experience.
Users express concerns about AI inaccuracy, citing poor quality in meeting minutes and excessive editing needed for summaries.
This description is provided by the seller.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Stellar Board, finding it simple and efficient for their document needs.
Users value the time-saving capabilities of Stellar Board, enhancing efficiency and streamlining board management processes.
Users commend the responsive customer support of Stellar Board, ensuring timely assistance whenever needed.
Users experience slow performance with Stellar Board, particularly in document recognition and processing times.
Users find the platform's complexity challenging to navigate, particularly for those who are new to it.
Users experience connectivity issues as Stellar's offline capabilities need enhancement for better coverage outside service areas.
Why You Can Trust G2's Software Rankings
Learn More About Board Management Software
What is Board Management Software?
Board management tools, also called board portals, are used to organize board meetings and crowdsource executive opinions and ideas on financial, directional, and product decisions within a company. Tools with survey features make it simple to gather various types of feedback without the pressure of delivering it in front of a crowd or within the timeline of the meetings. These surveys can help gather thoughts on how a meeting was run, gauge unanimity on decisions that were made, and allow employees an outlet where their input will be heard.
Board management tools simplify aspects of managerial meetings, the planning of which requires communication. Some tools will integrate with a team’s calendar, email, and contact settings to make this planning process easier. The solution can ensure those required at a meeting receive email notifications about possible meeting times and automatically send out calendar events reflecting the final decision.
Key Benefits of Board Management Software
- Spend less time working around schedules by integrating work calendars
- Conduct better-organized meetings
- Notify users of document, meeting, or agenda changes
- Send users summaries and other meeting notes
- Search through content to locate former agendas, documents, comments, etc.
Why Use Board Management Software?
Company leadership can make or break a company. One of the most straightforward methods to achieve strong company leadership is to guarantee that the top of a company is efficient with their time and has relevant materials exactly when they need them, including content like briefings and internal data.
Centralized Information Hub — Searching for documents across disparate content management systems is frustrating for anyone. The cost of the time spent looking for shareable documents is much higher in the context of executive board meetings. Board management software offers a singular, integrated portal where directors can find all the materials they need.
Meeting Management — Meetings without direction waste valuable time and energy. Executives don’t have time to spare, so ensuring that meetings are efficient and informative is imperative to the success of an organization or company. Board management tools provide features available before, during, and after meetings that keep everyone on track and on topic. This can include features such as meeting agendas, note-taking, and document viewers and editors that can be accessed from one board portal.
Remote Collaboration — Board members cannot always be in the same place at the same time and are sometimes dispersed into locations that do not have quality internet connections. For this reason, a team of executives might prefer a board management tool that allows users to view documents, agendas, notes, and more offline. In this way, a CEO who cannot physically attend a meeting could still look at the meeting’s agenda on their tablet on an airplane.
Preparedness — Many board management tools allot storage space for the various documents and board materials that teams require in meetings. These meeting documents can be uploaded prior to meetings so team members are able to consult them in advance to prepare questions or comments. Many tools also offer version control for these files and documents so there’s no confusion as to the most recently updated version.
Which is the Best Software for Managing Board Documents Efficiently?
- Boardable: Provides a clean, easy-to-navigate platform for organizing board materials, scheduling meetings, and securely sharing documents—ideal for small teams needing streamlined board collaboration.
- Govenda: Offers centralized document management, real-time board book updates, and secure access controls, helping small businesses keep board operations organized and compliant.
- Nasdaq Boardvantage: Delivers secure board document sharing, annotations, and meeting prep tools with a focus on governance and efficiency, well-suited for small businesses with high accountability needs.
Who Uses Board Management Software?
As the name implies, board management tools are intended for executive boards. However, any high-level group within an organization can find use in board management tools since their base features have broad applicability to any meeting setting. This can include middle management within a company, such as managers or coordinators who meet with one another often. However, the base functions of the software will look the same regardless of what level of management is handling it.
Some board management software is intended specifically or has functions tailored for specific types of executive boards, most notably those for nonprofit organizations. Extra features could provide lists of donors and integrate with other types of nonprofit software. Board meetings will look different across disciplines, and board management software can offer specialized features based on use case. It’s crucial for a board to ensure that board portal software provide all the discipline-specific features they require if they want an effective solution.
Board Management Software Features
Document Storage and Sharing — Documents can be shared and stored within most board management portals. These documents can be pulled from an outside content management system or uploaded and stored in the portal itself. Documentation can then be viewed by board members in the portal or attached to agendas and meeting notes later.
Meeting Agenda — One of the staple features of board management software is meeting agenda creation. An agenda can be set and viewed by board members before the meeting takes place, which can help them stay on track. Documents related to meeting talking points can also be attached to an agenda for easy access.
Meeting Notes — It can be inconvenient to move to a separate application to take notes during a meeting, so many board management tools provide note-taking capability. Notes can either be private or shared with other members in the portal. Some board management tools will even automate the note-taking process and send meeting minutes to members once a meeting has ended.
Surveys — Surveys are an excellent tool to streamline decision-making during a meeting, and board management solutions will sometimes provide a survey function within their offering. Survey results can be attached to a meeting’s minutes or stored elsewhere in the portal to be referred to later.
Additional Board Management Features
Comments and Annotations — Users can record notes publicly or privately throughout the meeting to be shared with team members or attached to documents. These notes help users remember details of the meeting and can be used later for reference. These features are helpful for team members who like to have a record of their individual perception of meeting details.
Offline Availability — For board teams that are frequently able to gather in full, offline capabilities might not matter as much. For those that are often operating from separate corners of the globe, this feature could help keep members in the loop.
Integrations — Some board management solutions won’t offer some of the features listed here and instead integrate with outside software to provide them. This can actually be beneficial in the case of calendars or content management systems, since most businesses already have these in place.
Which Board Software Has the Best Features for Executives?
- Diligent Boards: Comprehensive governance platform with secure communication, real-time document sharing, and analytics for enterprise-level boards.
- OnBoard: Intuitive and user-friendly with agenda building, secure messaging, and AI-powered insights, ideal for executive collaboration.
- BoardEffect: Designed for nonprofits and healthcare, offering scheduling, document management, and performance tracking in a simple interface.
- Convene: Secure platform featuring real-time annotations, voting, and video conferencing, perfect for sensitive board discussions.
- BoardPro: Affordable and easy-to-use board management for small to mid-sized organizations, with scheduling, minutes, and action tracking.
















