Aprio Board Portal Features
Meeting Management (7)
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Scheduling
Automates the process of scheduling meetings.
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Agenda builder
Enables users to create itemized agendas for meetings.
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Meeting Minutes
Allows users to record the meeting minutes within the application.
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Document Management
Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.
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Voting
Provides built-in voting functionality to streamline decision-making and approvals.
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Polls and Questionnaires
Gives users the ability to send polls, surveys, or questionnaires to board members.
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Task Manager
Includes the ability to create and assign tasks to board members or committees.
Board Tools (13)
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E-Signatures
Enables board members to view and electronically sign documents.
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Permissioning
Restrict access to confidential files or folders.
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Annotations and Notes
Allows board members to share notes or annotations with others.
Video Conferencing Integration
Integrates video conferencing into the meeting workflow.
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Meeting Archives
Maintains an archive of meeting materials.
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Single Sign On (SSO)
Provides a single sign on functionality for users and works with different authentication applications.
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Skills Tracking
Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.
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Board Assessments
Allows for the creation and administration of board assessments.
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Roles & Terms
Provides real-time insights into board members’ roles and term statuses.
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D&O Questionnaires
Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.
Storage & File Sharing Integration
Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox
Email Integration
Integrates with popular email software, such as Microsoft Outlook or Google Workspace
E-Signature Integration
Integrates with e-signature software such as Docusign or Adobe Acrobat
Generative AI - Board Management (1)
AI Text Summarization
Allows users to generate text based on a text prompt.
Agentic AI - Board Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
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