Top Tools at a Glance
Best for Enterprise-grade governance and secure board operations | User Review "Effortless Board Book Creation with an Intuitive Interface" BA Brooke A. Enterprise (> 1000 emp.) | ||
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 "User-Friendly Platform with Outstanding Support" ![]() MO Mitzi O. Mid-Market (51-1000 emp.) | ||
Best for Compliance-focused board governance | User Review "User-Friendly and Easy to Use" KB Katie B. Enterprise (> 1000 emp.) | ||
Best for Mobile-friendly board meetings and remote governance | User Review "The most reliable program to manage all board activities to achieve faster, well-informed decisions" RB Rachel B. Mid-Market (51-1000 emp.) | ||
Best for Insight-ready board reporting and decision frameworks | User Review "Superb Tool for Secure, Effortless Board Paper Management" JR James R. Enterprise (> 1000 emp.) | ||
Best for Accessible board coordination | User Review "Enhances Accountability and Streamlines Board Activities" HR Hannah R. Small-Business (50 or fewer emp.) | ||
Best for Secure mobile governance with offline access | User Review "Beginner-Friendly and Smooth—Board Pac Makes Meetings Effortless" RR Ruhani R. 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 find Diligent Boards very user-friendly, enhancing efficiency and accessibility for board preparation and management.
Users value the secure and accessible board management features of Diligent Boards, enhancing productivity and organization.
Users value the secure and accessible document management in Diligent Boards, enhancing efficiency and organization for board preparation.
Users are frustrated with the lack of features in Diligent Boards that hinder administrative efficiency and usability.
Users are frustrated by document management issues, including difficulties with font size, file recovery, and watermark handling.
Users find the navigation difficult, especially when switching between different boards as administrators.
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 ease of use of BoardEffect, streamlining document management and meeting preparations effortlessly.
Users appreciate the user-friendly document management of BoardEffect, making it easy to create and access meeting materials.
Users commend the exceptional customer support of BoardEffect, appreciating the quick response and seamless assistance provided.
Users find BoardEffect's limited functionality frustrating, especially regarding complex forms and restrictions on licenses.
Users experience unnecessary complications with document management, including formatting issues and difficulties locating files.
Users find BoardEffect not intuitive for some tasks, requiring extra training for effective usage and onboarding.
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 user-friendly interface of OnBoard, making management tasks simple and efficient for everyone.
Users highlight the extremely helpful customer support and quick assistance from the success manager when needed.
Users commend OnBoard for its reliable and consistent experience, enhancing preparation and accessibility for board meetings.
Users find the agenda management confusing, especially with RSVP limitations and calendar invite complications impacting efficiency.
Users find the limited functionality frustrating, as it restricts updates and document formatting options.
Users find the customization limitations of OnBoard Board Management Software frustrating, affecting usability and efficiency during meetings.
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 Nasdaq Boardvantage, enhancing meeting organization and participant management seamlessly.
Users praise the excellent customer support of Nasdaq Boardvantage, making their experience smooth and efficient.
Users appreciate the user-friendly board management features of Nasdaq Boardvantage, enhancing meeting efficiency and support.
Users experience slow document operations with Nasdaq Boardvantage, impacting productivity and usability for managing files.
Users feel a lack of features hampers functionality and complicates access rights management for board meetings.
Users are frustrated by the missing information feature, requiring IT assistance for essential tasks like adding board members.
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 Azeus Convene, which simplifies managing and accessing board meetings effortlessly.
Users love the efficiency of Convene for meeting management, making board meetings seamless and engaging through various features.
Users appreciate the secure application and user-friendly interface of Azeus Convene for seamless board meeting experiences.
Users note that Convene can be expensive, making it less accessible for smaller organizations or startups.
Users face connectivity issues that detract from the quality and productivity of board meetings.
Users face integration issues with Convene, experiencing delays and gaps in connecting with other essential 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 commend the exceptional customer support of Board Intelligence, noting its approachability and extensive knowledge.
Users praise the ease of use of Board Intelligence, finding it simple and efficient for their needs.
Users love the ease of document access and management with Board Intelligence, enhancing efficiency and communication in meetings.
Users find the limited formatting options hinder clear visibility and navigation in Board Intelligence.
Users note limited customization options for agenda templates, making management less flexible than desired.
Users find that Board Intelligence has limited functionality, particularly with word processing options and rigid templates.
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 Boardable, appreciating its intuitive interface for managing board activities efficiently.
Users appreciate the streamlined meeting management features of Boardable, enhancing productivity and collaboration effectively.
Users value the document management functionality of Boardable for simplifying storage and sharing of important documents.
Users find the document management features lacking, especially in editing and search functionality during meetings.
Users find the lack of customization in Boardable limiting, hindering efficiency and complicating their workflow.
Users find the lack of a smooth mobile app frustrating, hindering productivity for on-the-go meeting attendance.
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 BoardPAC, making navigation simple for everyone, even the less tech-savvy.
Users value the helpful customer support from BoardPAC, ensuring effective resolution of issues and enhancing user experience.
Users praise BoardPAC for its user-friendly interface, making navigation and uploading board papers convenient.
Users find the limited functionality of BoardPAC frustrating due to slow performance and absence of key features.
Users experience slow performance with BoardPAC, especially when syncing numerous meetings and accessing documents.
Users face upload issues with BoardPAC, struggling with document formats and limited functionalities for meetings.
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 BoardPro, streamlining tasks like agenda creation and record keeping effortlessly.
Users find the agenda management features of BoardPro invaluable for efficient meetings and streamlined communications.
Users value the user-friendly interface of BoardPro, appreciating its efficiency and easy navigation for meeting management.
Users note a lack of backup system and issues with numbering actions, impacting workflow and document management.
Users note the limited functionality of BoardPro, finding it challenging to manage workflows and access documents effectively.
Users face integration issues with BoardPro, limiting workflows and compatibility with third-party applications.
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's ease of use invaluable, streamlining navigation and enhancing efficiency for both stakeholders and employees.
Users commend the fast and reliable customer support of Zeck, enhancing their overall experience significantly.
Users appreciate the user-friendly board management features of Zeck, enhancing collaboration and streamlining operations effectively.
Users find the learning curve challenging, particularly for beginners or those unfamiliar with advanced features.
Users desire more formatting options for better engagement with Board members, as current features are limited.
Users desire more formatting options in Zeck, such as nested bullet points and varied font colors.
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 value the strong security measures of iBabs, ensuring peace of mind when managing confidential information.
Users love the centralized access of iBabs, making documents easy to manage and access securely anytime, anywhere.
Users value the ease of use of iBabs, enjoying streamlined meetings and effortless organization of materials.
Users find integration issues with iBabs, highlighting a need for better compatibility with various tools and systems.
Users experience a steep learning curve with iBabs, particularly while onboarding and navigating advanced features.
Users report limited functionality with iBabs due to hidden features and occasional syncing delays affecting 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 find Decisions AI's ease of use crucial for managing workflows and enhancing decision-making efficiency.
Users value the efficient agenda management in Decisions AI, streamlining meetings and enhancing organization effortlessly.
Users enjoy the efficient agenda setting and AI-generated summaries that enhance meeting organization and collaboration.
Users find it challenging to navigate meeting management, citing difficulties in setup and content reload speeds.
Users find the learning curve for setup challenging, particularly with recurring agendas and integrations with Teams.
Users are frustrated with the AI inaccuracy, requiring excessive editing for meeting summaries and minutes.
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 find Stellar Board incredibly easy to use, with seamless document conversion and excellent support enhancing their experience.
Users enjoy the time-saving features of Stellar Board, streamlining board management and enhancing meeting efficiency.
Users commend the excellent customer support from Stellar Board, making the implementation process smooth and efficient.
Users find the slow performance of Stellar Board frustrating, especially with document recognition and processing delays.
Users find the platform's complexity challenging to navigate, particularly for those who are new to it.
Users face connectivity issues with Stellar Board, particularly when outside of coverage areas, limiting its usability.
This description is provided by the seller.
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.















