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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![]() Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. Easy Board | Product Description This description is provided by the seller. Easy Board is the #1 Easy to Use board management software solution designed to help your entire board and committees streamline organization and boost engagement. This platform is specifically... | Book a Demo | |
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 "Manage Governance" ![]() PD Prajjwal D. Small-Business (50 or fewer emp.) | ||
Best for Mobile-friendly board meetings and remote governance | User Review "Enthusiastic,famazinglous,smartitude and pimpdizzle Board Management software." ![]() KS Kayla S. Enterprise (> 1000 emp.) | ||
Best for Insight-ready board reporting and decision frameworks | User Review "Streamlined Meeting Management with Minor UI Improvements Needed" CN Colin n.
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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 "Outstanding Security and Effortless Usability" A Verified User Small-Business (50 or fewer emp.) | ||
Best for Efficient meeting management for smaller boards | User Review "Simplified Board Meetings, Needs More App Functionality" ![]() MY M. EMON Y. Small-Business (50 or fewer emp.) | ||
Best for Modern, narrative-driven board packs | User Review "Zeck is amazing I really love it :)" ![]() SK Shahrukh k. Mid-Market (51-1000 emp.) | ||
Enterprise-grade governance and secure board operations
Nonprofit and association board coordination
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
Easy Board is the #1 Easy to Use board management software solution designed to help your entire board and committees streamline organization and boost engagement. This platform is specifically...
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 to be extremely user-friendly, enhancing efficiency and organization for board management tasks.
Users value the secure and accessible document management in Diligent Boards, enhancing efficiency and organization.
Users appreciate the secure and easily accessible document management in Diligent Boards, enhancing their efficiency and organization.
Users express dissatisfaction with the lack of features in Diligent Boards, which hampers administrator efficiency and usability.
Users find the navigation difficult, especially when switching between boards as administrators, leading to confusion.
Users find it challenging due to document management limitations, including small fonts and lack of file recovery options.
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 BoardEffect to be incredibly easy to use, streamlining document uploads and meeting preparations effortlessly.
Users appreciate the user-friendly document management features of BoardEffect, enhancing meeting organization and access to files.
Users rave about the exceptional customer support from BoardEffect, making it easy to resolve issues quickly.
Users find the limited functionality of BoardEffect frustrating, particularly with forms and license restrictions impacting effectiveness.
Users find the document management cumbersome, with issues like non-customizable minutes and difficult document navigation.
Users find the lack of intuitiveness challenging, though training resources help mitigate some confusion during 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 highlight the ease of use of OnBoard, appreciating its user-friendly design and time-saving features.
Users commend the phenomenal customer support of OnBoard, noting exceptional assistance during implementation and setup.
Users appreciate the streamlined Board communications with OnBoard, praising its user-friendly layout and comprehensive features.
Users find the agenda management limitations challenging initially, leading to adjustment difficulties and workflow inefficiencies.
Users find the limited functionality of OnBoard constraining, wishing for more flexibility and accessibility in features.
Users find the limited features of OnBoard restrict their usage and hinder effective communication among 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 find Nasdaq Boardvantage extremely user-friendly, enabling seamless boardbook preparation and quick access to support.
Users commend the exceptional customer support of Nasdaq Boardvantage, highlighting quick responses and helpful interactions.
Users value the seamless organization of materials for board meetings, enhancing efficiency and clarity in communication.
Users find that the document management can be slow and confusing, leading to difficulties in accessing necessary materials.
Users feel a lack of features makes it difficult to manage access rights and user engagement effectively.
Users find calendar integration lacking, making it difficult for Board members to navigate multiple tools effectively.
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 Azeus Convene, streamlining meeting management across multiple platforms effortlessly.
Users value the high security and effective engagement features of Convene, ensuring smooth and secure board meetings.
Users appreciate the effective meeting management in Convene, enabling easy scheduling, participation, and seamless communication.
Users find the pricing of Convene to be high, especially compared to similar services with better rates.
Users often face connectivity issues that disrupt board meetings and hinder productivity effectively.
Users highlight integration issues with Convene, suggesting the need for improved 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 value the user-friendly interface of Board Intelligence, enhancing efficiency for administrators and board members alike.
Users praise the excellent customer support from Board Intelligence, noting quick responses and proactive assistance in resolving issues.
Users appreciate the user-friendly document management system of Board Intelligence, making file handling quick and intuitive.
Users find the limited formatting options challenging, affecting navigation and clarity in report management.
Users find the limited functionality of Board Intelligence frustrating, needing additional tools for voting and processing options.
Users struggle with difficulty changing order of agenda items, which complicates the agenda management process 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 appreciate the ease of use of Boardable, enabling efficient board management with a user-friendly interface.
Users value the ease of managing board meetings with Boardable, enhancing communication, tracking, and decision-making processes.
Users find Boardable's document management features invaluable for enhancing efficiency and security in board meetings.
Users find a lack of customization in Boardable's templates and interface, complicating user experience and efficiency.
Users struggle with the limited functionality of the mobile app, causing inefficiencies and difficulty in accessing documents remotely.
Users experience limitations in document management due to syncing issues and insufficient mobile app functionality.
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 in BoardPAC, making navigation and report access effortless and efficient.
Users value the excellent customer support provided by BoardPAC, enhancing their overall experience and satisfaction.
Users find BoardPAC to be user-friendly, with a straightforward interface that simplifies navigation and usage.
Users report limited functionality in BoardPAC, hindering ease of use and causing complications with document management and access.
Users report slow performance when fetching data, suggesting improvements for a smoother experience overall.
Users face upload issues with file formats, agenda item separation, and missing document review capability.
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 BoardPro's ease of use exceptional, facilitating seamless adoption and effective meeting management.
Users appreciate the efficient agenda management features of BoardPro, making meeting organization seamless and time-saving.
Users praise BoardPro for its effortless meeting minutes management, enhancing organization and efficiency for board meetings.
Users find the document sorting limitations frustrating, making it hard to locate the latest files quickly.
Users find the limited functionality of BoardPro restricts efficient board management and integration with other tools.
Users find the interface not intuitive, expressing a need for improved usability and customization options.
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 platform exceptionally easy to use, simplifying board processes and enhancing overall meeting experiences.
Users praise Zeck's exceptional customer support, highlighting the team's dedication and responsiveness during implementation and beyond.
Users value the automation and simplicity of Zeck for creating board decks, enhancing meeting organization and engagement.
Users face a steep learning curve with Zeck's advanced features, which can be overwhelming for newcomers.
Users desire more content editing options, as limitations hinder the ability to upload existing presentations easily.
Users desire more formatting options in Board Management, as current features limit engagement and usability.
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 data protection provided by iBabs, enjoying peace of mind with its encryption and permission controls.
Users value the centralized access of iBabs, enabling effortless organization and secure management of meeting documents.
Users value the communication efficiency of iBabs, enjoying streamlined meetings with centralized materials and intuitive collaboration.
Users often face a steep learning curve with iBabs, making onboarding challenging for those less tech-savvy.
Users find integration issues with iBabs limiting, as it lacks seamless compatibility with various tools for improved workflows.
Users find the limited functionality of iBabs, including occasional syncing delays and hidden features, frustrating and disruptive.
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 ease of use in Decisions AI, enhancing workflow management and decision-making efficiency.
Users love the organised agenda management of Decisions AI, streamlining meetings and enhancing collaboration effectively.
Users appreciate the automated meeting recap and organization features of Decisions AI, streamlining their documentation efforts.
Users experience integration challenges with Decisions AI, affecting task management and overall meeting efficiency.
Users find a steep learning curve in mastering Decisions AI, especially with advanced features and setup processes.
Users note a lack of accuracy in AI summaries, often requiring manual checks for correctness in meeting notes.
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 to be super easy to use, greatly simplifying document handling and saving time.
Users appreciate the time-saving features of Stellar Board, making document preparation quick and effortless.
Users appreciate the excellent customer support of Stellar Board, enhancing their overall experience and productivity.
Users find the navigation complexity of Stellar Board challenging, particularly for those who are new to the platform.
Users report connectivity issues with Stellar Board, especially when outside coverage areas, indicating a need for improvement.
Users face integration issues with personal calendars, which can hinder overall usability despite a positive experience overall.
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 love the user-friendly interface of Aprio Board Portal, facilitating easy navigation and enhancing collaboration.
Users value the easy access to meeting materials and documents on Aprio Board Portal, enhancing their experience.
Users appreciate the user-friendly interface of Aprio Board Portal, which simplifies navigation and enhances collaboration.
Users face login issues due to mandatory work email registration and frequent logouts when inactive.
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.















