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Aprio Board Portal from Aprio

Empowers investment committees to securely build agendas, share documents, vote, take minutes, and track tasks. Includes granular access controls, comprehensive audit logs, and compliance features.

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Product analysis by function

Meeting Management Systems for Investment Committee

Solutions for organizing investment committee meetings, distributing materials securely, recording decisions, and tracking follow-up actions.
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Meeting Scheduling and Management
(10 Yes /10 Known /11 Possible features)

Secure Document Distribution
(10 Yes /10 Known /11 Possible features)

Voting and Decision Recording
(8 Yes /8 Known /10 Possible features)

Action Item Tracking and Follow-Up
(8 Yes /8 Known /9 Possible features)

User Roles and Permissions
(9 Yes /9 Known /10 Possible features)

Compliance and Auditing
(8 Yes /8 Known /8 Possible features)

Search and Knowledge Management
(7 Yes /7 Known /7 Possible features)

Collaboration and Communication
(5 Yes /5 Known /8 Possible features)

Integrations and Platform Compatibility
(6 Yes /6 Known /8 Possible features)

Reporting and Analytics
(7 Yes /7 Known /8 Possible features)

Usability and Support
(7 Yes /7 Known /8 Possible features)

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Automated Scheduling Automatically finds suitable dates and times for meetings based on participants' availability.		Aprio offers automated scheduling based on participant availability per public features list.
Calendar Integration Syncs with external calendar systems (e.g., Outlook, Google Calendar).		Integration with Google and Outlook calendar is documented.
Recurring Meetings Supports creation of recurring or series meetings (e.g., weekly/monthly committee meetings).		Recurring meetings are supported according to product documentation.
Meeting Templates Allows the reuse of predefined agendas, structures, and attendee groups for efficiency.		Supports reusable meeting templates for agendas and groups.
Agenda Creation Facilitates the creation and editing of meeting agendas.		Agenda creation and editing is a core capability.
Time Zone Support Handles participants across multiple time zones.		Time zone support is indicated for distributed participants.
RSVP Tracking Tracks attendance confirmations and responses.		RSVP tracking (confirmations and responses) is listed as a key feature.
Participant Cap Maximum number of participants supported per meeting.		No information available
Invitation Controls Granular control over who can be invited and see meeting details.		Aprio allows granular invitation controls for meetings.
Reminders and Notifications Automatic reminders and notifications for upcoming meetings.		Reminders and notifications are included according to the website.
Dedicated Meeting Links Unique video or in-person links for each scheduled meeting.		Unique meeting links are generated for each session.

Encrypted File Storage All documents are stored using encryption both at rest and in transit.		Aprio provides encrypted file storage both in transit and at rest.
Granular Access Controls Set who can view, download, and edit specific documents.		Granular access controls are a highlighted feature.
Secure Document Sharing Distribute materials with secure links or within a protected portal.		Document sharing uses secure links and portal access.
Version Control Track changes and revisions to committee documents.		Version control is available for document revisions.
Watermarking Add individualized watermarks to distributed documents for security and traceability.		Watermarking of documents is listed for traceability.
Download Restrictions Ability to restrict downloads or printouts of sensitive files.		Download restrictions are supported via permissions.
Expiry of Access Set expiration dates for document access.		Document access can be set to expire after a certain period.
Audit Trails Logging of all document access, downloads, and changes for compliance.		All access actions are logged in audit trails.
Batch Uploads Upload multiple documents at once for meeting preparation.		Batch upload functionality is part of meeting preparation options.
Document Previews Preview documents within the platform without download.		PDF and other documents can be previewed within the web portal.
Attachment Size Limit Maximum size of attachments/documents supported.		No information available

Digital Voting Real-time or asynchronous voting on proposals and agenda items.		Digital voting (real-time or asynchronous) support is provided.
Anonymous Voting Maintains anonymity of voters if required for certain decisions.		Anonymous voting is available for confidential decisions.
Weighted Voting Supports varied voting weights per committee member.		Weighted voting (per member) is configurable.
Voting Deadline Set deadlines for vote submission.		Voting deadlines can be set and enforced.
Decision Logging Automatically records decisions and outcomes for audit.		Decision logging is part of the compliance and audit log system.
Approval Thresholds Define criteria for majority or super-majority approval.		Approval thresholds (majority, super-majority) can be defined.
Result Notification Notifies stakeholders of decision outcomes automatically.		Automatic result notification to stakeholders following voting.
Commenting on Votes Allows members to annotate their vote selections.		No information available
Decision Export Export voting records and decisions for offline storage or compliance.		Voting records and outcomes can be exported for compliance.
Voting Participant Limit Maximum number of active voting participants supported.		No information available

Action Item Assignment Assign next steps and responsibilities to individuals or groups.		Action item assignment is supported to individuals and groups.
Due Date Tracking Assign and monitor deadlines for action items.		Due dates for action items are tracked on the platform.
Progress Status Tracking Track the completion status (e.g., not started, in progress, done) of each action.		Progress status tracking for action items is included.
Automated Reminders Send email or in-app reminders as action item deadlines approach.		Automated reminders (email, in-app) for due tasks.
Responsibility Reassignment Allows transfer or reassignment of tasks if needed.		Task or responsibility reassignment is supported.
Action Item Cap Maximum number of open action items per meeting supported.		No information available
Completion Reporting Generate reports of outstanding and completed action items.		Reports of completed and outstanding action items are available.
Commenting on Actions Participants can leave comments or updates on actions assigned.		Participants can leave comments/updates on assigned actions.
Audit Logs for Actions Maintain a log of updates on all action items for compliance.		The platform maintains logs of all action updates for compliance.

Role-Based Access Controls Define roles (e.g., chair, member, guest) and their permission sets.		Role-based access controls are configurable (admin, member, guest).
Custom User Roles Create organization-specific roles as needed.		Custom user roles are supported as required by organizations.
Temporary Access Grant time-limited access to external guests or observers.		Temporary guest/observer access can be granted.
Read-Only Permissions Allow specific users to only view (not edit) materials and outcomes.		Read-only permissions can be assigned, restricting edits.
Audit Logs for Permissions Changes Records all changes made to roles and permissions.		Audit logs are kept for role/permission changes.
Permission Cap Maximum number of distinct user roles supported.		No information available
Single Sign-On (SSO) Integrates with corporate SSO solutions for secure login.		Single sign-on integration is supported (Okta, Azure, etc).
Multi-Factor Authentication (MFA) Supports MFA for enhanced login security.		Multi-factor authentication is available.
User Deactivation/Deletion Admins can revoke access instantly.		Admins can instantly deactivate or delete user access.
Privacy Mode Hide certain meeting details from non-privileged participants.		Privacy mode hides meeting details from unauthorized users.

Full Audit Trail Comprehensive activity and access logging for all users.		Comprehensive audit trails on user activity and document access.
Regulatory Audit Exports Generate audit-ready exports on-demand in standard formats.		Audit trail data can be exported in standard formats.
Meeting Minutes Archiving Permanent storage of meeting minutes, agendas, and resolutions.		Meeting minutes and documents are archived permanently.
Retention Policy Management Automate retention and deletion schedules based on internal policies.		Policy-based data retention and deletion schedules can be set.
Compliance Certification Attestation of platform compliance (e.g., SOC 2, ISO 27001).		Aprio has certifications (SOC 2, ISO 27001) for compliance.
e-Signature Support Legally binding electronic signatures for resolutions and approvals.		Legally binding e-signature support for approvals and resolutions.
Data Residency Controls Specify geographic location where data is stored for regulatory reasons.		Data residency controls are configurable for regulatory compliance.
Custom Audit Report Generation Create filtered or tailored audit reports.		Custom audit report generation is supported.

Full-Text Search Search all meeting materials, minutes, and decisions.		Full-text search available across all meetings, documents, and minutes.
Tagging and Categorization Apply tags or categories to meetings and documents.		Tagging and categorization available for meetings and materials.
Meeting Archive Browser Browse archived meetings by year, fund, or theme.		Archived meetings can be browsed by date, theme, or entity.
Decision Tracking Quickly find past decisions by deal, company, or date.		Past decisions can be searched and tracked by various parameters.
Advanced Filtering Filter records by participants, topics, or vote outcomes.		Advanced filtering for participants, topic, or outcome.
Knowledge Base Integration Link or reference materials in a centralized knowledge base.		Knowledge base can be referenced for meetings/materials.
Attachment Search Search the text within attached documents when possible.		Attachment search is listed as a feature (within document content).

Discussion Threads Dedicated discussion channels for agenda items or proposals.		No information available
Commenting on Materials Inline or sidebar comments directly on shared documents.		Inline comments on shared documents are supported.
Real-Time Chat Instant messaging embedded within the meeting portal.		Real-time chat is available for participants in meetings.
Polls and Surveys Lightweight polls for informal feedback before decisions.		Informal polls and surveys are included in collaboration suite.
Email Notifications Automated email updates for mentions, assignments, or changes.		Automated email notifications for assignment and changes.
Mentions and Alerts Notify specific members via @mentions or priority alerts.		Mentions and priority alerts can be sent to members.
External Guest Messaging Allow communication with invited external guests in a controlled fashion.		No information available
Live Chat Cap Maximum number of simultaneous chat participants supported.		No information available

Calendar System Integration Sync with leading calendar platforms for seamless scheduling.		Calendar system integration with multiple platforms supported.
Document Management Integration Connect to Dropbox, Box, SharePoint, or Google Drive for storage.		Integration with Dropbox, Box, Google Drive, and SharePoint.
CRM Integration Integrate with investment management or CRM platforms.		No information available
API Access REST or GraphQL APIs for custom integrations.		REST API access is supported for integrations.
Mobile Application Native apps for iOS and Android for on-the-go access.		Native mobile apps for iOS and Android available.
Web Browser Support Runs on all modern browsers with full functionality.		Web interface runs on all modern browsers with full functionality.
Video Conferencing Integration Integrates with Zoom, Teams, or Google Meet for seamless virtual meetings.		Integrates with Zoom, Teams, or Google Meet for virtual meetings.
Integration Cap Maximum number of third-party integrations supported.		No information available

Meeting Attendance Reports Generate and export attendance logs over custom periods.		Attendance reports with export capabilities are available.
Decision Analytics Analytics on votes, participation, and time to decisions.		Decision analytics for votes and meeting participation included.
Action Item Completion Metrics Measure percentage and average time to complete follow-ups.		Action item completion metrics are tracked and can be reported.
Custom Report Builder Build tailored reports for internal or LP needs.		Custom report builder for internal governance and compliance.
Export to Excel/CSV Export all data for advanced external analysis.		Data can be exported as Excel/CSV for further analysis.
Dashboard Customization Configure analytics dashboards by user or team.		Dashboards can be customized per user or team.
Data Visualization Tools Charts, graphs, and other visual aids for trends and history.		Charts and data visualization tools included in analytics.
Reporting Cap Maximum number of custom reports that can be created and stored.		No information available

Intuitive User Interface Modern, easy-to-understand UI for all users.		UI designed for non-technical users, citing easy adoption.
Onboarding Assistance Guided setup or training for efficient adoption.		Onboarding/training assistance is offered.
Contextual Help Tooltip, guides, and FAQs available within the interface.		Contextual help and documentation available within platform.
24/7 Support Live support available at any time.		24/7 support is advertised by Aprio.
Multi-Language Support Platform available in multiple languages.		Multi-language user interface available.
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG).		Accessibility compliance documented (WCAG 2.1).
Self-Service Knowledge Base Extensive online documentation and troubleshooting resources.		Self-service knowledge base with extensive documentation is available.
Uptime SLA Service-level agreement on uptime guarantee.		No information available

Aprio Board Portal from Aprio

Product analysis by function

Meeting Management Systems for Investment Committee

Meeting Scheduling and Management (10 Yes /10 Known /11 Possible features)

Secure Document Distribution (10 Yes /10 Known /11 Possible features)

Voting and Decision Recording (8 Yes /8 Known /10 Possible features)

Action Item Tracking and Follow-Up (8 Yes /8 Known /9 Possible features)

User Roles and Permissions (9 Yes /9 Known /10 Possible features)

Compliance and Auditing (8 Yes /8 Known /8 Possible features)

Search and Knowledge Management (7 Yes /7 Known /7 Possible features)

Collaboration and Communication (5 Yes /5 Known /8 Possible features)

Integrations and Platform Compatibility (6 Yes /6 Known /8 Possible features)

Reporting and Analytics (7 Yes /7 Known /8 Possible features)

Usability and Support (7 Yes /7 Known /8 Possible features)