About Aprio

Aprio is an all-in-one board portal that helps organizations manage board meetings and board communication, with top security and service. Aprio serves credit unions, financial institutions, crown corporations, non-profits and government organizations across North America. All board members, management and staff can view and access documents and materials immediately, from anywhere, and at the same time.

Key benefits of Aprio

  • Aprio offers one-stop, secure access to board materials from any browser and through desktop and mobile devices.

  • Send out instant notifications to board members of any updates, any time, regardless of location.

  • Efficiently produce and distribute board books and other documents with Aprio.

  • Faster scheduling and rescheduling of board meetings.

  • Directors can annotate and share documents to everyone or select board members.

  • Aprio is security assured with available remote swiping of all communication if a device is lots.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, Spain and 6 others, France, United Kingdom, India, Italy, Mexico, United States

    Supported Languages

    English, French, German, Italian, Spanish

    Images

    Switch seamlessly between desktop, laptop, tablet or phone and see up-to-the-minute board documents
    Dashboard
    Annotations
    Events Library & Agenda
    Actions
    View 6 more
    Aprio video
    Aprio screenshot: Switch seamlessly between desktop, laptop, tablet or phone and see up-to-the-minute board documents Aprio screenshot: Dashboard Aprio screenshot: Annotations Aprio screenshot: Events Library & Agenda Aprio screenshot: Actions

    Features

    Total features of Aprio: 83

    • Access Controls/Permissions
    • Action Item Tracking
    • Activity Dashboard
    • Activity Tracking
    • Agenda Management
    • Alerts / Escalation
    • Alerts/Notifications
    • Approval Process Control
    • Archiving & Retention
    • Attendance Management
    • Attendance Tracking
    • Attendee Management
    • Audit Trail
    • Authentication
    • Automatic Backup
    • Board Meetings
    • Brainstorming
    • Calendar Management
    • Collaboration Tools
    • Commenting / Notes
    • Committee Meetings
    • Communication Management
    • Contact Database
    • Contact Management
    • Content Library
    • Content Management
    • Critical Date Alerts
    • Customizable Branding
    • Customizable Reports
    • Data Security
    • Digital Signature
    • Discussions / Forums
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Email Invitations & Reminders
    • Employee Activity Monitoring
    • Encryption
    • Event Calendar
    • Event Scheduling
    • Expense Tracking
    • File Management
    • File Sharing
    • For Nonprofits
    • Internal Meetings
    • Invitation Management
    • Legislative Meetings
    • Materials Management
    • Meeting Management
    • Meeting Notes
    • Meeting Preparation Tools
    • Member Directory
    • Minutes Management
    • Mobile Access
    • Multi-Company
    • Multi-Language
    • Offline Access
    • Polls/Voting
    • Post-Meeting Tools
    • Project Management
    • Real Time Synchronization
    • Remote Access/Control
    • Remote Support Software
    • Reporting & Statistics
    • Role-Based Permissions
    • SSL Security
    • Scheduling
    • Search/Filter
    • Secure Data Storage
    • Shareholder Management
    • Single Sign On
    • Survey/Poll Management
    • Surveys & Feedback
    • Task Management
    • Time Zone Tracking
    • Travel Management
    • Unified Directory
    • User Management
    • Version Control
    • Voting Management

    Alternatives

    OnBoard

    4,7
    #1 Alternative to Aprio
    Board meetings should be informed, effective, and uncomplicated. The OnBoard board intelligence platform transforms...

    Nasdaq Boardvantage

    4,6
    #2 Alternative to Aprio
    Nasdaq Boardvantage is a cloud-based governance and collaboration tool designed to help small to large businesses...

    Samepage

    4,8
    #3 Alternative to Aprio
    Samepage is award-winning collaboration & project management software. Progress is shown in real time and helps teams...

    Asana

    4,4
    #4 Alternative to Aprio
    Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

    Reviews

    Overall rating

    4,5 /5
    (30)
    Value for Money
    4,4/5
    Features
    4,4/5
    Ease of Use
    4,4/5
    Customer Support
    4,8/5

    Already have Aprio?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 30
    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Company size: 1 001-5 000 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Completely satisfied with Aprio

    Reviewed on 2018/09/06

    Pros

    We have used Aprio for more than 10 years. During that time we have had lots of turnover of staff and board members. Rarely have we needed to provide formal training. For the most part, we simply provide the login access to the new user and they teach themselves. Board members find Aprio useful and easy to use.

    Cons

    I tend to use the desktop version when I set up a meeting and load materials because I find the functionality better. However, for just reading my board package or having it available during a meeting, using the App on my iPad is just fine.

    Rose G.
    Overall rating
    • Industry: Financial Services
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Review of APRIO

    Reviewed on 2021/03/08

    My overall experience with APRIO has been excellent. I have used APRIO for at least 8 years now if...

    My overall experience with APRIO has been excellent. I have used APRIO for at least 8 years now if not more. The trainers and support staff are excellent - [SENSITIVE CONTENT HIDDEN] are readily available to assist you and work until they resolve your issue. The Board find it easy to use and I rarely receive any complaints or frustration regarding difficulty in using the software. It has saved us time and money in more ways than one. Too many to mention. Thank you.

    Pros

    The product is user-friendly for the most part. First, it is secure and if someone is not a participant for a particular meeting, they cannot access the information even if they are a user. Second, I like the fact that the library holds documents that are easily accessible. Third, the signing feature to approve material is the biggest plus for us. The fact that items requiring approval asap by the Board has eliminated the need for non-scheduled meetings to be held. It is the one feature that has made a huge difference to our way of conducting business and responding to our members within a reasonable time frame. Another plus is the elimination of printing reports. As well, providing Board reports to Auditors with the "download pdf" feature allows me to give the auditors exactly what they need. Lastly, we use the "Action" feature that allows us to keep track of Action items that arise at meetings and track the progress until completion so we do not lose sight of them. There are so many features that I enjoy. I could keep on going. These are a few that are top of mind.

    Cons

    The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately. A drag feature into a folder would be really handy. The ability to "turn off" a user and "turn on" when required without having to remove their access and then resend a welcome message. This way your users remain under the requirement of your contract and those users that attend one or two meetings per year (specifically staff required at a meeting) are not counted as a regular user. Another frustration is the timing out feature. And I have extended it. However, I have been in the middle of adding numerous documents and the time out feature appears and I have lost all of the uploading I was in the middle of doing.

    Nichole Z.
    Overall rating
    • Industry: Banking
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Aprio Review

    Reviewed on 2021/03/30

    There customer service was very quick to respond and very friendly; however, the technology did not...

    There customer service was very quick to respond and very friendly; however, the technology did not keep service wise.

    Pros

    This was the first online board platform we used for our organization; however, it did not meet our expectations. The only feature that appeared to work correctly and we used regularly was the expense management functionality.

    Cons

    Unfortunately, there are many. Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc.

    Marie S.
    Overall rating
    • Industry: Civil Engineering
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Aprio - Service is Everything!

    Reviewed on 2021/03/22

    Aprio staff are wonderful to work with; they are accommodating, understanding and very quick to...

    Aprio staff are wonderful to work with; they are accommodating, understanding and very quick to respond to any inquiries, whether it be to assist the administrator or its Directors. I love that all our information is located in one depository for ease of access by everyone given permission to use it.

    During the pandemic, I cannot imagine how difficult it would be to resort back to the paper age, couriers, etc.. Being able to conduct our meetings virtually, with all our material downloaded into Aprio has been truly a blessing.

    Pros

    During our demonstrations, Aprio appeared to be user friendly. The fact that they were a Canadian company was also a huge benefit. The product for the price was a good selling point for our Directors. Myself as the administrator and our IT department undertook a review of several software companies, and for the price, Aprio seemed to be the best option. We do not regret our decision, and continue to use the software for all of our Board and Committee Meetings, and a depository for all information for our Directors. The initial phase was completed seamlessly, with the exception of a couple of hiccups, which were readily identified and fixed by Aprio.

    Cons

    The one feature regarding Aprio that our Board found somewhat frustrating was the difference between the app and the dashboard. I understand that modifications are underway in its next release to "mirror" each other, which will be a welcome improvement.

    Joanna P.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Makes Board governance easier!

    Reviewed on 2019/12/12

    We didn’t have a single point of access for our Board of Directors which was secure enough to store...

    We didn’t have a single point of access for our Board of Directors which was secure enough to store highly confidential information such as policies and bylaws. After moving all our documents to Aprio the Board and staff are able to access and store information in a secure and easily accessible forum.

    Pros

    I cannot day enough great things about Aprio. From the ease of use of the product to the amazing customer service Aprio is a well rounded product that is every Board administrator’s dream.

    Cons

    There is nothing I don’t like about the software.

    Response from Aprio

    Joanna, we are so happy to see that you are enjoying your experience with Aprio! We work very hard every day to improve our software and support every client. It's great to have such positive feedback!

    Showing 5 reviews of 30 Read all reviews

    Aprio FAQs

    Below are some frequently asked questions for Aprio.

    Aprio offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Aprio offers a simple and affordable per-user pricing which gives you access to all our features, unlimited group/committees, unlimited ongoing training, and our 24/7 support.

    We do not have any information about Aprio features

    Aprio has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Aprio supports the following languages:

    English, French, German, Italian, Spanish

    Aprio supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations Aprio has

    Aprio offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Aprio.