--- title: "Nasdaq Boardvantage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Nasdaq Boardvantage Software - reviews, pricing plans, popular comparisons to other Company Secretarial products and more." source_url: "https://www.capterra.com/p/154125/Nasdaq-Boardvantage/" page_type: "product" language: "en" --- # Nasdaq Boardvantage Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Nasdaq Boardvantage ## What is Nasdaq Boardvantage? Nasdaq Boardvantage® is a board management software that helps corporate secretaries at any organization work better, faster. Simplify board meeting preparation, build agendas, capture minutes, and distribute materials to directors, in one place. Assign tasks, track progress, initiate votes, obtain approvals, and sign documents – paperlessly. Built-in storage helps keep board materials safe and accessible, whenever you need them. Users enjoy access to an award-winning 24/7/365 support team. ## What is Nasdaq Boardvantage used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[File Sharing](https://www.capterra.com/file-sharing-software/) Overall rating Based on 80 user reviews Reviews sentiment Positive 94% Neutral 6% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Nasdaq Boardvantage alternatives Highest Rated [4.7 (1,058)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (341)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (3,033)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/alternatives/) ## FAQs about Nasdaq Boardvantage Overview ### What problems does Nasdaq Boardvantage solve? Nasdaq Boardvantage solves the chaos of distributing confidential board materials, compiling board books from multiple file types, and managing approvals, voting, and updates without paper packets or scattered emails. Board administrators, directors, executive teams, and governance staff benefit from secure access, intuitive navigation, and responsive support that reduces setup friction and meeting-prep time. Answer based on 49 reviews Overview ### Which roles and teams benefit most from Nasdaq Boardvantage? Nasdaq Boardvantage is most used by executive assistants, board administrators, directors, and board members who manage governance workflows and meeting preparation. Legal and secretariat teams use it to distribute board materials, organize agendas, and maintain secure records, while executives rely on it for streamlined reviews, decisions, and collaboration between meetings. Answer based on 80 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Nasdaq Boardvantage built for? Nasdaq Boardvantage serves organizations of all sizes, with strongest use among enterprises at 52%, and it is most common in Banking at 14%. Reviewer data also shows adoption by midsize businesses at 25% and small businesses at 22%, with Insurance at 11% and Financial Services at 8%. Answer based on 80 reviews Features and Usability ### What are the key features of Nasdaq Boardvantage? Nasdaq Boardvantage includes core board management features such as board books, agenda management, meeting preparation tools, and minutes management. Reviewers also focus on document management with version control, file sharing, and archiving, plus differentiators like role-based permissions, two-factor authentication, surveys and voting, dashboards, and offline access. Answer based on 35 reviews Integrations ### Which third-party tools and platforms does Nasdaq Boardvantage integrate with? Nasdaq Boardvantage integrates with Docusign, Google Drive, Microsoft Outlook, Microsoft Teams, and Zoom Events and Webinars. These integrations cover document signing, file storage, email, collaboration, and virtual meetings, giving teams access to the core platforms commonly used to manage board materials and communications. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Nasdaq Boardvantage offer? Nasdaq Boardvantage provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided virtual learning, and documentation gives written reference material for setup and feature review. Answer based on 8 reviews Getting Started and Support ### What customer support options does Nasdaq Boardvantage offer, and how do users rate the experience? Nasdaq Boardvantage offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative support, and chat. Users generally describe support as responsive, helpful, knowledgeable, and quick to resolve issues, with timely phone and email assistance. A few mention inconsistent account-manager continuity and wanting clearer onboarding guides or manuals. Answer based on 35 reviews Security ### How does Nasdaq Boardvantage handle data security and access control? Nasdaq Boardvantage protects confidential board data with restricted user access, remote deletion of shared information, two-factor authentication, security questions, permission-based editing, and audit tracking for votes. Reviewers generally trust its lockdown approach, though some say login, account switching, lockouts, and inconsistent permission transfers can feel clunky. Answer based on 18 reviews Document management ### How well does Nasdaq Boardvantage handle board documents? Nasdaq Boardvantage keeps board documents organized, secure, and easy to distribute without paper binders. Board administrators and governance teams value drag-and-drop uploads, board book creation, version updates, archiving, and access across devices, though some users mention printing limits, attachment issues, document placement quirks, and occasional onboarding friction. Answer based on 27 reviews ## Features AI summary Based on 103 Company Secretarial reviews Not all Company Secretarial tools cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **SSL Security** (**62%** of reviewers rated this feature as critical) - **Critical Date Alerts** (**75%**) - **Document Templates** (**80%**) Nasdaq Boardvantage includes **Critical Date Alerts** and **Document Templates**, giving teams a way to stay on top of filing deadlines and prepare recurring governance documents more efficiently. However, it does not offer **SSL Security**. Instead, it provides other important features such as **Secure Data Storage** (**50%**), **Archiving & Retention** (**62%**), and **Document Storage** (**54%**), helping businesses protect board materials, keep records organized, and maintain access to key documents over time. Secure Data Storage 4.9 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Archiving & Retention 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Document Storage 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 4.5 (16) 50.00% of 16 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Document Management 4.5 (12) 41.67% of 12 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Meeting Management 4.5 (12) 50.00% of 12 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation Nasdaq Boardvantage 95 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agenda Management: Access event or meeting agenda online - AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Transcription: Use AI to convert voice into text automatically - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Company Formation: Integrated automation system to allow enterprises to create new company holdings - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Critical Date Alerts: Notifications received when important dates and deadlines are coming up - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Activity Monitoring: Monitor and track what your employees are doing - Employee Portal: Online portal where employees can access and track their own information - Encryption: Convert data into a code for security - Event Calendar: A list of events with their respective dates - Event Scheduling: Plan an event's time and location - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Healthcare: Software designed for the healthcare industry - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Messaging: Communicate using messages within the system - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Presentation Streaming: Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real Time Editing: Preview and make real-time changes in the web content - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Screen Sharing: Digitally share screen view with others - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Chat: Chat with your counterparts over the video in real time - Video Conferencing: Connect with meeting participants remotely over video - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (80) 4.5 Based on 80 reviews ## Pricing Value for money 4.5 (60) Value for money 4.5 (60) 4.5 Based on 60 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zoom Events and Webinars](https://www.capterra.com/p/157062/Zoom-Video-Webinar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (75) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (75) 4.8 Based on 75 reviews ## User reviews Overall rating 4.7 Based on 80 reviews Filter by rating 5(58) 4(17) 3(5) 2(0) 1(0) Mentioned topic Sorted by most recent PG Pooja G. Manager Computer Software ### "Finally a board tool that will actually stay up there" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 26, 2026 We were able to stop using the large paper binders that we would print out and put together to save us a ton of money and my back. Now they simply vote from their phones and it tracks what they voted for for audit purposes later. It locks down the data so I am not worried about security threats as often. I can also use the tool to create a new meeting document by copying an existing meeting document which is the only reason I am able to get this done so quick. Pros I was somewhat surprised by how well the minute maker worked and it did not destroy all of my other tools. I have a lot of food debris on my desk, but the agenda builder allowed me to drag file into the app without any delay today. Cons Setup took forever (I thought I was going to throw my laptop against the wall lol). Automatic numbering of agenda item is a disaster and looks terrible every time I add a new section. All of the older folks on the board have issues with the two-factor authentication login each and every time which is a pain for me. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FH Freda H. VP Sr. Manager Operations Technology Capital Markets ### "Nasdaq board vantage will transform your organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 17, 2025 Overall usage would allow me to be able to create, design and implement a place for collaborative feedback on topics needed by the board and management teams where stakeholders who may invest in the company can review our progression put strategy in place advance our mission, goals and future initiatives. Pros The suite of software and tools were useful for all functions required to develop and implement board capabilities across the company. Cons The reporting dashboard could be enhanced for more customizable utilization. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Ashkan K. Senior associate Accounting ### "Nasdaq review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 16, 2024 Pros Nasdaq Boardvantage offers a secure and intuitive platform for board management, streamlining meeting preparation and document sharing. Cons Nasdaq Boardvantage can be challenging to navigate initially due to its many features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Commis Chef Hospitality ### "Keeping the meeting organized" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 7, 2023 Overall, I've had a good experience. I've worked with several fantastic people in the past and present to maintain our account and solve problems. Pros Both functionality and usability are excellent. It is simple to use even with all the bells and whistles. Our company meetings are sometimes held in here. Its easy to use and create and join any meeting. Cons It is annoying because the meeting feature doesn't integrate with Outlook's calendaring. It impedes effective user-to-user communication over RSVPs for meetings. creates more work for everyone. Switched from [Convene](https://www.capterra.com/p/133609/Convene/) We needed more features like auto meeting record and storage. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Sebastian M. Ing. Sistemas Information Technology and Services ### "Practico." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2023 Pros Su gran variedad de caracteristicas lo hacen muy practico ya sea para estructurar carpeta o correos electronicos, diria que es una herramienta esencial. Cons No funciona muy bn que digamos en todos los navegadores. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BD Brenda D. Paralegal Semiconductors ### "Portal Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 5, 2023 It is good. Sometimes the plug-in in Microsoft Office is disabled but due to Microsoft updates, I believe. Pros The board books are convenient and look nice. Cons I don't like that you can't add fields to documents you are getting signed. Just a signature, no date or other variable field options. It makes the feature too limited. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Don H. Council Member Government Administration ### "Boardadvantage review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 12, 2023 Good for use by Boards Pros Security for group meetings and ease to share documents Cons Too easy to get account locked. Customer service is good but it took a while to unlock account. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CT Clare T. Board member Medical Practice ### "Board member response" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2023 Pros Ability to have meeting agenda and materials easily accessible. Cons I have not found anything that I don’t like about the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CS Cynthia S. Senior Paralegal Specialist Insurance ### "LOVE the Professional Presentation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2023 Pros The dashboard feature is my favorite feature offered by BoardVantage. I love that we can provide so much data to the Directors within a single screen. I just wish there were more cards available. Cons The mobile features are different from the desktop version - as a non-iPad user, it makes it difficult for me to provide support to the users who rely on their iPads. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GK Gloria K. Executive Assistant Non-Profit Organization Management ### "Excellent Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2023 Overall it's a good product and easy to use. Pros The ease of which it is to use from an administrator standpoint is very important, as well as on the user end. Sending out documents is a breeze. Cons The survey function could be improved since you can't add it to the briefcase or new items. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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