# Page 2 | Nasdaq Boardvantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Nasdaq Boardvantage the right Board Management solution for you? Explore 80 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154125/Nasdaq-Boardvantage/reviews --- Nasdaq Boardvantage 4.7 (80) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Nasdaq Boardvantage ## Showing most helpful reviews Showing 26-50 of 80 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RR Rita R. Chief Happiness Officer Oil & Energy Used the software for: 2+ years ### "The Best Board Portal to conduct paperless Board Meetings" September 28, 2021 5.0 One of the best software to conduct meetings paperless. We have saved a lot of time, money, effort in printing documents for each of the Board member and then binding it. After the meeting just one copy was retained and the others had to be discarded or shredded, which was a lot of wastage of paper, time and effort.. Pros Amendments, replacement of documents can easily be done even just few minutes prior to the meeting and it would reflect on portal of all Members Cons Briefcase should have an easy search option of documents by a word, phrase, etc. Review Source Response from Nasdaq October 15, 2021 Hi Rita, thank you for taking the time to leave a review on Nasdaq Boardvantage! We are thrilled to hear it's saved you and your board valuable resources when conducting paperless meetings. We appreciate your feedback on our Briefcase feature, and we have shared with our team. SS SuAnn S. Executive Assistant Hospital & Health Care Used the software for: 2+ years ### "Great platform to use!" February 3, 2023 5.0 The product is easy to use, but when support is needed they are great when issues do arise - they are quick to respond and always courteous and very helpful and knowledgeable! We never fear having to call for support! Pros The integration of moving from our old platform to this one was easy, it's easy for end-users to use, love being able to upload multiple items at once and creating the board packets within the system! The surveys and approvals are another feature that we really like a lot and use on a regular basis! Great way to get board involvement in things and it's easy for them to do! Cons Nothing that I can think of at this time. I'm sure there's something, but it's not coming to mind currently. Review Source AS Ann S. Sr. Executive Assistant Research Used the software for: 2+ years ### "Sr. Executive Assistant" September 27, 2021 5.0 I was on the team of searching for a board portal and am one of the Administrators. My first training was on-site for one day, and customer support was very helpful, and I felt I had a good handle on the produce. We began a review of our site with our Customer Success Manager over the last several months and I know feel that I have a much better grip on the product and can't wait to learn more! Pros Nasdaq Boardvantage is easy to set up and use. We have six team sites for our organization and with the assistance of our Customer Success Manager, we have been able to create a Dashboard so our board members can access information with a few simple clicks. Cons I haven't experienced anything on the site that I dislike! Reason for choosing Nasdaq Boardvantage Security of the produce. Review Source Response from Nasdaq October 15, 2021 Hi Ann, thank you for writing a review on Nasdaq Boardvantage. We value your feedback and are thrilled to hear that your Customer Success Manager is helping your organization get the most out of our solution. We look forward to continuing to serve you and your board. KC Katherine C. Assistant Corporate Secretary & Senior Paralegal Financial Services Used the software for: 2+ years ### "Keeping Our Organization's Board Organized" September 27, 2021 5.0 Approvals are easy to accomplish quickly, the customer support is amazing, the software is fairly intuitive and easy to use. Pros Nasdaq/Boardvantage is the best way to keep your Board materials organized, easy to search and all in one place. I am so glad the days of sending board materials overnight and then slip-sheeting updated documents on meeting days is over! Cons As a keyboard person, I wish hitting the "Enter" key were an option (rather than having to grab mouse to click on "Submit" button). Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing Nasdaq Boardvantage I had used Boardvantage previously. Review Source Response from Nasdaq October 15, 2021 Thank you for you review Katherine! We are happy to hear that Nasdaq Boardvantage makes the approval process easy and our customer support is meeting your needs. We value your feedback and are always looking to enhance the user experience. SM Sebastian M. Ing. Sistemas Information Technology and Services Used the software for: 1-2 years ### "Practico." August 8, 2023 5.0 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 TL Tara L. Executive Assistant Executive Office Used the software for: 1-2 years ### "Easy Breezy Board Book" September 27, 2021 5.0 Pros The software is very easy to use for me (I'm nearly Gen-Z) and for the older generations we have accessing our files in BoardVantage. Cons There really isn't anything I dislike about the software, other than the ability for members to access multiple accounts from one account. We have Board members who are members of other Boards using BV, and they sometimes have trouble switching from one account to the other quickly. It would be convenient if they could access both accounts within one. Review Source Response from Nasdaq October 15, 2021 Hi Tara, thank you for writing a review! We appreciate you taking the time to share your experience using Nasdaq Boardvantage. Our customer service team would be happy to assist your directors in linking multiple accounts. AL Al L. Group Company Secretary Financial Services Used the software for: 2+ years ### "Does what it needs to and does it well." January 27, 2022 5.0 Exceptional customer service and a class solution. Pros Secure and straightforward repository with simple but wide-ranging security capabilities. Cons Some modules feel cumbersome for the way we work (e.g. meetings and minute approvals) but I will invest time to confirm that. Review Source PR Pearl R. Executive Assistant to CEO Banking Used the software for: 2+ years ### "The Support wasnt that great" March 17, 2020 5.0 It was ok, not a terrible product at all. The technical guys were helpful but the service didn't blow me away. Pros The features were nice and it was easy to index binders. I love that the binders automatically save in a folder for ease of locating files. Cons My rep was non existent, they were over priced and the portal seemed a bit "Cluttered" I sent an email to cancel and the non existent rep magically appeared to tell me that I had a contract that stated I needed to give them 120 days notice so they stuck me with another year. I am so glad that the new company I went with helped me to get out of it even though we had to pay for another year. Reason for choosing Nasdaq Boardvantage I didn't choose Boardvantage, I started the company and they were already using it. Review Source Response from Nasdaq April 9, 2020 Thank you for taking the time to write a review, Pearl! We apologize that your experience with Nasdaq Boardvantage didn't quite match your expectations. We want you to know, we are dedicated to improving the customer experience, so we take your feedback constructively to continually make improvements. Thanks again for your time. VRS Val Rie S. Board Relations Manager Research Used the software for: 6-12 months ### "A few thoughts" November 26, 2019 4.0 My overall experience has been positive. The folks that I have or currently work with to manage our account and troubleshoot issues are all fabulous. Pros The interface is great and allows me to provide our board with the information they need in a timely and organized fashion. The administrative functions provide me with an easy way to collect, store and distribute materials. Cons The lack of integration of the meeting module with Outlook calendaring is frustrating. It inhibits the smooth flow of communication with users regarding meeting RSVPs. Creates additional work all around. Switched from [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Functionality and customer service. Review Source Response from Nasdaq November 27, 2019 Thank you for your feedback! We are always working hard to meet expectations like yours, and we're happy to hear about your positive experience with the Nasdaq Boardvantage team! PH Paul H. Director Chemicals Used the software for: 2+ years ### "Time to get rid of the paper" December 4, 2019 4.0 I use Board Vantage for three of the boards that i am on. It is clearly the best and easiest to use. If i had to wish one improvement to the software it would be to make it easier to sign into. Every time i go from one company to the other I need to go through the sign off and resign on process which should not be exceptionally hard except my password management software does not distinguish between the companies. This means I have to re-enter all the information each time I change companies which is often. I would think security could be designed to allow a single sign on for people who are users for multiple companies. i have used the customer service feature and they are excellent. This software definitely enables me to use my time more productively and prepare for meetings faster and more comprehensively. Pros ease of navigation note taking capability Cons sign on and switching between companies security is clunky with all the questions Review Source Response from Nasdaq December 6, 2019 Hi Paul, thank you for taking time to leave this note! We appreciate the feedback and want you to know that the Nasdaq Boardvantage team is committed to product innovation that streamlines board workflows. Thank you again for the review! CS Cynthia S. Senior Paralegal Specialist Insurance Used the software for: 2+ years ### "LOVE the Professional Presentation" February 24, 2023 5.0 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 ER Elaine R. Manager of Retail Used the software for: 2+ years ### "Boardvantage review" June 18, 2020 4.0 Pros Boardvantage is easy to use and did not require an IT team for implementation. Their support team is very responsive and helpful. It has allowed us to go paperless for what used to be bulky materials which has been especially helpful during these remote meeting times. It also gives us the ability to create a board book from a variety of data sources (.pdf, excel, word, etc.) and to replace pages easily. Cons All the published materials look the same. It would be nice if you could customize material covers; even if just with different colors. Reason for choosing Nasdaq Boardvantage We are a Nasdaq company and were approached by them with the product. The Board had been pursuing a portal to house their materials. Review Source Response from Nasdaq July 6, 2020 Elaine, thank you for your review of Nasdaq Boardvantage. It's great to hear that you and your board find our features useful and our customer service is readily available to help as you adapt to the remote work environment. We appreciate your feedback on our published materials and look forward to continuing to improve your experience using our software. WH William H. Director of various corporations Biotechnology Used the software for: 2+ years ### "Excellent Product" September 27, 2021 5.0 Excellent Pros It’s ease of you, the way it is setup. Please to move from paper to digital for board preparation. Cons I wish it could be integrated with my gmail calendars and files. Reason for choosing Nasdaq Boardvantage Had previous experience with it at other boards. Review Source Response from Nasdaq October 15, 2021 Hi William, thank you for sharing your experience using Nasdaq Boardvantage. We are always happy to hear positive feedback from Directors, such as yourself. We look forward to continuing to serve you and your boards. MR Mary R. Senior Executive Assistnat Banking Used the software for: 2+ years ### "Boardvantage happy user!" May 27, 2020 5.0 BV has made my job easier. It's easy to use, uploads and combines documents. The staff are always friendly and respond quickly. Pros BV is very user-friendly. You will have a rep assigned to you who meets with you and actually sets up your company for you so you don't have to worry about not setting it up correctly. Support is wonderful; response time is quick. I love the replace feature in BV if a document needs to be edited. Cons There isn't anything that I don't like about BV. However, there are small things that could be enhanced. When you do have a suggestion, you are able to submit it for review to see if others are in favor or are requesting it. BV is open for suggestions! Review Source Response from Nasdaq June 16, 2020 Mary, thank you for sharing your experience with Nasdaq Boardvantage. We are happy to hear that you are enjoying the software - we appreciate your feedback! AG Amanda G. Assistant Director of Volunteer Relations Education Management Used the software for: Less than 6 months ### "Great Customer Service from Nasdaq Boardvantage" October 28, 2020 5.0 The customer service/solutions team are outstanding. I don't feel judged for sending in questions or for misunderstanding the type of admin access I have. They maintain consistency, answer any and all questions from myself or our portal users, and make the use of the portal easy. Pros The customer service provided is unmatched. Any time I've had a question, even if I could look it up in a user guide, the employees are more than willing to assist (with screenshots, individual calls, and one-to-one training if needed). I like that it is so secure so we know that only the people who should have access have the access needed. We recently used the surveys function to handle electronic voting for our annual elections and the product was easy to use. Cons Better linking within the calendar option for conferencing details. We choose to use Webex for our virtual meetings. However, the way the teleconference information is displayed in the template, it doesn't sync with links correctly. Reason for choosing Nasdaq Boardvantage I was not part of the research conducted for a board portal. My colleague, \[SENSITIVE CONTENT HIDDEN\], was the one who researched portals and ultimately decided on Nasdaq Boardvantage. Review Source Response from Nasdaq November 16, 2020 Amanda, thank you for sharing your positive experience with our customer support team! We are pleased to hear that the support you receive has improved your experience and our security and document management features are meeting your business needs. Our team is committed to improving your workflows and we look forward to continuing to support you and your colleagues. SK Sandy K. Sr. Executive Assistant Retail Used the software for: 2+ years ### "NBV Review" December 13, 2019 5.0 User friendly, and most all of our users experience relatively few issues and can navigate through the screens easily to find what they need. Pros It is fairly intuitive, with the exception of a couple of small items, you usually don't need to contact support often. Cons Prepping for the last board meeting, I had an incident where the linked agenda just "disappeared" with the notation, File Corruption. Not sure why or how that happened, but I have had similar situations once or twice previously. I just deleted it and started over, as I didn't have time to contact anyone. Reason for choosing Nasdaq Boardvantage I was not involved with that. Review Source Response from Nasdaq December 20, 2019 Thank you for your review, Sandy! We appreciate you taking time to share your thoughts with us, and we're happy to hear about your positive experience with Nasdaq Boardvantage. Please let us know if you experience any future incidents and our support team will be happy to assist you. GK Gloria K. Executive Assistant Non-Profit Organization Management Used the software for: 2+ years ### "Excellent Product" February 10, 2023 5.0 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 RC Renia C. Director of Operations for Business Development Government Administration Used the software for: 1-2 years ### "Works wonders for us" December 20, 2019 5.0 I like that we no longer have to mail out confidential board materials and it cuts down on confusion when updates are made. In the past we had to bring printed copies of revisions or additions to the meeting if they were made after the materials had been mailed to the board members. I notice that most board members use their IPad so no materials are printed which cuts down on confidential documents being misplaced. Pros I liked the ease of updating the board materials once they are posted. Cons Can be pricey if you are on a limited budget. Also if your board members are not used to using current technology there will be a learning curve. Reason for choosing Nasdaq Boardvantage Some of our existing board members already used the software from other boards they sit on. Review Source Response from Nasdaq December 24, 2019 Hi Renia, We are thrilled to hear that Nasdaq Boardvantage works wonders for your board! Thank you for sharing your thoughts with us. We look forward to continuing to serve you and your colleagues. TS Theo S. Sr IT Engineer Financial Services Used the software for: 2+ years ### "Nasdaq Boardvantage" May 26, 2020 5.0 Our overall experience with Nasdaq BoardVantage has been very positive. Pros Nasdaq Boardvantage is a great place to safely and securely house Board of Director materials. The application is very intuitive which makes for easy use of the application either on a laptop or ipad. Customer support has always been helpful when assisting in any type of question or issue. Cons Only real con is that with the pandemic and everyone meeting not in the same location, Nasdaq BoardVantage does not offer audio/video conferencing along with being able to present content similar to WebEx from a laptop or ipad. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Review Source Response from Nasdaq June 16, 2020 Theo, we appreciate your review of Nasdaq Boardvantage. Our team is dedicated to product innovation and streamlining your workflows, and we look forward to continuing to help our customers adapt to the virtual / remote work environment! MP Milica P. VP & Chief Audit Officer Real Estate Used the software for: 1-2 years ### "Review" January 3, 2020 5.0 Great Pros Several features make it very practical: Ability to structure folders easily, send emails in the software, link to corporate email, change permissions by document, etc. Cons Can be glitchy sometimes in certain browsers Review Source Response from Nasdaq January 9, 2020 Hi Milica - thank you for sharing your thoughts with us! Nasdaq Boardvantage is committed to product innovation to better serve governance needs, and we're very happy to hear your satisfaction with these features. DM Deana M. Corporate Governance Manager Banking Used the software for: 1-2 years ### "Exceptional Service" October 28, 2020 5.0 No insight Pros Drag and Drop functionality, as well as edit/replace functions - make this product above all easy to use. Cons Automated separator pages in the Board Books - we find manual creation works best for us. Reason for choosing Nasdaq Boardvantage No insight Review Source Response from Nasdaq November 16, 2020 Hello Deana, thank you for your review of Nasdaq Boardvantage. We love that you have found our platform easy to use and look forward to continuing to support you and your board. EE Elaine E. Independent director Retail Used the software for: 2+ years ### "Review" October 29, 2020 3.0 It’s a good enough product. Pros Far superior to paper board books. Like that I can open on either computer or iPad. Cons Even though I repeatedly say no security questions every time I open it I get security questions and sometimes it rejects my answers even though they are correct. Can be a bit clunky in moving between inbox items Review Source Response from Nasdaq November 16, 2020 Hi Elaine, thank you for sharing your experience with Nasdaq Boardvantage. We are happy to hear that our device compatability features have helped streamline your workflows beyond a paperless boardroom. We have shared your feedback with our team, and we appreciate your patience as we continue to improve our digital inbox and security features. LC Lisa C. independent board director Insurance Used the software for: 2+ years ### "Multi channel and multi company access" May 26, 2020 4.0 Pros All of my boards all use Nasdaq Boardvantage, so once I learned it, it was easy to translate to the other companies Cons Not all of my boards are on the same version, which sometimes makes Access tricky. For example, there is an issue with continued access using Safari. Review Source Response from Nasdaq June 16, 2020 Hi Lisa, it's great to hear that you are using Nasdaq Boardvantage for all of your boards. Don't hesitate to reach out to our outstanding customer support team if you are having trouble with accessing the latest version of the software. KH Kerry H. EA Building Materials Used the software for: 6-12 months ### "Best customer service on the planet. " May 17, 2020 5.0 My overall experience has been exceptional. It meets all of our Board requirements and we have room to expand our use to other business functions and other features. Pros While I do enjoy the software, the Customer Service far surpasses any other I have ever called. No matter what the question, the people answering the phones ALWAYS have the answer. I do enjoy being able to edit files in the software and my favorite feature is the Presenter Mode. Cons Any issues I have had with the software has been related to my browser, not the software. Reason for choosing Nasdaq Boardvantage I was not part of the sourcing team. I came into my role after it was already implemented. Review Source Response from Nasdaq June 16, 2020 Kerry, thank you for sharing your positive experience using Nasdaq Boardvantage! Our customer service team is fantastic, and we're happy that you think so, too. Thanks again! SS Sophie S. Executive Assistant to the Group General Counsel & Company Secretary Mining & Metals Used the software for: 2+ years ### "Nasdaq Boardvantage review" September 27, 2021 3.0 Pros This software is quite easy to use. It is great for confidential documents. Cons Sometimes, when it does not work, we do not manage to contact our Account manager. Review Source Response from Nasdaq October 15, 2021 Hi Sophie, we appreciate your review on Nasdaq Boardvantage! We are happy to hear you are finding our solutions easy to use and beneficial when hosting your confidential documents. We have also passed along your feedback to our Account Management team. Talk to a Capterra advisor for free and get results within 15 minutes.