Who Uses This Software?

Aprio board portal is chosen by financial institutions, crown corporations, non-profits and public companies to achieve transparent communication, efficient decisions and well-run board meetings.


Average Ratings

12 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Aprio
  • aprio.net/
  • Founded 2003
  • Canada

About Aprio

Aprio's full-featured board portal delivers premium features without premium pricing. Aprio helps organizations large and small to achieve transparent communication, efficient decisions and well-run board meetings, all with top security and industry-leading customer service and loyalty. Aprio is the trusted choice of credit unions, financial institutions, crown corporations, non-profits and public companies across North America.


Aprio Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions
  • Annual Filings
  • Archiving & Retention
  • Company Formation
  • Company Register
  • Dividend Administration
  • Document Templates
  • Important Dates Reminders
  • Multi-Company
  • Officer Management
  • Shareholder Management
  • Action Item Tracking
  • Agenda Management
  • Attendee Management
  • Board Meetings
  • Committee Meetings
  • Internal Meetings
  • Invitation Management
  • Legislative Meetings
  • Materials Management
  • Meeting Preparation Tools
  • Meeting Room Booking
  • Minutes Management
  • Post-Meeting Tools
  • Scheduling
  • Travel Management
  • Voting Management

Aprio Reviews Recently Reviewed!


I have been using Aprio for the last few years and I don't know how I managed our Board prior to it!

Mar 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease of use is amazing. Aprio took the time to introduce their product in a way that was easy to follow and understand. They carefully explained each function of the app and how it would make my job as an Executive Assistant easier. I cannot believe how supportive the team at Aprio is whenever I have questions and how they also take the time to assist with my directors when issues arise. I have never received the quality of service from any other supplier or connection and they provide that service in the most professional and efficient way. Extremely timely application updates and they are always improving - and they really do want to hear from their customers what "we" want to see!

Cons: I can not think of one negative thing about Aprio and their team! Honestly - they are that good! I don't know what I would ever do without the application or the support team! The Directors love the program!

Vendor Response

by Aprio on March 22, 2018

Thank you so much Christie for your kind words - we appreciate your support!

Easy to navigate. Makes the office more efficient and organized. No more hard copies. Love it!

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is a library for all of our important documents. It is confidential. Allows me to use my time more efficiently. Do not have to spend hours photocopying. Allows auditors, legal counsel etc to access documents with temporary access. Board always have access to what they need. We use the online voting often especially since board meetings have been reduced. Management can have something approved within days.

Cons: More functionality in the resolutions section. Need to know exact numbers not just 'passed'. When allowing access to a folder etc should be able to add users individually rather than having to always create a group. Especially for small numbers of users. I.e. one or two users.

Vendor Response

by Aprio on March 14, 2018

Thank you so much Rose for the review - appreciate the feedback!

I love this software.

Mar 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It does it all. I also like the fact that if I have any issues, the Aprio team is always right there to help me out. Also, the Aprio team is always updating the software.

Cons: I wish there was an easy way to change the name of a folder and be able to retain all of the documents posted under the previous name.

Overall: The Board has immediate access to any information and we save on paper costs

Vendor Response

by Aprio on March 23, 2018

Thank you Barb for your support!

There is an easy way to change a folder name in Aprio. Simply click on the folder you'd like to change, then click on the "edit" icon to the left of the folder name. From there you can update the name and re-save. If you need any help, give us a call at 1-855-55-APRIO (1-855-552-7746).

Aprio is very user friendly.

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once you get into Aprio and start moving around you find the ease of use. The support team is available, helpful, friendly & open to suggestions for additional features.

Cons: The app is not available on iPhone. The computer app is great!

Overall: Everything we need to communicate with our board members is right at our fingertips. We can do everything on Aprio.

Vendor Response

by Aprio on September 17, 2018

Thanks so much Tammie for your support!

Stay tuned for news about an iPhone app - that's definitely on the product roadmap and coming soon.

Distribution and sharing of meeting material and resources couldn't be much easier.

Mar 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to learn for all (administrators and especially non-tech users)! Our entire board is accessing through the ios app.

Cons: Using the app, users have not been able to view the meeting they are to attend. They need to go into settings and re-sync to view upcoming meetings.

Overall: More efficient distribution of meeting material and the sharing of resources with Board members.

Vendor Response

by Aprio on March 13, 2018

Thanks Ken for the review - we really appreciate your support.

Understand the frustration on syncing to see all future meetings. To see all your meetings, please set your timeline to extend past your last board meeting. E.g. if the timeline is set to Feb 2017-Feb 2018 the app will only sync info up to Feb 2018. Feel free to contact our Support team at 1-855-55-APRIO (1-855-552-7746) for a quick tutorial if needed.

Completely satisfied with Aprio

Sep 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

easy to use, still trying to get our board use to the new program

Mar 15, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Having a secure place to sensitive documents that we need to have our board see. I think they just need more training.

Cons: My board would like to use the discussion portion but is not feeling secure of others see the conversations . They don't want the admin to see it either. I have tried it out for them and I don't see that is something I would trust either.

Vendor Response

by Aprio on March 19, 2018

Thank you so much Teresa for your review - we appreciate your support.

We can definitely provide more training for the Kitsap Credit Union board, at your convenience and at no extra charge. Just give us a call at 1-855-55-APRIO (1-855-552-7746) to set something up.

For discussions (and many other features in Aprio): access can be restricted by "group." When you set up a group and give the group access to discussions, only the members of that group + full admins can see those discussions.

To make group discussions fully private adn remove an admin role, you need to assign a "sub-admin" status to an existing group member (eg another board member) and mark the discussions private. This will lock out full admins from accessing discussions.

We would be pleased to walk you through this step-by-step. Just give us a call!

Using APRIO

Sep 04, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the ease of using APRIO not only for mysel but for my Board members...wherever they are. Meetings are accessible, information is readily available and all items are archive to reference. Thanks for making my job manageable!

Cons: I do find it challenging to keep all the information properly files in folders...but that is only because we are using it so much!

Overall: I am so happy with the software as it allows me to ensure that theBoard is properly set up and always prepared. No matter where I am or where the Board members are, I am able to prepare them for the next meeting.

Vendor Response

by Aprio on September 05, 2018

Thanks so much for this wonderful review Kate! We're pleased that you're finding Aprio helpful in making your job more manageable.

Aprio Review

Sep 18, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that it is a central location to house all documents, not just those in the meetings and the flexibility to set up events differently depending on the need.

Cons: The app is not available on IPhone. Also, there is a lag in the system which makes difficult to review the documents without exiting and signing back in.

Vendor Response

by Aprio on September 20, 2018

Thank you Patrick for your support. Stay tuned for news about an iPhone app - that's definitely on the product roadmap and coming soon.

Aprio is extremely user friendly. We rely on it heavily for our board members.

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The quick add function to add multiple files at once makes it very easy to add board packages with up to 50 documents in each package.

Cons: I feel like the organization of the library could be better however I have not spent much time sorting it since taking over this roll.

Vendor Response

by Aprio on March 14, 2018

Thanks Melissa for your feedback! Appreciate your support.

Working with Aprio

Sep 19, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - great support when learning the software both for the administrators and members using the program

Cons: - linking documents from library and surveys

Overall: We finally have everyone reading the latest version of documents and information. No more printing huge paper packages and documents.

We used Aprio for our Directors and it is probably one of the best portals I've worked with.

Jul 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Simple and easy to use, the team is always very responsive when there's a question or issue. I can easily build board packages and send a link to the Directors. We also saved all our corporate policies, governance documents and Minutes here where it's easily assessable. Pricing is very reasonable too.

Cons: No complaints, this is one of the best and most simple Board Portals I've used. Our Directors never had an issue with Aprio.

Awesome Board Portal Software

Sep 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is so easy to use. You can load and store board meeting material on aprio so easily. It's secure and if you make a mistake...it is very forgiving and easy to fix

Cons: The system has issues with loading locked pdfs.

Overall: It is an amazing tool for making board meetings go smoothly. You save on printing costs, mailing costs, if applicable and it provides security for sensitive information.

Vendor Response

by Aprio on September 10, 2018

Thanks for your support Pat!

To address your comment re. locked pdfs - we recommend not locking PDFs when loading to Aprio for ease-of-use, since the security of the software will protect the PDF. You can also control which individuals have access to the PDF for further controls.

If you do prefer to load locked PDFs, they are viewable within Aprio, after entering the password of the PDF. Or, they can be downloaded individually. That's an extra step for users though & downloads are discouraged for security reasons, so we recommend not locking PDFs to begin with.

Hope that helps & as always, feel free to reach out to us if you have any questions!
~Karen Peacey, Director Customer Relations