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

7 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    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 is the trusted choice of credit unions, financial institutions, crown corporations, non-profits and public companies across North America. 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 Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions

Vendor has not completed this information.


Aprio Reviews Recently Reviewed!


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 easy to use and the support team is amazing.

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: Aprio is user friendly and allows easy access to secured confidential Director and Governance documents.

Cons: I think the only improvement that I can recommend is being able to drag and drop documents to create a workbook.

Overall: It provides a secure portal where I can easily upload confidential meeting materials for the Directors to access without having to print large documents. The documents are assessable on and offline.

Vendor Response

by Aprio on March 23, 2018

Thank you so much Queenie for the review. We really appreciate your feedback. To clarify on your requested improvement: dragging & dropping documents is available within Events. We are working on adding that functionality to the Library, so stay tuned.

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 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!

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.

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!

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.