Board Portal for Credit Unions and Banks
Simple, Secure, and Web-Based
If you need a secure way to share board packets, agendas, and minutes - without the cost and complexity of standalone software - our web-based board portal is the perfect fit. Built specifically for credit unions and banks, it's fully functional, easy to access, and secure from any device.
Designed for Financial Institutions
- Secure file access for board members and key internal personnel only
- MFA is an option, and can be restricted by IP.
- Agendas, attachments, and minutes - all organized in one place
- No software required
- Mobile-friendly and easy to navigate
Built for How You Work
This isn't bloated board software with a 6-week learning curve. It's a focused, usable tool built for the real-world needs of credit unions and community banks.
Simple, Affordable Pricing
We believe board portals shouldn't cost a fortune - especially when they're built for credit unions and community banks. That's why we've priced ours to be an easy decision:
- $1,450/year if you're already using our intranet
- $1,950/year as a standalone tool
No per-user fees. No limits. Just a secure, web-based portal that works on any device.
Frequently Asked Questions
How much does the board portal cost?
If you're already using our intranet, the board portal is just $1,450 per year. For standalone use, it's available for $1,950 per year - still far less than most standalone board software. There are no per-user fees or usage limits.
Do we need your intranet to use the board portal?
No. The board portal is optionally bundled. You can use it as a standalone tool, or integrate it seamlessly with our intranet platform for even more functionality.
