OnBoardvsEntityEngine

OnBoard vs EntityEngine: Board Portal vs Company OS

OnBoard runs the board meeting cycle. EntityEngine runs the company record around it. They solve different shapes of the same governance problem, and for a lot of boards OnBoard is the right answer — this page is about telling those two situations apart.

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Why teams compare these

Where EntityEngine takes a different approach

Meetings inside the operating record

OnBoard is strong at the board meeting layer. EntityEngine connects meetings to the entity record, decisions, documents, signatures, and compliance deadlines in one place.

Governance beyond the packet

Board packets and approvals are part of the job. EntityEngine carries decisions into documents, e-signature workflows, filings calendars, and compliance tasks without a handoff.

AI across the company record

OnBoard AI is scoped to the board archive by design. EntityMax reads across governance, documents, deadlines, and entity records — though it answers questions, it does not file anything for you.

Package what you need

Choose engines, users, and meeting seats based on how your organization operates, rather than centering the purchase on board software alone.

What OnBoard does well

A mature, certified board portal built for meeting-heavy governance

OnBoard is one of the most established board management platforms on the market, and it shows in the depth of the meeting cycle: agenda and book building, annotations, committees, voting and approvals, minutes, assessments, and director engagement analytics.

Independently certified: SOC 2 Type II, ISO 27001, ISO 27701, HIPAA and GDPR alignment, plus EU-U.S. Data Privacy Framework certification
Native iOS and Android apps, Zoom and Microsoft Teams integration, Microsoft 365 co-authoring, and DocuSign integration
Real multi-board depth: subsidiary boards and associated entities under one governance umbrella, with entity switching and least-privilege access tied to roles and committees
Governance-continuity features most portals skip — D&O questionnaires, skills tracking, board assessments, surveys, roles and terms management
OnBoard states it serves 6,000+ customers and 175,000+ users, with unlimited committees included at no extra cost

Where teams outgrow the fit

The board portal ends where the entity record begins

This is a scope boundary, not a shortcoming. OnBoard is built to run the board. The operating work that surrounds board decisions — the entity itself, state filings, licenses, registered agent, ownership — sits outside the portal and needs its own home.

Pricing is quote-based; OnBoard does not publish figures and directs buyers to request a demo for options and costs
The AI Suite, SSO, skills tracking, board assessments, and D&O questionnaires are sold as paid add-ons or higher tiers rather than being standard across every plan
Entity formation, annual report deadlines, license tracking, registered agent, and cap table work are outside the product and stay with counsel or other providers
OnBoard AI is deliberately scoped to the board record — a design choice for privacy, but it means questions about filings or entity status are not questions it can answer

How EntityEngine approaches it

The meeting is one event in a wider company record

EntityEngine treats board work as structured operating data that sits next to the entity, its documents, its signatures, and its compliance calendar. The tradeoff is honest: we are younger, we are not certified yet, and we do not match OnBoard feature-for-feature inside the boardroom.

One record across governance, formation, compliance, documents, and AI, so a decision and the filing it triggers live together
Meetings, minutes, decision records, e-signature workflows, and the compliance calendar are the same system rather than four integrations
Package building lets teams choose the operating engines they actually need instead of buying a board tier to reach one feature

How to choose

Which one fits your situation

Choose OnBoard if

Your procurement or risk team requires an independently certified vendor — SOC 2 Type II, ISO 27001, ISO 27701, HIPAA, or GDPR programs
Directors expect polished native iOS and Android apps, offline annotations, and Zoom or Teams built into how they already meet
You govern subsidiary boards, joint ventures, or portfolio companies and need separate workspaces and permissions per entity under one login
Governance continuity matters: D&O questionnaires, skills tracking, board assessments, surveys, and roles and terms management

Choose EntityEngine if

Board decisions keep spilling into filings, documents, signatures, and deadlines that live in other tools or in someone’s inbox
You want the compliance calendar, document vault, e-signature workflow, and meeting record to be one system rather than four integrations
You are forming or running a small number of entities and want formation, governance, and compliance in the same place
You want an AI assistant that can answer across the company record, not only the board archive — and you can accept a younger, uncertified platform

Feature-by-Feature Comparison

Feature	EntityEngine	OnBoard
Board Portal
Board Member Directory
Committee Management		Unlimited committees included
Meeting Management
Video Meetings	Built in	Zoom & Teams integrationUses the tools you already run
Board Packet Builder	Assembly onlyPacket assembly; the in-app PDF reader and annotation are not enabled yet
Packet Annotations	Built but not enabled in production yet
Minutes		Minutes builder; Minutes AI is an add-on
Digital Voting & Approvals		Premium and above
Document Library
E-Signatures	Add-on engine	Premium and abovePlus DocuSign integration
Decision Records	Lifecycle-locked with audit history	Meeting and approval record
D&O Questionnaires, Skills Tracking, Assessments		Ultimate tier or add-on
Native iOS & Android Apps	Mobile web today
AI Assistant	Across the company recordEntityMax answers questions; it does not file for you	Board archive, cited answers
Security & Trust
SOC 2 / ISO 27001 Certification	Designed for SOC 2 readiness; not certified	SOC 2 Type II, ISO 27001, ISO 27701
HIPAA & GDPR Programs
No AI Model Training on Your Data
Entity & Ownership
Entity Formation	Delaware & Florida LLC today	Outside product scope
Multi-Entity Management	One entity per plan	Subsidiary boards, entity switching
Registered Agent	BetaAdd-on in beta; fulfillment not general availability
Equity & Cap Table	In development, not available today
Compliance
Annual Report Tracking		Handled by counsel or a compliance provider
Compliance Calendar & Reminders
Good Standing Signals	BetaDerived from your compliance record, not a state lookup
License Intelligence	Beta
BOI / FinCEN Filing	Deadline tracking onlyNo filing workflow today
Pricing & Packaging
Published Price List		Quote after a demo
Free Trial or Self-Serve Signup	Self-serve signup	Free trial available
AI Packaging	Included engine	AI Suite add-on
Buy Only the Engines You Need		Tier plus add-ons

Pricing Approach

Two different things are being priced

OnBoard sells Essentials, Premium, and Ultimate packages and does not publish figures — you request a demo and a team member walks through options and costs. EntityEngine does not publish a public price list either; the public pricing page is a package builder with a contact motion.

EntityEnginePackage Builder

EntityEngine treats board management as one engine inside the company operating record, packaged with the surrounding workflows that keep an entity current and decision-ready.

Choose engines: formation, governance, compliance, documents, AI
Scale with user and meeting-seat blocks
Each plan covers one entity; additional entities are separate plans
Built for directors, operators, counsel, finance, and owners on one record
Public pricing page is a package conversation, not a published rate card

Configure your package →

OnBoardQuote-Based Packages

OnBoard publishes three tiers — Essentials, Premium, and Ultimate — and tells buyers to "choose a plan that matches your size and governance maturity, then add what you need as you grow." Actual pricing comes from a demo conversation.

Essentials covers agenda and book builder, mobile apps, Zoom integration, annotations, permissions, calendar integration, and resource library
Premium adds minutes builder, Microsoft 365, task management, voting and approvals, surveys, and eSignatures
Ultimate adds SSO, D&O questionnaires, skills tracking, board assessments, and director training
AI Suite (Minutes AI, Book AI, Agenda AI) is listed as an add-on across tiers, as are SSO and assessments
Unlimited committees are included at no extra cost; a free trial is available

See how OnBoard prices →

The practical difference is scope, not sticker price. OnBoard packages board management with certified security and deep meeting features. EntityEngine packages governance alongside formation, compliance, documents, and AI. Neither company will hand you a number off a web page today.

In depth

OnBoard vs EntityEngine: a deeper look

OnBoard is the right call when the board meeting cycle is the job

If your central problem is running secure, well-prepared board and committee meetings — and proving to auditors, regulators, or a risk committee that the platform is certified — OnBoard is a mature answer with a long track record.

Essentials gives boards a foundation for secure agendas, books, mobile access, annotations, permissions, and resource libraries.
Premium and Ultimate add minutes, voting and approvals, surveys, eSignatures, SSO, skills tracking, D&O questionnaires, and assessments.
Independent certification (SOC 2 Type II, ISO 27001, ISO 27701) is a real procurement advantage that EntityEngine cannot match today.
Subsidiary and multi-board support is genuinely deep: separate workspaces, records, and permissions per entity, with one-click switching.

EntityEngine connects board work to the record around it

A board action usually depends on an entity, a document, a signature, or a filing deadline. EntityEngine treats those as connected objects in one system instead of a handoff between a portal, a law firm, and a compliance vendor.

Board decisions sit beside entity records, e-signature workflows, and the compliance calendar.
Minutes, resolutions, and decision records are lifecycle-locked with audit history — we do not claim cryptographic immutability.
Counsel, finance, directors, and operators work from one durable record rather than reconciling four exports.

How the two AI approaches differ

OnBoard AI is scoped to the board archive on purpose: it cites minutes and documents on your record, respects director-level permissions, and states that no model learns from your data. EntityMax has a wider surface — governance, documents, deadlines, and entity records — with the same commitment not to train on your data.

OnBoard AI covers agenda drafting, book summaries, live minutes transcription, and archive search.
EntityMax can answer across the company record: what the board approved, what deadlines are coming, which documents changed.
Neither assistant should be trusted to submit a government filing — EntityMax answers and drafts; a human still files.

FAQ

OnBoard vs EntityEngine: FAQ

When is OnBoard the better choice?

When the board meeting cycle is the whole job, when procurement requires SOC 2 Type II or ISO 27001 certification, when directors need native iOS and Android apps, when you govern many subsidiary boards from one login, or when you need D&O questionnaires, skills tracking, and board assessments. OnBoard is stronger than EntityEngine on all of those today.

Is EntityEngine an OnBoard alternative?

For teams whose real problem is wider than the boardroom, yes. EntityEngine puts board management next to entity records, documents, e-signature workflows, and compliance deadlines. For a board that only needs a certified portal with deep meeting features, OnBoard is a better fit.

How does EntityEngine pricing compare to OnBoard?

Neither company publishes a price list. OnBoard sells Essentials, Premium, and Ultimate packages and directs buyers to a demo for costs. EntityEngine’s public pricing page is a package builder with a contact motion — you pick the engines, users, and meeting seats you need and we quote from there.

Can we migrate our board content from OnBoard?

You can upload historical board books, minutes, and documents into the EntityEngine document vault, and our team will help with a bulk load. There is no automated OnBoard connector today, so treat migration as an assisted export-and-upload rather than a one-click transfer.

Does EntityEngine support multiple boards, committees, and entities?

Committees and subcommittees are fully supported with per-committee quorum rules, role-based access, and committee-scoped document sharing. Entities are different: each EntityEngine plan covers one entity, so a multi-entity group needs a plan per entity. OnBoard’s subsidiary-board model is more mature here.

Is the AI assistant included or an add-on?

EntityMax is included as an always-on engine across EntityEngine records. OnBoard lists its AI Suite — Minutes AI, Book AI, and Agenda AI — as an add-on across packages. OnBoard AI is scoped to the board archive and cites its sources; EntityMax covers a wider record.

How does EntityEngine compare on security certification?

Honestly: OnBoard is ahead. OnBoard holds SOC 2 Type II, ISO 27001, and ISO 27701 certifications and supports HIPAA and GDPR programs. EntityEngine is designed for SOC 2 readiness with encryption, granular role permissions, and audit history, but holds no certification today. If a certificate is a procurement requirement, that decides it.

Sources, accessed 2026-08-12

Every OnBoard price and capability on this page comes from a page we fetched and read. Where we could not verify a claim, we say so instead of asserting it.

OnBoard — Board Portal Pricing & Packaginghttps://www.onboardmeetings.com/board-portal/pricing/Essentials / Premium / Ultimate tiers and their contents, quote-based pricing with a demo motion, AI Suite and SSO as add-ons, unlimited committees included
OnBoard — Board Management Software & Board Portalhttps://www.onboardmeetings.com/Product scope and module list, stated customer metrics (6,000+ customers, 175,000+ users), certification list, target roles and industries
OnBoard — Board Portal Featureshttps://www.onboardmeetings.com/board-portal/Agenda and minutes builder, task management, approvals and voting, eSignatures and DocuSign, secure messenger, iOS and Android apps, meeting analytics, Zoom and Teams, Microsoft 365, assessments, surveys, diversity reporting, roles and terms, skills tracking, D&O questionnaires
OnBoard — SOC 2, ISO 27001, HIPAA & GDPR Compliancehttps://www.onboardmeetings.com/board-portal/compliance-certifications/SOC 2 Type II examination, ISO 27001 and ISO 27701 certification, HIPAA and GDPR programs, EU-U.S. Data Privacy Framework certification, penetration testing
OnBoard AI — AI-Enabled Board Softwarehttps://www.onboardmeetings.com/onboard-ai/Agenda AI, Book AI, Minutes AI, and AI Assist capabilities; permission-aware retrieval; source citation; no model training on customer data; Azure processing
OnBoard — Committee & Multi-Board Managementhttps://www.onboardmeetings.com/board-portal/committees-and-multi-board/Subsidiary boards and associated entities under one governance umbrella, entity switching, committee-scoped least-privilege access and templates
OnBoard — Free Trial Requesthttps://www.onboardmeetings.com/board-portal/trial-request/A free trial is offered, alongside a demo and plan-selection conversation with a solution expert

See EntityEngine for yourself

Choose the governance, compliance, formation, document, and AI engines your organization needs. If a certified, mature board portal is the whole job, OnBoard is a strong choice and we will say so.

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