What is a board portal?
A board portal is secure software where a board keeps its meeting materials, runs agendas, votes, signs documents and records minutes. It replaces emailed PDFs and printed board books. Vendors also call it board management software, and the two terms mean the same thing.
The best board portals for you depend on three things: how many people sit on the board, what you can spend, and whether anyone will ask you for a security certificate. A public-company board and a ten-person volunteer board need very different tools. This guide compares eight board portals on facts we could check, and it labels each one by who it fits.
After years of building Board Director and training directors through the Board Director Institute, I have seen where board software helps and where it stops. This guide covers both: the portals, and the gaps around them.
How we chose and scored these board portals
We compared eight board portals using published facts only. Everything below was read from vendor pages, G2, the Apple App Store and named surveys on October 30, 2026. We did not take vendor claims on trust, and we did not rank the portals from one to eight.
- Review scores. We used G2's Board Management Software category, which lists 128 products. We took the board portals with the most reviews: OnBoard, Diligent Boards, Azeus Convene, BoardEffect, BoardPro, Boardable, Board Intelligence and Nasdaq Boardvantage. We left out Decisions AI, a Microsoft Teams meeting tool, and BoardPAC, which we did not research in depth.
- Price. We count a price only if the vendor posts it. Two of the eight do. The other six send you to a quote form.
- Security. We list the certifications each vendor names on its own security page. We did not audit them. Ask any vendor for the current certificate and the audit type.
- Phone apps. We use the Apple App Store rating and the number of ratings, because directors read board books on phones and tablets.
- User complaints. We read G2's complaint tags and the first page of reviews for each portal, plus TrustRadius reviews for the gaps section. A tag count shows how many reviews mention a topic, not how many people.
- Review quality. G2 marks some reviews as incentivized, meaning the vendor invited the reviewer. All 10 reviews on Nasdaq Boardvantage's first page carried that tag, and so did 9 of 10 for BoardEffect. All 10 of BoardPro's were organic. Read star ratings with that in mind.
- Not used. We did not use Capterra or Google reviews. Capterra's pages blocked our check on the day, and we do not print scores we have not seen.
Disclosure: we make EntityEngine, a board portal alternative. It is not scored in this list. We describe it separately, with its limits, in the alternative section.
The best board portals in 2026
Here are the eight, in order of G2 review count. Each has a Best for label. Prices are as posted on October 30, 2026.
OnBoard: best for boards that need directors to actually use it
OnBoard has the most G2 reviews of any board portal, with 4.7 out of 5 from 694 reviews. It says more than 6,000 customers use it, and it sells three tiers: Essentials, Premium and Ultimate.
- Starting price: quote only. OnBoard says committees cost nothing extra, and it offers a free trial.
- Security: SOC 2 Type II, ISO 27001 and ISO 27701, stated on its compliance page.
- Phone app: 4.7 stars from 4,843 ratings on the Apple App Store. That is by far the most ratings in this group.
- What reviewers flag: a steep learning curve for permissions, and cost. Both are small groups. The largest complaint tag appears in 6 of 694 reviews.
- Watch for: some tools, such as single sign-on and the AI Suite, are included only on the top tier or sold as add-ons.
Diligent Boards: best for large and public-company boards
Diligent Boards is the best-known enterprise board portal. G2 reviewers give it 4.5 out of 5 from 497 reviews. Diligent says 25,000 organizations in 130 countries use its products, and it sells related products for entity records and AI.
- Starting price: quote only. Its pricing page says packages are tailored to the size of the organization.
- Security: ISO 27001 and annual SOC 2 Type II audits, per Diligent's trust page.
- Phone app: 3.2 stars from 55 ratings, well below its 4.5 on G2.
- What reviewers flag: navigation and search, document handling and missing features. Those tags appear in 23, 23 and 22 of 497 reviews. Reviewers also say it costs too much for small organizations.
- Watch for: entity records are a separate Diligent product, so the portal covers the board and not the company records behind it.
Azeus Convene: best for enterprises that want cloud or on-premise hosting
Convene scores 4.8 out of 5 from 411 G2 reviews, tied for the highest score in this group. Most of the reviews we read were tagged as incentivized. It is made by Azeus Systems, a software company listed on the Singapore Exchange.
- Starting price: not published. Convene sells per user per year, and its quote form starts at a band of up to 10 users.
- Security: its security page shows ISO 27001, 27017 and 27018 logos, and its FAQ says it is SOC 2 accredited without naming the type. Part of its ISO wording refers to its hosting facilities, so ask for the certificate.
- Phone app: 5.0 stars, but from only 3 ratings. That is too few to mean anything.
- What reviewers flag: cost is the top complaint tag, in 16 of 411 reviews. Connectivity follows, in 14.
- Watch for: no nonprofit discount is published.
BoardEffect: best for nonprofit, healthcare and higher-education boards
BoardEffect is now owned by Diligent and aims at mission-driven boards. G2 reviewers give it 4.4 out of 5 from 333 reviews, and it says more than 5,000 customers use it.
- Starting price: quote only, with two packages. Pro covers one board and Plus covers unlimited boards. No nonprofit discount is published.
- Security: ISO 27001, 27017 and 27018, SOC 1, SOC 2 and HIPAA/HITECH, per its security page. It does not say which SOC 2 type. For healthcare boards, it says it signs HIPAA business associate agreements.
- Phone app: 3.5 stars from 48 ratings.
- What reviewers flag: documents, ease of use and limited functionality, in 19, 17 and 15 of 333 reviews. Reviewers are split on a 2026 interface change.
- Watch for: nine of the ten reviews on G2's first page were incentivized. Its own site offers a 30-day trial, while G2 says it has none, so ask.
BoardPro: best for small boards, nonprofits and schools
BoardPro publishes its prices, which is rare in this market. It scores 4.8 out of 5 from 328 G2 reviews, and all 10 reviews on G2's first page were organic. It says 4,000 boards use it.
- Starting price: $165 per board per month, with unlimited users. Premium is $275 and Ultimate is $440. Subcommittees cost extra.
- Nonprofits and schools: eligible nonprofits pay $990 to $3,520 a year, depending on tier and size, which BoardPro lists as 40% or 20% off. Hospitals, government-funded nonprofits and some religious groups are excluded.
- Security: BoardPro claims no certification of its own. It points to Microsoft Azure's certifications, and its data is hosted in Australia.
- Phone app: a new app launched in September 2026 and has no Apple rating yet.
- What reviewers flag: limited functionality and limited customization, in 8 and 7 of 328 reviews. It does not host video meetings. You paste in a Zoom, Teams or Meet link.
- Watch for: voting, annotations, e-signatures and AI start at the Premium tier.
Boardable: best for nonprofits that want a per-user price
Boardable is built only for nonprofits. It scores 4.5 out of 5 from 273 G2 reviews and says thousands of nonprofits use it.
- Starting price: $20.99 per user per month on Essentials, billed annually. That is first-year pricing, and the renewal price is not stated. Professional starts at $29.99 and Professional+ at $35.99.
- Seats: every user takes a paid seat, including view-only observers. A ten-person board on Essentials would pay about $2,519 in the first year.
- Nonprofit discount: its plans page says it offers no additional nonprofit discounts, while its homepage mentions volunteer discounts. Ask before you assume.
- Security: SOC 2 Type II. ISO 27001 is on its roadmap and not yet held.
- Phone app: 3.9 stars from 11 ratings. Its help center says the phone app cannot create meetings or build agendas.
- What reviewers flag: documents, limited functionality and limited customization, in 13, 12 and 12 of 273 reviews. It offers a 14-day trial with no credit card.
Board Intelligence: best for large boards that want better board papers
Board Intelligence pairs a portal with tools and advisory help for writing board reports. It scores 4.6 out of 5 from 264 G2 reviews, and it says 80,000 or more directors and executives trust it.
- Starting price: not published. Its portal page offers tailored pricing.
- Security: it says it is ISO 27001 certified and lists UK-hosted servers. We found no SOC 2 claim.
- What reviewers flag: G2 shows a "not intuitive" tag in 5 reviews. We could not read its review text, so the complaint data is thin.
- Watch for: it also sells IQ Entities, a separate entity-management product.
Nasdaq Boardvantage: best for public companies and regulated organizations
Nasdaq Boardvantage scores 4.6 out of 5 from 246 G2 reviews and is listed first in G2's default ordering of the category. All 10 reviews on G2's first page were tagged incentivized.
- Starting price: not published. Nasdaq says its pricing has no hidden fees, and G2 describes a one-time implementation fee based on user count.
- Security: Nasdaq says the service is SOC 2 Type II audited and that its security management system is ISO 27001 certified.
- Phone apps: 4.0 stars from 54 ratings for the current Boardvantage Go app, and 3.4 from 54 ratings for the older app.
- What reviewers flag: document management (6 tags) and calendar integration (4 tags) across 246 reviews. Individual reviewers mention linking items, permissions and admin setup.
- Watch for: Nasdaq's own page lists its AI assistant as coming soon, while G2's vendor text describes it as available.
Key factors to compare board portals
These two tables put the facts side by side. The first covers fit, price and review score. The second covers security claims and phone apps.
| Board portal | Best for | Starting price | G2 rating | Key differentiator |
|---|---|---|---|---|
| OnBoard | Boards that need high director adoption | Quote only | 4.7 (694 reviews) | Most reviews of any portal; committees cost nothing extra, per the vendor |
| Diligent Boards | Large and public-company boards | Quote only | 4.5 (497 reviews) | Largest scale, plus related products for entity records and AI |
| Azeus Convene | Enterprises that want cloud or on-premise hosting | Quote only, per user per year | 4.8 (411 reviews) | Single-tenant cloud or on-premise hosting |
| BoardEffect | Nonprofit, healthcare and higher-education boards | Quote only | 4.4 (333 reviews) | Owned by Diligent; signs HIPAA business associate agreements |
| BoardPro | Small boards, nonprofits and schools | $165 per board per month | 4.8 (328 reviews) | Posted prices, unlimited users, per board and not per seat |
| Boardable | Nonprofits | $20.99 per user per month, billed annually | 4.5 (273 reviews) | Built only for nonprofits; every user, observers included, takes a seat |
| Board Intelligence | Large boards that want better board papers | Quote only | 4.6 (264 reviews) | Pairs the portal with board-paper writing tools and advisory help |
| Nasdaq Boardvantage | Public companies and regulated organizations | Quote only | 4.6 (246 reviews) | Backed by Nasdaq; SOC 2 Type II and ISO 27001 stated |
Only BoardPro and Boardable post a starting price. For the other six, ask for the price in writing.
| Board portal | Certifications named on the vendor's own page | iPhone app rating |
|---|---|---|
| OnBoard | SOC 2 Type II, ISO 27001, ISO 27701 | 4.7 (4,843 ratings) |
| Diligent Boards | ISO 27001, SOC 2 Type II | 3.2 (55 ratings) |
| Azeus Convene | ISO 27001, 27017 and 27018 logos; "SOC 2 accredited" with no type given | 5.0 (3 ratings) |
| BoardEffect | ISO 27001, 27017, 27018, SOC 1, SOC 2 (type not given), HIPAA/HITECH | 3.5 (48 ratings) |
| BoardPro | None of its own; relies on Microsoft Azure's certifications | New app, no rating yet |
| Boardable | SOC 2 Type II; ISO 27001 not yet held | 3.9 (11 ratings) |
| Board Intelligence | ISO 27001 and ISO 9001; no SOC 2 claim found | Not checked |
| Nasdaq Boardvantage | SOC 2 Type II, ISO 27001 | 4.0 (54 ratings), current app |
A short list of certifications is not a weakness for a small board. It becomes one when your auditors or insurers ask for a certificate.
Where do board portals fall short?
Most board portals are built around the meeting. Of 42 Diligent reviewers summarized by TrustRadius in 2026, 71% name board and committee meeting materials as their main use. That is useful, and it leaves several gaps.
| Gap | What the evidence shows | Source |
|---|---|---|
| Boards still use personal email | 56% of board members use personal email for board matters, and 55% of boards that already have a portal still do. | Forrester Consulting for Diligent, 2018, 411 governance professionals |
| Portals stop at the meeting | Reviewers of Diligent ask for better follow-up on action items and for notices of decisions to people outside the portal. Boardable and OnBoard reviewers praise their task tools, so tracking exists but is thin. | TrustRadius reviews, 2023 to 2026 |
| Cost and seats | Price is the most repeated complaint across Diligent, OnBoard, Boardable and Convene reviews. Convene's top complaint tag is Expensive, in 16 of 411 reviews. Boardable charges a seat for view-only observers. | TrustRadius; G2; vendor plan pages |
| Search, AI and phone apps are uneven | Diligent's iPhone app is rated 3.2 from 55 ratings. 24% of Diligent reviewers had not yet used its AI features, and one BoardEffect reviewer says its AI summaries do not work. | Apple App Store; TrustRadius, 2026 |
| Company records sit elsewhere | The portals we read describe board meeting work. Entity records are sold as separate products, such as Diligent Entities and Board Intelligence's IQ Entities. No reviewer we read mentioned state filings. | Vendor product pages; reviews |
| Access controls can fail | In 2025 Diligent said about 64,000 files in BoardDocs, about 1% of those stored, were made accessible that should have been private, for a few months. | The 74, June 12, 2025 |
None of these gaps means a portal is a bad buy. They mean a portal covers the meeting, and you need a plan for the rest.
Why do boards still use personal email?
Boards use personal email because it is easy, and many portals do not remove the habit. In a 2017 survey by NYSE Governance Services and Diligent, nine out of ten directors used personal email at least occasionally, and only 8% said their IT or data security team had any role in approving how the board communicates. Both sponsors sell board software, so weigh the survey with that in mind.
The risk is not only security. Law firms have warned that directors' personal emails and texts can be pulled into litigation, as happened in the 2019 Papa John's dispute.
What happens to a decision after the vote?
In most portals, the decision becomes a line in the minutes. Diligent reviewers say directors cannot always see the tasks assigned to them, and ask for decisions to reach people who are not in the portal. A governance consultancy, Independent Audit, warns boards against using a portal as an electronic library of the same PDFs they used to print.
We wrote about this gap in why board decisions get lost before staff carry them out. The short version: a decision is finished when the work is done, and the board can see that it was.
Board portal alternative: when the portal is not enough
A board portal alternative covers the same board work and also connects each decision to the work and records behind it. We build EntityEngine for that gap. It is not the right choice for every board.
- Board work: a board directory, committees with quorum rules, meetings with built-in video, packets, minutes, voting and resolutions. See the Board Engine.
- After the vote: the Decision Vault records each motion, and the Decision Engine turns it into projects and tasks with owners and due dates.
- Records and deadlines: documents, signatures and a compliance calendar that tracks annual report deadlines, so the board's decisions sit next to the filings they affect.
- Ask Max: an assistant that answers only from your own records, shows its sources and respects each person's permissions. Read how EntityMax works.
What it does not do: EntityEngine holds no SOC 2 or ISO 27001 certification today. Our security program is designed for SOC 2 readiness, which is not an audit report. We are also younger than every portal above and do not match them feature for feature inside the boardroom. If a certificate is a hard requirement, start with one of the certified portals.
We keep side-by-side pages for Diligent, OnBoard, BoardEffect and BoardPro, including where each one is the better call.
Which board portal is best for your organization?
The best fit depends on your industry and on who is buying. Use the fit signal in this table to decide what to ask for first.
| Industry | Fit signal to look for | Portals to check first |
|---|---|---|
| Public companies and regulated firms | SOC 2 Type II and ISO 27001 named on the vendor's own page, audit logs and single sign-on | Diligent Boards, Nasdaq Boardvantage, OnBoard, Azeus Convene |
| Large nonprofits and foundations | Committees at no extra cost, a negotiated nonprofit rate and strong director adoption | OnBoard, BoardEffect, Diligent Boards |
| Small nonprofits and volunteer boards | A posted price, per-board or low per-seat pricing, and a short setup | BoardPro, Boardable |
| Healthcare boards | HIPAA language and a willingness to sign a business associate agreement | BoardEffect, Boardable |
| Schools and higher education | School or education pricing and a clear account of how private folders are protected | BoardPro, BoardEffect |
| Companies that want better board papers | Report-writing tools and templates, not only file storage | Board Intelligence |
| Boards that want decisions to become work | A task or project created from each vote, with the entity records in the same place | EntityEngine (ours), or ask any portal how it tracks tasks |
Fit signals are things you can check on a vendor's pricing and security pages in ten minutes.
What is the best board portal software for nonprofits?
The best board portal software for nonprofits is usually the one that posts its price and does not charge for every observer. BoardPro prices per board with unlimited users and gives eligible nonprofits 20% to 40% off. Boardable prices per user and counts every observer as a seat. BoardEffect and OnBoard are common in larger nonprofits but need a quote.
- Check eligibility first. BoardPro's nonprofit discount excludes hospitals, government-funded nonprofits and some religious groups.
- Very small organizations: BoardPro also runs a free-for-life program for organizations with annual expenses under NZD 500,000.
- Look past the meeting. Nonprofit boards also carry annual filings. Missing them can cost you your status. See what happens if you miss three IRS filings.
Proof: the numbers behind this guide
Every figure below comes from a source we opened on October 30, 2026. Several surveys were run with vendors that sell board software, and we name the publisher each time.
| Number | What it measures | Source |
|---|---|---|
| 128 | Products listed in G2's Board Management Software category. We reviewed eight. | G2, October 30, 2026 |
| 694 | G2 reviews for OnBoard, the most of any board portal. Diligent Boards has 497 and Convene 411. | G2, October 30, 2026 |
| 2 of 8 | Portals that post a starting price: BoardPro and Boardable. | Vendor pricing pages, October 30, 2026 |
| 56% | Board members who use personal email for board matters. 55% of boards with a portal still do. | Forrester Consulting for Diligent, 2018, n = 411 |
| 9 in 10 | Directors who use personal email at least occasionally. Only 8% say IT approves how the board communicates. | NYSE Governance Services and Diligent, 2017, n = 381 |
| 77% | Hospital and health-system boards that use a board portal or are implementing one. | The Governance Institute, 2023 survey, reported in 2024 |
| 71% | Diligent reviewers, of 42 summarized, who name board and committee materials as their main use. | TrustRadius, 2026 |
| 64,000 | BoardDocs files Diligent said were exposed, about 1% of those stored. | The 74, June 12, 2025 |
| USD 2.8 to 5.6 billion | Published analyst estimates of the board portal market, which differ widely: USD 2.85 billion for 2023 and USD 5.55 billion for 2024. | Verified Market Research; TechSci Research |
Market-size estimates vary by a factor of two between publishers. Treat them as direction, not fact.
How do you choose a board portal?
Choose a board portal by testing it against your own board, not by comparing feature lists. Work through these steps before you sign.
- Count the people who need access, including observers, and ask whether each one takes a paid seat.
- Ask for the price in writing, and ask whether the first-year price renews at the same rate.
- Name the certifications you need, then ask for the current certificate and the audit type.
- Run a trial with a real board packet and one director who dislikes new software.
- Test the phone app on the device your directors actually use.
- Ask what happens after a vote: who is assigned the work, and where does the board see progress?
- Ask how the vendor controls who can see each folder, and how it would tell you if that control failed.
The last question matters more than it looks. A portal holds your most sensitive records, and the 2025 BoardDocs exposure shows that even large vendors can get access settings wrong.


