Average Ratings 0 Ratings
Average Ratings 26 Ratings
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Description
Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.
Description
OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews.
OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration.
Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings.
Upgrade your board meetings with OnBoard today!
API Access
Has API
Yes
API Access
Has API
No
Integrations
Google Drive
Yes
Zoom
Yes
App Store
Yes
Cal.com
Yes
ClickUp
Yes
Figma
Yes
Google Analytics
Yes
Google Docs
Yes
HubSpot CRM
Yes
Looker
Yes
Integrations
Google Drive
Yes
Zoom
Yes
App Store
No
Cal.com
No
ClickUp
No
Figma
No
Google Analytics
No
Google Docs
No
HubSpot CRM
No
Looker
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
OnBoard transforms outdated, cumbersome board meeting processes, enabling boards to focus on strategy and high-level decision-making. Trusted by over 6,000 boards, OnBoard enhances governance with its user-friendly, secure, and efficient solutions. Explore OnBoard with a free, non-commitment trial and experience how it streamlines board operations. Contact us for detailed pricing information and discover why OnBoard is the preferred choice for modern, effective board management.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Assembly
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
OnBoard
Founded
2003
Country
United States
Website
www.onboardmeetings.com/learn-more-board-portal
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Board Management
Agenda Time Management
Yes
Approval Process Management
Yes
Board Assessment
Yes
Calendar Management
Yes
Collaboration
Yes
D&O Questionnaires
Yes
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
Yes
Member Directory
Yes
Minutes Management
Yes
Polls / Voting
Yes
Role-Based Permissions
Yes
Roles and Terms
Yes
Single Sign On
Yes
Skills Tracking
Yes
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
Yes
Conference
Abstract Management
No
Attendee Management
Yes
Badge Management
No
Catering Management
No
Client Management
No
Registration Management
Yes
Social Promotion
No
Space / Room Setup
No
Speaker Management
Yes
Sponsorship Management
No
Surveys & Feedback
Yes
Ticketing
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Internal Communications
App Integration
Yes
Blogs
No
Chat/Messaging
Yes
Email Management
No
Employee Directory
Yes
Event Calendar
Yes
Newsletter Management
No
Photo Gallery
No
Social Sharing
No
Survey Management
Yes
Telephony
No
Video Chat
Yes
Voice Chat
Yes
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
Meeting
Action Item Tracking
Yes
Agenda Management
Yes
Attendee Management
Yes
Board Meetings
Yes
Committee Meetings
Yes
Internal Meetings
Yes
Invitation Management
Yes
Legislative Meetings
Yes
Materials Management
Yes
Meeting Feedback
Yes
Meeting Preparation Tools
Yes
Meeting Room Booking
No
Minutes Management
Yes
Post-Meeting Tools
Yes
Scheduling
Yes
Travel Management
No
Voting Management
Yes
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
