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Description

Take charge of your board recruitment efforts by tapping into a vast database of over 500,000 profiles of board members and executives. Identify candidates who possess the specific expertise and experience necessary to assemble a high-performing board that enhances shareholder value. Utilize the Equilar Diversity Network to discover potential board members affiliated with top organizations, ensuring a broad range of perspectives. Sales and business development often face hurdles due to insufficient high-level connections, but with access to millions of relationships with executives and board members, you can swiftly pinpoint reliable referral sources within your network. Acquire valuable insights from influential figures, giving you a strategic edge to secure new opportunities. The Equilar Board Brief equips investors with essential data to remain informed about the latest SEC filings, offering a comprehensive, printable summary of company developments since the previous annual meeting, including changes in board policies, executive pay, Say on Pay outcomes, and additional crucial information. This resource not only keeps you updated but also empowers you to make informed decisions that can positively impact your organization’s governance.

Description

We offer nonprofits a secure online platform to effectively manage their boards and committees, enabling virtual meetings, safe document sharing, and interactive engagement through discussions and polls. eCIO features a straightforward flat-fee pricing structure of $99 monthly, which allows unlimited users, groups, and document storage without any hidden fees or contracts, plus a risk-free 90-day trial. Additionally, eCIO delivers cost-effective investment management services specifically designed for nonprofit entities. Our process begins with a Needs Assessment Survey conducted for your investment committee, followed by tailored, video-based quarterly portfolio reviews that ensure your organization remains informed about its financial status. Your dedicated advisor will craft an investment strategy aligned with your organization's objectives, ensuring comprehensive support and engagement. Furthermore, the personalized portfolio reviews provided can easily be shared with your team members to foster collaboration and transparency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Intapp DealCloud Yes 
Zoom No 

Integrations

Intapp DealCloud No 
Zoom Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Equilar

Founded

2000

Country

United States

Website

www.equilar.com/boardedge.html

Vendor Details

Company Name

eCIO

Founded

2019

Country

United States

Website

getecio.com

Product Features

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management No 
Electronic Signature No 
For Nonprofits No 
Member Directory No 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Product Features

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management No 
Electronic Signature No 
For Nonprofits No 
Member Directory No 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

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