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Description
Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors.
Description
CU Board Members offers a user-friendly and secure integrated platform for board management that features online board packets, video conferencing, procedures and policies, event calendars, discussion forums, online voting, and compliance tracking. Enhance meeting productivity by allowing board members to easily access essential documents and board packets online. A dedicated virtual conference room is always open, enabling directors to join meetings from any location, even while traveling. Foster collaboration among board members between meetings with tools such as video conferencing, discussion forums, and the ability to vote online securely. Ensure that all policies are readily available and can be directly published on your corporate intranet. The system automatically tracks compliance requirements and alerts you to potential issues in advance. Designed to be compatible with desktop computers, laptops, tablets, and smartphones, it caters to a wide range of devices. Our pricing model is affordable on a monthly basis, with no setup or cancellation fees, making it accessible for all organizations. This comprehensive solution is aimed at streamlining board operations and enhancing overall governance efficiency.
API Access
Has API
API Access
Has API
Integrations
Teamstack
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$200 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal
Vendor Details
Company Name
E Space Communications
Founded
2000
Country
United States
Website
www.espacecommunications.com/cuboardmembers.html
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
