eCIO 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.
eCIO Alternatives
The board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.
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Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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BoardSpot
With BoardSpot, governance is effortless. BoardSpot is built with governance best practices integrated into every feature. It is designed with non-technical board members and busy administrators in mind.
We offer four plans, each optimized for a specific size of nonprofit. Personalized administrator training is included at all four levels. Grant program for small nonprofits.
Essentials:
* Up to 30 Users
* Unlimited Document Storage
* Meeting RSVP
* Member Directory
* Calendar Integration
* Agenda Builder Tool
Standard:
* All of Essentials Features
* Up to 50 Users
* Private Committees
* Restricted Access Guests
* Attendance Reporting
* Administrative levels
* Custom User Permissions
* Minutes Builder
* Voting
Professional:
* All of Standard Features
* Up to 150 Users
* Two Boards
* Self-Hosted Calendar
* Data Migration Available
Enterprise:
* All of Professional Features
* Unlimited Users
* Multiple Boards
* Custom API Integrations
* Dedicated Customer Success Manager
* White-Glove Onboarding
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Boardable
At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more.
We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform.
Our platform caters to all levels of tech-savvy because we’ve been there. We know your time is better spent on your mission, not learning a complicated new tool. Board management software doesn’t have to be complicated to be powerful. Our solution is ready to use, right out of the box.
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Pricing
Pricing Starts At:
$99 per month
Free Trial:
Yes
Integrations
Company Details
Company:
eCIO
Year Founded:
2019
Headquarters:
United States
Website:
getecio.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
eCIO Features and Options
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