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.

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Pricing

Pricing Starts At:
$99 per month
Free Trial:
Yes

Integrations

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Reviews

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Company Details

Company:
eCIO
Year Founded:
2019
Headquarters:
United States
Website:
getecio.com

Media

eCIO Screenshot 1
eCIO Screenshot 1 eCIO Screenshot 2 eCIO Screenshot 3
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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

Board Management Software

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

eCIO User Reviews

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