End User



  • User Interface
    Enjoy the same look and feel on any device
  • Annotation
    Annotate documents on a tablet or PC
  • Security
    Encryption, multi-level authentication, tokens and total information containment
  • Emailing
    Emails for directors, administrators and support groups
  • Meetings
    Schedule Board/Committee meetings or calls
  • Evaluations
    Board, committee, CEO and so much more from the same platform
  • Remote Purge
    Delete all data in case of loss or theft
  • Personalization
    Logo and images, industry, economic and governance information
  • Document Management
    Files, folders, permissions and security provide flexibility
  • Offline Access
    Board Books, documents, polls, emails and more
  • Deployment
    Securely host with us or on your own server
  • Notifications
    Reminders, notices and custom updates
  • Collaborate
    Share, research, call, video, email and chat
  • eSignatures
    Add your signature to documents and polls
  • Calling/Meetings
    Users initiate a meeting with the click of a button
  • BoardPortal PLUS® Support
    Personal and world-class, contact us 24/7

  • Vision and Mission




BoardPortal PLUS® delivers an integrated set of products, services and processes, designed to far exceed expectations. An easy-to-use yet powerful resource, your team can experience the same look and feel on both our desktop, iOS and Android platforms. Use BoardPortal PLUS® and BoardPortal PLUS Connect® to communicate, share and learn from anywhere.

We offer two comprehensive products to our clients. BoardPortal PLUS® Connect complements our board-centric, BoardPortal PLUS® product, having been adapted specifically for those clients who wish to extend use of the comprehensive features and functionality available, not only to directors, but to the entire leadership team.


T3 Connect

Leave your old calling accounts behind and offer your directors a way to stand out from the crowd! BoardPortal PLUS® has created the ultimate board communication tool. With T3 Connect, your board can easily make calls, share board content and review tailored information. Boards and administrators alike can benefit from the efficiency and personalized resources by using XPress and Concierge.

T3 Connect is a secure, confidential resource which will save you time and money and make for a better overall experience for your board.


Have access to all the necessary documents you need for a board meeting in one place. BoardPortal PLUS® and BoardPortal PLUS® Connect allow individual users to view uploaded content, books and documents for specific meetings. Users and administrators can save files within the application, annotate documents, and efficiently find the resources they need.

Access your documents while traveling, without an internet connection via our cutting-edge Portfolio feature. Administrators and directors will both find the secure environment for creating, organizing and sharing critical documents a critical reason to use BoardPortal PLUS® or BoardPortal PLUS® Connect.



Our clients have access to personalized assessments that are launched with the click of a button. Tailored reports are provided to the board and individual director upon completion and include benchmarking, industry data and relative outside information so that the board can focus on setting action items to enhance its performance. With over a decade of insightful data based on our concept of Enlightened Corporate Governance®, we have made routine compliance an exciting and critical aspect of board effectiveness. Count on more than 30 unique board, CEO, committee, senior leadership team and individual evaluations to suit your needs.


The Concierge is a comprehensive resource providing specific financial information regarding your company and selected members of its peer group. In addition, the Concierge provides general economic, industry, and company related news and insight into effective Board Governance and Personal Leadership.

Personalized industry, company and financial information are provided to each client via the Concierge. Designed to help directors get ready for board meetings, the Concierge is full of impactful and specialized information. Directors will stay current, spend less time seeking outside resources and will prepared to have more meaningful dialogue at board meetings.