License & Deployment Mix: 14 tools – 1 OSS, 13 SaaS. (OSS and SaaS counts can overlap when an open-source tool also offers a vendor-hosted edition.)
What Is Board Management?
Board management software (also called board portals) provides a secure digital environment for governing bodies – boards of directors, advisory committees, and executive leadership teams – to prepare for, conduct, and follow up on board meetings.
Traditional board governance relies on paper binders, email attachments, and in-person distribution of sensitive materials. Board portals replace these workflows with encrypted document distribution, structured agenda management, electronic voting, automated minutes creation, and compliance tracking – all within a single platform purpose-built for governance.
Board portals are the central component. They serve as a secure, role-based workspace where board members access meeting agendas, review documents, cast votes, annotate materials, and communicate with other directors. Unlike general-purpose document management or collaboration tools, board portals are designed around the governance lifecycle: meeting preparation, in-meeting facilitation, and post-meeting follow-up.
Meeting management encompasses agenda creation, scheduling, attendee management, quorum tracking, and the structured flow of topics during board sessions. Agendas are built with linked documents, presenter assignments, and time allocations. Post-meeting, the platform generates minutes from agenda items and recorded decisions.
Voting and resolutions enable board members to vote on motions during or between meetings. Board portals support live voting during meetings, asynchronous written resolutions (circular resolutions or unanimous written consent), and formal tallying with audit trails showing who voted, when, and how.
Minutes and records are generated from meeting agendas, attendance records, and voting outcomes. Board portals automate minutes creation, track revisions, capture approval signatures, and maintain a permanent archive of all board records for regulatory and legal compliance.
Compliance features address the regulatory obligations of governing bodies: entity management (tracking subsidiaries, officers, registered agents), compliance calendars (filing deadlines, annual report due dates), D&O questionnaire distribution, conflict-of-interest disclosures, and audit-ready record retention.
The information on these pages was researched by a combination of human review and large language models. To suggest an addition or correction, please contact us. Prepared by Rhodium Systems Inc., author of the ResorsIT platform — a unified IT operations management platform for IT teams and MSPs that integrates a curated suite of open-source, commercial, and SaaS applications into a single system with shared identity, single sign-on, access control, and a common audit trail. Use this catalogue only as a starting point for your own research, and review any tool carefully against your own requirements before relying on it. Catalogue data version 2026.197.
Comparison
Overview
Board portals handle highly sensitive governance materials – security, access control, and compliance features are paramount. Most board portal vendors are commercial SaaS providers with enterprise-grade security. Self-hosted open-source options are limited in this category.
SSO / OIDC Comparison
OIDC is the preferred SSO protocol; Authentik notes below assume an Authentik SAML/OIDC provider as IdP.
| Tool | OIDC | SAML | LDAP | Authentik Notes |
|---|---|---|---|---|
| OpenBoard | No | No | No | No SSO support |
| Diligent | No | Yes | Yes | SAML via Diligent SSO config |
| OnBoard | No | Yes | No | SAML (Enterprise) |
| Boardable | No | No | No | No SSO support |
| BoardPAC | No | Yes | No | SAML (Enterprise) |
| Azeus Convene | No | Yes | Yes | SAML + LDAP |
| Nasdaq Boardvantage | No | Yes | Yes | SAML + LDAP (Enterprise) |
| Passageways | No | Yes | No | SAML (Enterprise) |
| iDeals Board | No | Yes | No | SAML (Enterprise) |
| Govenda | No | Yes | No | SAML (Enterprise) |
| BoardBookit | No | Yes | No | SAML (Enterprise) |
| Admincontrol | No | Yes | Yes | SAML + LDAP |
| Aprio | No | Yes | No | SAML (Enterprise) |
| Loomion | No | Yes | No | SAML (Enterprise) |
Best SSO support: Diligent (SAML + LDAP), Azeus Convene (SAML + LDAP), Nasdaq Boardvantage (SAML + LDAP), Admincontrol (SAML + LDAP)
No SSO: OpenBoard, Boardable
OIDC gap: No board portal in this evaluation natively supports OIDC. All enterprise tools support SAML, which Authentik can provide. For OIDC-native integration, a reverse-proxy authentication layer would be required.
Deployment Model
| Tool | Deployment | Self-Hosted | License |
|---|---|---|---|
| OpenBoard | Self-hosted | Yes | Open source |
| Diligent | SaaS | No | Proprietary |
| OnBoard | SaaS | No | Proprietary |
| Boardable | SaaS | No | Proprietary |
| BoardPAC | SaaS / On-prem | Yes* | Proprietary |
| Azeus Convene | SaaS / On-prem | Yes* | Proprietary |
| Nasdaq Boardvantage | SaaS | No | Proprietary |
| Passageways | SaaS | No | Proprietary |
| iDeals Board | SaaS | No | Proprietary |
| Govenda | SaaS | No | Proprietary |
| BoardBookit | SaaS | No | Proprietary |
| Admincontrol | SaaS | No | Proprietary |
| Aprio | SaaS | No | Proprietary |
| Loomion | SaaS / On-prem | Yes* | Proprietary |
* = on-premises deployment available on enterprise plans
Self-hosted options: OpenBoard (open source), BoardPAC (enterprise on-prem), Azeus Convene (enterprise on-prem), Loomion (enterprise on-prem)
Core Board Features
| Tool | Board Portal | Agendas | Voting | Minutes |
|---|---|---|---|---|
| OpenBoard | Basic | Yes | Basic | Basic |
| Diligent | Yes | Yes | Yes | Yes |
| OnBoard | Yes | Yes | Yes | Yes |
| Boardable | Yes | Yes | Yes | Yes |
| BoardPAC | Yes | Yes | Yes | Yes |
| Azeus Convene | Yes | Yes | Yes | Yes |
| Nasdaq Boardvantage | Yes | Yes | Yes | Yes |
| Passageways | Yes | Yes | Yes | Yes |
| iDeals Board | Yes | Yes | Yes | Yes |
| Govenda | Yes | Yes | Yes | Yes |
| BoardBookit | Yes | Yes | Yes | Yes |
| Admincontrol | Yes | Yes | Yes | Yes |
| Aprio | Yes | Yes | Yes | Yes |
| Loomion | Yes | Yes | Yes | Yes |
Portal maturity: All commercial tools provide full-featured board portals with web and mobile access. OpenBoard offers basic portal functionality suitable for small organizations but lacks the polish and depth of commercial alternatives.
Agenda building: Commercial tools offer structured agenda builders with drag-and-drop reordering, document linking, presenter assignments, and time allocations. OpenBoard provides basic agenda creation without advanced structuring features.
Voting: Commercial tools support in-meeting live voting, asynchronous written resolutions, quorum tracking, and conflict-of-interest recusals. OpenBoard supports basic voting without advanced governance controls.
Minutes: Commercial tools generate minutes from agenda items and voting outcomes with revision tracking and approval workflows. OpenBoard provides basic minutes recording.
Document & Compliance
| Tool | Doc Mgmt | Annotations | Entity Mgmt | Compliance Cal |
|---|---|---|---|---|
| OpenBoard | Basic | No | No | No |
| Diligent | Yes | Yes | Yes | Yes |
| OnBoard | Yes | Yes | No | Yes |
| Boardable | Yes | Basic | No | No |
| BoardPAC | Yes | Yes | No | Yes |
| Azeus Convene | Yes | Yes | Yes | Yes |
| Nasdaq Boardvantage | Yes | Yes | Yes | Yes |
| Passageways | Yes | Yes | No | Yes |
| iDeals Board | Yes | Yes | No | Yes |
| Govenda | Yes | Yes | Yes | Yes |
| BoardBookit | Yes | Yes | No | Yes |
| Admincontrol | Yes | Yes | No | Yes |
| Aprio | Yes | Yes | Yes | Yes |
| Loomion | Yes | Yes | Yes | Yes |
Entity management: Diligent, Azeus Convene, Nasdaq Boardvantage, Govenda, Aprio, and Loomion offer entity management for tracking corporate structures, subsidiaries, officers, and directors across jurisdictions. Other tools focus on meeting management without entity tracking.
Compliance calendars: Most commercial tools include compliance calendar features for tracking filing deadlines and regulatory obligations. OpenBoard and Boardable lack this capability.
Annotations: All commercial tools support in-document annotations (highlights, comments, sticky notes) for board material review. OpenBoard does not include annotation features.
Collaboration
| Tool | Secure Msg | Action Items | Board Eval | D&O Quest |
|---|---|---|---|---|
| OpenBoard | No | Basic | No | No |
| Diligent | Yes | Yes | Yes | Yes |
| OnBoard | Yes | Yes | Yes | Yes |
| Boardable | Yes | Yes | No | No |
| BoardPAC | Yes | Yes | Yes | Yes |
| Azeus Convene | Yes | Yes | Yes | Yes |
| Nasdaq Boardvantage | Yes | Yes | Yes | Yes |
| Passageways | Yes | Yes | Yes | No |
| iDeals Board | Yes | Yes | No | No |
| Govenda | Yes | Yes | Yes | Yes |
| BoardBookit | Yes | Yes | No | No |
| Admincontrol | Yes | Yes | Yes | No |
| Aprio | Yes | Yes | Yes | Yes |
| Loomion | Yes | Yes | Yes | Yes |
Secure messaging: All commercial tools provide encrypted in-portal messaging for board members. OpenBoard does not include secure messaging.
Board evaluations: Diligent, OnBoard, BoardPAC, Azeus Convene, Nasdaq Boardvantage, Passageways, Govenda, Admincontrol, Aprio, and Loomion offer structured board evaluation workflows with questionnaire distribution and aggregated reporting.
D&O questionnaires: Diligent, OnBoard, BoardPAC, Azeus Convene, Nasdaq Boardvantage, Govenda, Aprio, and Loomion support annual director questionnaire distribution and collection for proxy statements and conflict-of- interest disclosures.
API Capabilities
| Tool | API Type | Auth | Webhooks | SDKs |
|---|---|---|---|---|
| OpenBoard | None | – | No | None |
| Diligent | REST | OAuth 2.0 | Yes | None |
| OnBoard | REST | API key | Yes | None |
| Boardable | REST* | API key | No | None |
| BoardPAC | REST | API key | No | None |
| Azeus Convene | REST | OAuth 2.0 | Yes | None |
| Nasdaq Boardvantage | REST | OAuth 2.0 | Yes | None |
| Passageways | REST* | API key | No | None |
| iDeals Board | REST | API key | No | None |
| Govenda | REST | API key | Yes | None |
| BoardBookit | REST* | API key | No | None |
| Admincontrol | REST | API key | No | None |
| Aprio | REST | OAuth 2.0 | Yes | None |
| Loomion | REST | API key | No | None |
* = limited API; basic data access only
Best API: Diligent (OAuth 2.0, webhooks, comprehensive endpoints), Azeus Convene (OAuth 2.0, webhooks), Nasdaq Boardvantage (OAuth 2.0, webhooks), Aprio (OAuth 2.0, webhooks)
No API: OpenBoard has no programmatic API.
API maturity note: Board management is a niche category where API capabilities lag behind mainstream SaaS tools. Most vendors prioritize the user interface over API extensibility. Integration typically relies on SSO, file export, and calendar sync rather than deep API automation.
Monitoring Integration
All board portals – whether SaaS or self-hosted – can be monitored through a Telegraf / Fluent Bit / Grafana stack:
| Monitoring Layer | SaaS Tools | Self-Hosted Tools |
|---|---|---|
| Telegraf | HTTP response checks | System metrics + HTTP checks |
| Fluent Bit | N/A | Application log collection |
| Grafana | Availability dashboard | Full application dashboard |
| AlertManager | Downtime alerts | Downtime + resource alerts |
SaaS monitoring: Synthetic HTTP checks via Telegraf to verify portal availability and response times. AlertManager triggers on downtime or degraded performance.
Self-hosted monitoring: Full stack integration with system metrics (CPU, memory, disk), application logs via Fluent Bit, and Grafana dashboards for operational visibility.
Pricing
| Tool | Model | Starting Price | Notes |
|---|---|---|---|
| OpenBoard | Free | Free | Open source; self-hosted |
| Diligent | Per-user | Custom | Enterprise pricing; contact sales |
| OnBoard | Per-user | Custom | Tiered plans; contact sales |
| Boardable | Tiered | Free tier available | Free (basic), paid from $79/mo |
| BoardPAC | Per-user | Custom | Enterprise pricing |
| Azeus Convene | Per-user | Custom | Enterprise pricing |
| Nasdaq Boardvantage | Per-user | Custom | Enterprise pricing |
| Passageways | Per-user | Custom | Mid-market pricing |
| iDeals Board | Per-user | Custom | Enterprise pricing |
| Govenda | Per-user | Custom | Enterprise pricing |
| BoardBookit | Tiered | From $999/mo | Mid-market pricing |
| Admincontrol | Per-user | Custom | Enterprise pricing |
| Aprio | Per-user | Custom | Enterprise pricing |
| Loomion | Per-user | Custom | Enterprise pricing |
Cost note: Board management is predominantly an enterprise SaaS market with custom pricing. Most vendors do not publish pricing publicly. OpenBoard is the only free option. Boardable offers a free tier with limited features suitable for small nonprofits.
Tools
14 tools.
Admincontrol
Admincontrol is a Nordic and European board portal solution owned by Visma Group, one of the largest software companies in the Nordic region.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
Aprio Boardroom
Aprio Boardroom is a Canadian board portal solution serving organizations across Canada and internationally, with particular strength in financial services, credit unions, government agencies, and Indigenous governance organizations.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
Azeus Convene
Azeus Convene is a board meeting and document management platform used by organizations in over 100 countries across banking, government, healthcare, and corporate sectors.
License: Proprietary (proprietary) · Kind: web · Deploy: native, saas · SSO: none
Boardable
Boardable is a SaaS board management platform aimed at nonprofits, offering meeting scheduling, agenda building, document sharing, voting, and task tracking in a simple interface for volunteer boards.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
BoardBookit
BoardBookit is a secure board portal designed for organizations that need a straightforward, security-focused platform for board meeting management.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
BoardPAC
BoardPAC is a board portal solution with a strong presence in the Asia-Pacific region, serving organizations across financial services, government, healthcare, and corporate sectors.
License: Proprietary (proprietary) · Kind: web · Deploy: native, saas · SSO: none
Diligent Boards
Diligent Boards is the market leader in board governance and management software, serving over 25,000 organizations globally including Fortune 500 companies, financial institutions, healthcare systems, and government agencies.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
Govenda
Govenda is a mid-market board management platform now owned by Diligent Corporation following its acquisition of BoardEffect.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
iDeals Board
iDeals Board is a board portal solution from iDeals Solutions Group, a company best known for its virtual data room (VDR) product used in M&A transactions, due diligence, and secure document exchange.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
Loomion
Loomion is a German board portal solution designed for the European market with a strong emphasis on GDPR compliance, data sovereignty, and German/EU corporate governance standards.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
Nasdaq Boardvantage
Nasdaq Boardvantage is a board portal solution offered by Nasdaq, Inc. as part of its governance solutions portfolio.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
OnBoard
OnBoard is a board intelligence platform developed by Passageways that focuses on making board meetings more efficient through intuitive design and analytics.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
OpenBoard
OpenBoard is an open-source board portal and meeting management system licensed under GPL-3.0. It provides basic functionality for organizing board meetings, managing agendas, distributing documents, and recording minutes.
License: GPL-3.0-only (OSS) · Kind: web · Deploy: native · SSO: none
Passageways OnSemble
Passageways OnSemble is a board and community portal platform that combines board management capabilities with broader stakeholder engagement features.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none