AGB OnBoard Features and Capabilities

AGB OnBoard is useful and simple to use for board directors of all ages and technology backgrounds. We did that by consulting with real directors to understand what they need to make board meetings more valuable. Our commitment to adoption and real-world functionality sets AGB OnBoard apart from other providers.

OnBoard iPad Only Master 2021

Complete Director & Trustee Features

Govern With Confidence

Synced Notes & Annotations

Your review is aided by built-in annotation tools to mark up your book. You can highlight, draw, or even leave yourself a sticky-note. And your notes always stay in sync between device. AGB OnBoard helps bring your expertise to bear on every board discussion.

Secure Messenger

Secure Messenger allows the board to quickly start individual or group conversations to discuss sensitive board work.  If you're looking at the financials and need the CFO's expertise, they’re just one tap away. Bring the entire committee or the whole board into the conversation from the AGB OnBoard app or any web browser.

Board Meeting Analytics

Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations.

D&O Questionnaires

AGB OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that transforms a cumbersome task into a simple, automated, and replicable annual process.

Public Posting

Public Posting immediately creates a public URL for you to share with the board, the public, and the media – everyone who needs to know what your board is discussing and when. Now public colleges and universities can seamlessly share the agenda and all accompanying materials online.

Zoom Integration

AGB OnBoard directly integrates with Zoom, a singular experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. And its built in security means your meeting details never leave OnBoard.


Pick up where you left off on iPhones, iPads, and Macs. AGB OnBoard can seamlessly transfer exactly what you were working on from one device to another without losing focus on what you’re doing.


The eSignatures workflow in AGB OnBoard is a fast, streamlined process. Administrators simply upload the document that needs a signature. Directors immediately receive a notification that a signature is pending, and with just one click they sign their name. That’s it.

Made for Every Device

Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, and answer surveys and questionnaires.

Simple and Intuitive Navagation

This is what makes AGB OnBoard different. It’s board meeting software your board will actually use. It makes directors happy. The whole product was created with the guidance of real board members. That's why directors with limited experience with technology love AGB OnBoard – it was made just for them.

The Dashboard

The Dashboard is the personalized homepage for every organization. Quickly examine upcoming meetings with instant one-touch access to supplementary materials and announcements.

Secure Voting and Approvals

Approve the annual budget, amend the bylaws, or adopt employee benefits. Any board actions can be voted on directly within AGB OnBoard.

Comprehensive Search

Need to find an old board book? Previous minutes? Or just an old note to jog your memory? Search for it.

Multi-Board Support

Directors often sit on more than a single board. AGB OnBoard allows directors to quickly move between organizations.

Offline Access

Work online or off. When there’s no internet, you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.

Timed Meetings

The Dashboard is the personalized homepage for every organization. Directors have a single place to access their most pertinent materials. Quickly examine upcoming meetings with an instant one-touch access to supplementary materials and announcements.


If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within AGB OnBoard.

The Complete Board Book

Let your curiosity run wild. The AGB OnBoard board book is the best place to complete a context-rich review. You can tap any report, any section, and instantly start your review. You can even search the book by your annotations.

AGB Single Sign-On

Using your existing AGB Member Account, members can immediately access AGB OnBoard without having to remember a separate login and password.

Complete Board Professional & Chief of Staff Features

Save Time. Stay Compliant. Make Your Board Happy.

Fastest Board Book Builder

Don’t worry about compatibility. Create the board book however you best work. AGB OnBoard is compatible with Microsoft Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Task Management

Manage, organize, and track your most important action-items happening throughout your meeting cycle. 

Auto Save

Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never override a previous version.

Minutes Builder

The builder unifies your workflow, enabling you to make minutes directly within AGB OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses.

Surveys and Questionnaires

Create a board evaluation survey, find out member availability, or settle on a location for the annual retreat. AGB OnBoard's survey tool lets you collect any information or opinions you need from your board.

Complete File Support

Whether your board needs a complex spread sheet, a just-to-the-facts PDF, or a snazzy PowerPoint, you can connect any type of file to your board book.


If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within AGB OnBoard.

Compliance In Your Control

You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.

24/7 Support

Unlimited 24/7 support is available, direct from our headquarters in the U.S. You will get immediate help from a team that takes prides in their 100% satisfaction rating.

Bulk User Creation

Get your organization up and running in just minutes. Simply import a CSV file and AGB OnBoard will instantly populate all of your end users.

RSVP & Attendence

Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.

Board Book Universal Compatability

Don’t worry about compatibility. Create the board book however you best work. AGB OnBoard is compatible with Microsoft Internet Explorer 10, Internet Explorer 11, Microsoft Edge, Chrome, Firefox, and Safari; Windows 10 and MacOS.

Unlimited Resource Folders

The annual report, corporate policies, bylaws, corporate charter, and all your key documents are always one click away. Finding exactly what you need is easier than ever.

Granular Permission Management

Granular access controls allow you to set who has access to board materials and communications. Every item in your board book can be quarantined for those pesky conflicts of interest.

The Most Secure Board Software Ever.

Azure Security

Partnering with Microsoft Azure, AGB OnBoard offers world-class security. Nothing short of the most secure industry-leading measures are acceptable. That’s why we offer the gold standard of Cloud Security with OnBoard: Microsoft Azure.

Azure Data Compliance

With Microsoft Azure, AGB OnBoard is compliant with a broad range of international information security standards, including but not limited to: GLBA, FERPA, HIPAA, FISMA, ISO 27001/27002, SOC 1, SOC 2, SOC 3, SSAE 16/ISAE 3402.

Asymmetric Public and Private Key

RSA4096 bit encryption ensures that when data is received no one else may have access to that requested data.

Encrypted Data in Transit & Rest

The cloud servers are armed with AES-256 protection, considered among the top ciphers and a level of protection approved for top-secret data.

Remote Data Wipe

If your device is lost or stolen, your device can be remotely purged of all data. A critical layer of security and personal peace-of-mind for directors.

Granular Access Permission Model

System access is restricted based on assigned privileges. Information will only be accessible to the individuals who have been granted the appropriate permissions.

Face ID & Touch ID Login Security

The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.

Intrusion Detection and DDoS Protection

Intrusion detection and Distributed Denial of Service Defenses are built into the network, keeping your data secure and services online.

Usage Logs

Monitor directors’ usage for security purposes. With this information, your IT Department can better determine possible security risks such as unauthorized account access.

Remote Lock

An administrator can lock out any AGB OnBoard account if a device is misplaced, a director moves on from the board, or a device is suspected stolen.

Two-Factor Authentication

With two-factor authentication, your AGB OnBoard account can only be accessed by verifying your identity using a second method, separate from your password.

Breach Monitoring

Security experts run simulated attacks to develop counter measures and stay one step ahead of cyber criminals.

Global Data Centers

A global array of data centers ensures your data’s security and fidelity while bringing lighting fast speeds for global users and travelers.

Document Digital Rights Management

DRM prevents files from being accessed from any other device. When book download is prohibited by the administrator, only an authenticated user of AGB OnBoard with the appropriate permissions can view the files from within the AGB OnBoard applications.

Let's Start a Conversation

AGB OnBoard provides trustees and leaders to be more efficient, secure, and strategic for meetings. It’s how leading universities prepare and partner together even in-between meetings.