Arrive At better Board Meetings

Bank Board Management Software

For over 15 years, we’ve worked with banks every day to create solutions that solve their challenges. OnBoard was born from this work, and it’s why it’s the only board portal endorsed by the Independent Community Bankers of America and the Texas Bankers Association, and strongly supports the American Bankers Association.

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Avidia Bank
Forward Bank
Royal Credit Union
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Oregon Pecific Bank
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Remote Meeting Ready

OnBoard Was Made For This

Decisive leadership focused on long-term strategy has never been more important. OnBoard is a cloud-first board management platform that streamlines communication, promotes collaboration, and uncovers key insights so leaders can anticipate what’s next and accelerate their vision for the future.

2020 Award Gold

2x Stevie Winner of Governance Solution

2020 Award Capterra

Capterra’s Easiest to Use
Board Software

Leader in Board Management Software

The Most Complete Virtual Collaboration Platform

How OnBoard Helps Board & Committee Meetings, From Anywhere

OnBoard helps leaders collaborate efficiently — any place, on every device, at any time. And it’s the most robust governance platform ever built, integrating seamlessly with tools like: Zoom, eSignatures, Voting, Secure Messaging, and more.

Modern Governance with

Market Leading Board Management Software

When real people are given the opportunity to evaluate OnBoard, they enthusiastically rate it the best board meeting software. In every category. 

Jason Silby,
Jason Silby,ICT Manager, Mercy Healthcare
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“Administrators would spend significant amounts of time each month collating, printing and mailing large meeting packs. This time has been significantly reduced through introduction of OnBoard. The product is very easy for meeting administrators to use when pulling together agenda and related papers across our various management and governance groups."
Susan Robertson,
Susan Robertson,ASAE President & CEO
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"Boards, committees, and other deliberative bodies need to be able to conduct secure, focused, effective, and productive meetings. They can do that by using OnBoard’s comprehensive suite of secure virtual meetings tools."
Dr. Edward Potter
Dr. Edward PotterDirector
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"I am 80-years-old and I love OnBoard. OnBoard was the miracle that changed our organization. OnBoard has changed our entire board meetings - they much shorter, more efficient, and lots more fun. When I meet directors still using paper, I ask, wouldn't you like to do better? And I think OnBoard is the answer to better."
Beth Bechdol
Beth BechdolPresident & CEO
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"I have personally gone through the evolution from paper, to email folders, to now fully online, accessible, anytime OnBoard system... You'll be surprised at what kind of efficiency this brings.OnBoard would definitely be something that I think a board of any size, any caliber, any shape or form should think about incorporating."
Gary Lehman
Gary LehmanBoard Chairman
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"OnBoard can get you the information in a timely manner, one's that convenient for you, & one that is accurate up to the second... What is nice I can use my iPad or phone while traveling, & everything is readily available "

Manage and Execute Work at Every Level of Scale

Key Capabilities That Power Governance

OnBoard’s key capabilities work in concert to enable board professionals to execute their governance responsibilities and accelerate decision-making.

A Comprehensive Exploration of the Board Software Market

This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.

Topics Covered

Features, Capabilities, & Security

Product Design & Director Adoption

How to Avoid Zombie Providers & Find a Partner

How To Make The Business Case

Ready to Arrive at a Better Board Meeting?

Talk to a Board Management Expert

Zoom Integration

OnBoard has always connected with your favorite video conferencing technology – now we’ve made that experience even better. OnBoard now directly integrates with Zoom, a singular meeting  experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. Just your meetings without distraction.

Voting & Approvals

OnBoard delivers a seamless platform to support directors who need to make high impact decisions from any device. It equips directors and leadership to organize, track, review, comment, and approve decisions – from anywhere. 

Task Management

Manage, organize, and track your most important action-items. OnBoard Tasks keeps all of your outstanding and completed work organized on the same platform as your board and leadership work. It helps you stay on top of what’s important while keeping things moving forward.

Meeting Minutes Builder

The minutes builder unifies your workflow, enabling you to make minutes directly within OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses. The builder makes it easy to focus on the meeting itself, a must have for every meeting workflow.


Send and sign agreements securely from any device. eSignatures keep your signed documents and legal agreements organized with all the rest of your board work. A powerful solution, integrated into OnBoard, that let’s you skip managing a second app — no need for Docusign.

Notes & Annotations​

When inspiration strikes, a great idea needs to be recorded, or there’s a detail that can’t be overlooked, OnBoard’s powerful notes and annotation tools are ready for you. It’s the perfect complement that aids reviews and makes meeting preparation more thoughtful.

Engagement Analytics

Engagement Analytics offers anonymized and aggregated real-time insights into how your board works. Know when board books are read, where annotations are made, and what sections are receiving the most attention from the board. It makes meetings smarter by bringing data to bear, shining light on topics that demand an extended discussion.
Purple Locks

Director & Officer Questionnaires

OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that supports your ongoing compliance. A critical and necessary component of your board’s annual calendar, the integrated questionnaire offers ongoing reminders to your directors and streamlines reporting and review.

Security 2021


OnBoard is hosted by Microsoft Azure — the gold standard in Cloud Security. Our in-house security has overcome every third-party review and awarded SOC 2 and ISO 27001 certificates. That demonstrated commitment to compliance and integrity provides our customers ongoing peace of mind.