Our Governance solutions are pivotal for ensuring transparency, compliance, and risk management. It streamlines collaboration among board members, committees, service providers, and administrators. These solutions simplify agenda setting, material collection, and presentation, enhancing decision-making and communication. They ensure effective strategy execution and compliance with regulatory requirements, fostering transparent and efficient governance

  • Fiduciary & Service Provider Onboarding

Streamline integrating new trustees, directors, or service providers, ensuring compliance and alignment with governance standards.

  • Fiduciary & Service Provider Static Events

Manage critical events in the lifecycle of trustees and service providers, maintaining records and ensuring timely actions.

  • Fiduciaries & Service Provider Ongoing Monitoring

Continuously evaluate the performance and compliance of trustees and service providers, ensuring ongoing adherence to governance requirements.

  • Board Meeting Agenda

Facilitate the creation, distribution, and management of agendas for board meetings, ensuring efficient and focused discussions

  • Board Meeting Workflow

Streamline the processes of organizing and conducting board meetings, from scheduling, requesting board materials, collating board packs, and minute-taking.

  • Board Portal

Offer a secure, digital platform that provides board members with essential information, tools, and resources for effective governance.

  • Board Surveys

Gather feedback and insights from board members, aiding in assessing and improving board performance and dynamics.

  • Document Vault

A secure repository for storing and managing critical governance documents, accessible to authorized personnel.

  • Generate Board Pack

Automate the compilation of comprehensive board meeting packets, ensuring that all necessary documents are included and up to date.

  • AI-Assisted Board Minutes Automation

Leverages artificial intelligence to turn meeting recordings into accurate and comprehensive minutes from board meetings.