Meeting Management
- Organise meetings, track attendance, add files, distribute minutes for review prior to approval
- Access historical meeting information with ease
- Follow-up on important meetings and decisions efficiently
Document Management
- Securely create and store confidential files and documents in a central data hub
- Create private vaults for individual family members
- Restrict access to key documents and folders to specific members
Electronic Signatures
- Share documents with members and non-members for quick signatures
- Save time and money with unlimited document signing and electronic signatures
- Have a complete audit trail for every signed document
Permission Privileges
- Create groups and permissions for your boards, committees and other working groups.
- Set access permissions for different groups and individuals
- Customize user roles with view, edit and delete permissions
Surveys
- Organize, track, review, comment, and approve decisions – from anywhere
- Easily create surveys for quick opinions from members and decision-makers
- Tailor surveys with flexible answer-formats and gather votes with user privacy
Engagement Analytics
- Leverage real-time insights into how your family and board work
- Have more meaningful conversations with shareholders with data
- Empower members to arrive informed to the next meeting
