Board Portal

My overall experience with Nasdaq Boardvantage has been very positive.

Pros

What I like most about NASDAQ Boardvantage is their customer support. Not only are always helpful and pleasant, but they are readily available.

Cons

The software is super easy to use. I have guided people over the phone. What I don't like is my company's point person keeps changing. I am not sure if they are moving to other positions within the company, or they have high turnover.

Best Option: Boardvantage!

secure transmitting of info to Board Members is a huge improvement and document managing during a meeting is much improved with the software.

Pros

Functionality and ease of use are both fantastic. With all the bells and whistles it is easy as a user.

Cons

None. Like all of them it is a little tough to get documents exactly where you want them w/in a Board Book.

Review

It’s a good enough product.

Pros

Far superior to paper board books. Like that I can open on either computer or iPad.

Cons

Even though I repeatedly say no security questions every time I open it I get security questions and sometimes it rejects my answers even though they are correct. Can be a bit clunky in moving between inbox items

Boardvantage review

Pros

Boardvantage is easy to use and did not require an IT team for implementation. Their support team is very responsive and helpful. It has allowed us to go paperless for what used to be bulky materials which has been especially helpful during these remote meeting times. It also gives us the ability to create a board book from a variety of data sources (.pdf, excel, word, etc.) and to replace pages easily.

Cons

All the published materials look the same. It would be nice if you could customize material covers; even if just with different colors.

Great Customer Service from Nasdaq Boardvantage

The customer service/solutions team are outstanding. I don't feel judged for sending in questions or for misunderstanding the type of admin access I have. They maintain consistency, answer any and all questions from myself or our portal users, and make the use of the portal easy.

Pros

The customer service provided is unmatched. Any time I've had a question, even if I could look it up in a user guide, the employees are more than willing to assist (with screenshots, individual calls, and one-to-one training if needed). I like that it is so secure so we know that only the people who should have access have the access needed. We recently used the surveys function to handle electronic voting for our annual elections and the product was easy to use.

Cons

Better linking within the calendar option for conferencing details. We choose to use Webex for our virtual meetings. However, the way the teleconference information is displayed in the template, it doesn't sync with links correctly.

Exceptional Service

No insight

Pros

Drag and Drop functionality, as well as edit/replace functions - make this product above all easy to use.

Cons

Automated separator pages in the Board Books - we find manual creation works best for us.

Excellent Enhancement of Meetings

It is an excellent tool to use for meetings, communication with members of a board, and has top notch security features!

Pros

For several years, I have been a user of Nasdaq Boardvantage Portal (on behalf of my boss) with regards to quarterly Board Meetings he attends either in person (or since Covid, virtually).. I have found the portal to be an outstanding tool in communicating with other board members and the Executive Director. Most important in today's world in cybersecurity, and the Nasdaq Boardvantage Portal is very secure. It's an excellent product, and I highly recommend it. Also, should a question come up, you can always reach their customer service team, which is excellent.

Cons

There are no cons. It's easy to use, they have great customer service, and accessing your information is intuitive.

Ease of Use

I use this software for our quarterly financials. Very easy to use and navigate for myself and our end users. I highly recommend this product. The training I received from [SENSITIVE CONTENT HIDDEN] was exceptional and he's readily available for any questions I have.

Pros

The software is very easy to use. Love the drag and drop feature! End users are able to get real-time access to files and documents.

Cons

Honestly, I don't have any cons with this software. It's simply exceptional!

The product is expensive but user friendly. Customer service is vital and you have the best

It has been a very good experience since the beginning with the various upgrade.

Pros

It is user friendly and we receive updates very often which is interesting.

Cons

Nothing specific. But before the admins could put in a password for the directors and the latter could change while log in which is not the case now.

Distributing meeting papers

Lots of re-training to irregular users after breaks.

Pros

Time and paper saving in distributing meeting papers

Cons

Need to teach users, set password for irregular users

A few thoughts

My overall experience has been positive. The folks that I have or currently work with to manage our account and troubleshoot issues are all fabulous.

Pros

The interface is great and allows me to provide our board with the information they need in a timely and organized fashion. The administrative functions provide me with an easy way to collect, store and distribute materials.

Cons

The lack of integration of the meeting module with Outlook calendaring is frustrating. It inhibits the smooth flow of communication with users regarding meeting RSVPs. Creates additional work all around.

The Support wasnt that great

It was ok, not a terrible product at all. The technical guys were helpful but the service didn't blow me away.

Pros

The features were nice and it was easy to index binders. I love that the binders automatically save in a folder for ease of locating files.

Cons

My rep was non existent, they were over priced and the portal seemed a bit "Cluttered" I sent an email to cancel and the non existent rep magically appeared to tell me that I had a contract that stated I needed to give them 120 days notice so they stuck me with another year. I am so glad that the new company I went with helped me to get out of it even though we had to pay for another year.

Time to get rid of the paper

I use Board Vantage for three of the boards that i am on. It is clearly the best and easiest to use. If i had to wish one improvement to the software it would be to make it easier to sign into. Every time i go from one company to the other I need to go through the sign off and resign on process which should not be exceptionally hard except my password management software does not distinguish between the companies. This means I have to re-enter all the information each time I change companies which is often. I would think security could be designed to allow a single sign on for people who are users for multiple companies. i have used the customer service feature and they are excellent. This software definitely enables me to use my time more productively and prepare for meetings faster and more comprehensively.

Pros

ease of navigation note taking capability

Cons

sign on and switching between companies security is clunky with all the questions

Nasdaq Boardvantage

Our overall experience with Nasdaq BoardVantage has been very positive.

Pros

Nasdaq Boardvantage is a great place to safely and securely house Board of Director materials. The application is very intuitive which makes for easy use of the application either on a laptop or ipad. Customer support has always been helpful when assisting in any type of question or issue.

Cons

Only real con is that with the pandemic and everyone meeting not in the same location, Nasdaq BoardVantage does not offer audio/video conferencing along with being able to present content similar to WebEx from a laptop or ipad.

Boardvantage happy user!

BV has made my job easier. It's easy to use, uploads and combines documents. The staff are always friendly and respond quickly.

Pros

BV is very user-friendly. You will have a rep assigned to you who meets with you and actually sets up your company for you so you don't have to worry about not setting it up correctly. Support is wonderful; response time is quick. I love the replace feature in BV if a document needs to be edited.

Cons

There isn't anything that I don't like about BV. However, there are small things that could be enhanced. When you do have a suggestion, you are able to submit it for review to see if others are in favor or are requesting it. BV is open for suggestions!

NBV Review

User friendly, and most all of our users experience relatively few issues and can navigate through the screens easily to find what they need.

Pros

It is fairly intuitive, with the exception of a couple of small items, you usually don't need to contact support often.

Cons

Prepping for the last board meeting, I had an incident where the linked agenda just "disappeared" with the notation, File Corruption. Not sure why or how that happened, but I have had similar situations once or twice previously. I just deleted it and started over, as I didn't have time to contact anyone.

Works wonders for us

I like that we no longer have to mail out confidential board materials and it cuts down on confusion when updates are made. In the past we had to bring printed copies of revisions or additions to the meeting if they were made after the materials had been mailed to the board members. I notice that most board members use their IPad so no materials are printed which cuts down on confidential documents being misplaced.

Pros

I liked the ease of updating the board materials once they are posted.

Cons

Can be pricey if you are on a limited budget. Also if your board members are not used to using current technology there will be a learning curve.

Highly Recommend Nasdaq Boardvantage

Using Nasdaq Boardvantage for our Board and Committee meetings has saved a tremendous amount of my time in prepping and getting the materials out.

Pros

I love how user friendly this software is and their customer support is great. If I ever have a question, customer support is always available and answers my questions in a very timely manner.

Cons

Copying one folder to another folder is a bit tricky because the permissions don't seem to transfer over.

Review

Great

Pros

Several features make it very practical: Ability to structure folders easily, send emails in the software, link to corporate email, change permissions by document, etc.

Cons

Can be glitchy sometimes in certain browsers

Great software for our Board Meetings

The customer support is great. Any questions were answered quickly via email. The webinars that review various functions of the software is also a plus - it helps to keep us up to date even if we don't use the software on a regular basis.

Pros

Easy to put all of the meeting information in one place for the board members to review. Also good to get confirmation of who has reviewed the material, using the reports function.

Cons

I like the ability to use the software as a virtual meeting, but it's been easier for us to use a Skype or Zoom meeting and then just present the material from there. It was took difficult to coordinate audio with the BoardVantage meeting

Best customer service on the planet.

My overall experience has been exceptional. It meets all of our Board requirements and we have room to expand our use to other business functions and other features.

Pros

While I do enjoy the software, the Customer Service far surpasses any other I have ever called. No matter what the question, the people answering the phones ALWAYS have the answer. I do enjoy being able to edit files in the software and my favorite feature is the Presenter Mode.

Cons

Any issues I have had with the software has been related to my browser, not the software.

Multi channel and multi company access

Pros

All of my boards all use Nasdaq Boardvantage, so once I learned it, it was easy to translate to the other companies

Cons

Not all of my boards are on the same version, which sometimes makes Access tricky. For example, there is an issue with continued access using Safari.

User review

Security

Pros

Easy to use as a director who isn’t running/ chairing meeting.

Cons

Can’t print out papers to annotate. This can be difficult when chairing meeting.

Great Platform!

Pros

I appreciate being able to upload a document in its original format. This saves time should I need to make changes to any specific document. No need to reload or replace.

Cons

Could be Nasdaq or our company's bandwidth but uploading a large document can sometimes take longer than expected.

Intuitive product

Pros

Ease of use for all members. Book and material layout.

Cons

The deletion of annotations is permanent even in tracking.

Board info sharing

The support has been very good. My problems have been resolved quickly and efficiently

Pros

The software is easy to use. The tutorial at the onset was very helpful and within minutes I was able to use the portal efficiently.

Cons

The annotation function takes some getting used to. You need to close it after each edit or you find yourself scribbling on the page when you just want to change pages

Secured and excellent tool

Pros

Secured and excellent tool. The customer service is excellent. He helped me quickly to resolve my problem accessing to the platform.

Cons

Will improve other features to ease its use. Like when downloading documents.

An excellent system for corporate directors

Recently I had very prompt and responsive help support when calling your help support via telephone.

Pros

Now that I have spent the upfront time fully understanding how to use and navigate through the system I find it very easy to use in reviewing and annotating board documents.

Cons

It seems much slower to process and download new files than other comparable systems I have used (e.g. Diligent)

Great platform for large document share and collaboration.

Overall, I am very satisfied with the performance of the software, the file storage capacity, and above all, the customer service.

Pros

Generating and publishing a Board Book was a fraction of the time historically spent, required 3 less laborers for assembly, and resulted in $0 shipping cost. Survey module with collaborative creation and built-in reporting is quite handy. Generating communications from BV helps emails stay focused and attracts attention.

Cons

Extending survey completion deadline results in loss of data and requires "re-opening" the survey. Sharing presenter mode is cumbersome.

Great product and support!

We have had a many year positive relationship with this company and software and appreciate the ease of use for the user and for our Board of Directors. It is a huge relief to be able to easily share confidential information and also to have the option to delete that info remotely.

Pros

This product is easy to use, much like navigating windows and their 24 hour support staff is outstanding when to comes to any questions.

Cons

I really don't have anything not positive to say about this software.

Great features and customer service

Overall I really like the program and the customer service has been exceptional.

Pros

The ease of editing and updating board books. I love that small changes don't equate to a large amount of time and work. This is also great for living documents that change often.

Cons

You can't attach documents to emails that are not uploaded in Boardvantage. This is frustrating for those who do not have editing permissions.

Very Satisfied Board Member

Pros

The ease of use and assured confidentiality make this software very satisfactory.

Cons

Initially, access seemed problematic, but this no longer an issue.

Worth it

Overall my experience has been very good. At the moment I believe I am receiving way too many emails from Nasdaq it is a bit overkill there are 1 or 2 and sometimes more in my In Box for Nasdaq every day. On top of all the other emails I am receiving it does not give me sufficient time to look at them all.

Pros

It saves me a lot of time. It is pretty user friendly. I have always found the customer support to be fabulous.

Cons

The log in process is what I like the least about this software.

Improving after a tricky start!

Had some good support in recent months so starting to make it work better for us

Pros

Good way of sharing documents with the Board and also lets them add notes/comments when they review the documents.

Cons

We have had some teething problems and think we made the initial set up too complicated. Some of the navigation can be a bit clunky at times.

Verry Effective Software Product

Pros

Software is straightforward to use and store documents securely. The other thing I like about the product is the customer service support. They were very responsive and quickly resolved my issue.

Cons

I have not found an issue with the program.

User

Good customer service and tech support. Clear and well marked visuals

Pros

Ease of use, outlines and markers to find suitable pages

Cons

Better thumbnail parameters and bookmarking

Review of Nasdaq Boardvantage

As mentioned above it is pretty user friendly AND the Tech Support is amazing! Every person that I have talked to has been patient and very helpful!

Pros

It is pretty user friendly and actually fun to use.

Cons

When giving permission to users for documents, the scroll bar is very thin. Would be easier to use if a bit wider.

Great system

We've only just started using it but wanted something that was more secure than sending out emails.

Pros

I appreciate the ease with which you can create a board book and then change it around as needed to match changes in the schedule as well as the ability to track who has logged into the system.

Cons

Would like an ability to customize reports.

Workable Tool but tool could use some improvement

Pros

I like the post it notes, highlighting, feature. Relatively easy to use. Customer service representatives are very helpful.

Cons

I dislike the following things: (1) The sync function is slow. It is unwieldy and slow. It is hard to eliminate prior (older) documents from syncing each time into the briefcase. (2) I don’t find the website particularly attractive. (3) I think a user manual would be helpful so I don’t have to keep calling the NASDAQ BoardVantage customer service respresentatives.

Easy to use but need more upgrade

Pros

easy to upload and collate documents easy to share secure documents

Cons

Only word file can be a front page of a book so if any other files, excel or power point, can be a front page, it is more easy to use. Email system is not comfortable because I cannot see the precious email when creating new email. When adding documents onto book, it is very helpful if "Update" mark can be added next to the document name on the front page automatically

Very User friendly platform

It's very easy to use and very mobile especially during the work at home arrangement.

Pros

There is a lot great functionality on the software in one particular place. It also allows me to retract to documents that we have previously done and it's mobile. It's also very secure.

Cons

It would be great to co-incide with Zoom meetings without having the users to look at two screens at once.

Great Product

The customer service is wonderfully helpful in walking you through any trouble shooting and also provided me with a backup alternative in case needed in the future as a temp fix.

Pros

The product makes it very easy to upload documents to create pacakges for Board presentation. And on the flip side, very easy for the Board to obtain and review when the packages are complete.

Cons

I have no complaints about the software at the current time.

Great Backup Support

Pros

It is easy to use if using it on a daily basis but overall it is easy to understand.

Cons

First learning how to administer instruction.

Collaboration securely amongst all team members in real time

I like it because of the collaborative capabilities and intuitive navigation of the software. It has security features that others in the organization like

Pros

I like the feature of seeing the bios of each applicant on line with easy to access hyperlinks to areas of concern flagged by staff members. The other feature is one can view the material off line at time of virtual team meeting when there is limited to no internet access And the third feature i like a lot is the 24/7 live access - was very surprised to learn this actually exists at 0200h in the Pacific Time Zone

Cons

Navigation back to original spot within the software is a bit clunky - requires a few more clicks than I anticipated- could be a bit more intuitive if the links are automatically opened up in separate tabs/window

Best Board Portal On Market

Pros

So easy to use. Reliable too. Great features. Well thought out.

Cons

Compared to competition...nothing! All great features.

Great Board Portal

Boardvantage has been widely accepted and used by staff and our board members. They are really pleased with the performance and like not having to have "hard copy" materials but also like the ease of use of the portal.

Pros

I like how simple it is to upload, edit and create board materials in on location that is easy to access by all

Cons

Sometimes depending on the device you are viewing your materials on, when you click on an item to view it doesn't always start on the beginning page, it opens on like the second or third page.

New User

Pros

My company just recently started utilizing this program. So far I can tell that it is very user friendly and the support from my Trainer has been very helpful. I am looking forward to using it every day!

Cons

So far so good! No complaints or issues here!

Experience with Boardvantage

Pros

Ease of usage. Convenient for last-minute updates and traveling. Environmental friendly and easy retrieval.

Cons

The initial registration is a bit complicated.

Ease of use & technical support

Excellent experience and easily understandable directions and quality of services

Pros

Easy to utilize and understand along with superior technical support staff.

Cons

I am totally satisfied and highly complimentary of the products.

Quality

Board discussions

Pros

Easy to use and the support is world class.

Cons

Nothing in particular. Was impressed with the product