Aprio

RATING:

4.5

(30)

About Aprio

Aprio’s easy-to-use board management software streamlines board meeting preparation and communication, improves board engagement, and facilitates decision-making outside the boardroom. Our secure cloud-based board portal is the first choice among credit unions, banks, healthcare and education organizations to provide instant access to board materials from any device and enable real-time collaboration and communication. Backed by the best customer service in the industry, we make good governance simple.

Aprio Pricing

Aprio offers a simple and affordable per-user pricing which gives you access to all our features, unlimited group/committees, unlimited ongoing training, and our 24/7 support.

Free trial: 

Available

Free version: 

Not Available

Access all your board materials from any device at any time
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Aprio Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Aprio

1 - 5 of 30 Reviews

Anonymous

1,001-5,000 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2018

Completely satisfied with Aprio

PROS

We have used Aprio for more than 10 years. During that time we have had lots of turnover of staff and board members. Rarely have we needed to provide formal training. For the most part, we simply provide the login access to the new user and they teach themselves. Board members find Aprio useful and easy to use.

CONS

I tend to use the desktop version when I set up a meeting and load materials because I find the functionality better. However, for just reading my board package or having it available during a meeting, using the App on my iPad is just fine.

Rose

Financial Services, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

Review of APRIO

My overall experience with APRIO has been excellent. I have used APRIO for at least 8 years now if not more. The trainers and support staff are excellent - [SENSITIVE CONTENT HIDDEN] are readily available to assist you and work until they resolve your issue. The Board find it easy to use and I rarely receive any complaints or frustration regarding difficulty in using the software. It has saved us time and money in more ways than one. Too many to mention. Thank you.

PROS

The product is user-friendly for the most part. First, it is secure and if someone is not a participant for a particular meeting, they cannot access the information even if they are a user. Second, I like the fact that the library holds documents that are easily accessible. Third, the signing feature to approve material is the biggest plus for us. The fact that items requiring approval asap by the Board has eliminated the need for non-scheduled meetings to be held. It is the one feature that has made a huge difference to our way of conducting business and responding to our members within a reasonable time frame. Another plus is the elimination of printing reports. As well, providing Board reports to Auditors with the "download pdf" feature allows me to give the auditors exactly what they need. Lastly, we use the "Action" feature that allows us to keep track of Action items that arise at meetings and track the progress until completion so we do not lose sight of them. There are so many features that I enjoy. I could keep on going. These are a few that are top of mind.

CONS

The folder structure and the ability to move items into a folder later is difficult without going in and moving each item separately. A drag feature into a folder would be really handy. The ability to "turn off" a user and "turn on" when required without having to remove their access and then resend a welcome message. This way your users remain under the requirement of your contract and those users that attend one or two meetings per year (specifically staff required at a meeting) are not counted as a regular user. Another frustration is the timing out feature. And I have extended it. However, I have been in the middle of adding numerous documents and the time out feature appears and I have lost all of the uploading I was in the middle of doing.

Nichole

Banking, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed March 2021

Aprio Review

There customer service was very quick to respond and very friendly; however, the technology did not keep service wise.

PROS

This was the first online board platform we used for our organization; however, it did not meet our expectations. The only feature that appeared to work correctly and we used regularly was the expense management functionality.

CONS

Unfortunately, there are many. Login issues, syncing issues, annotations/surveys showing for some but not all, documents error loading, file error loading, app would close off for no reason, etc.

Reason for choosing Aprio

Our previous [SENSITIVE CONTENT HIDDEN] at the time moved forward with this product and I took over as an administrator. We used the service for about one year and that is when I started to look at other providers.

Marie

Civil Engineering, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

Aprio - Service is Everything!

Aprio staff are wonderful to work with; they are accommodating, understanding and very quick to respond to any inquiries, whether it be to assist the administrator or its Directors. I love that all our information is located in one depository for ease of access by everyone given permission to use it. During the pandemic, I cannot imagine how difficult it would be to resort back to the paper age, couriers, etc.. Being able to conduct our meetings virtually, with all our material downloaded into Aprio has been truly a blessing.

PROS

During our demonstrations, Aprio appeared to be user friendly. The fact that they were a Canadian company was also a huge benefit. The product for the price was a good selling point for our Directors. Myself as the administrator and our IT department undertook a review of several software companies, and for the price, Aprio seemed to be the best option. We do not regret our decision, and continue to use the software for all of our Board and Committee Meetings, and a depository for all information for our Directors. The initial phase was completed seamlessly, with the exception of a couple of hiccups, which were readily identified and fixed by Aprio.

CONS

The one feature regarding Aprio that our Board found somewhat frustrating was the difference between the app and the dashboard. I understand that modifications are underway in its next release to "mirror" each other, which will be a welcome improvement.

Reason for choosing Aprio

Price point was a huge draw for us in purchasing Aprio over other software. The other factor that was very important to us was that they were Canadian.

Joanna

Non-Profit Organization Management, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Makes Board governance easier!

We didn’t have a single point of access for our Board of Directors which was secure enough to store highly confidential information such as policies and bylaws. After moving all our documents to Aprio the Board and staff are able to access and store information in a secure and easily accessible forum.

PROS

I cannot day enough great things about Aprio. From the ease of use of the product to the amazing customer service Aprio is a well rounded product that is every Board administrator’s dream.

CONS

There is nothing I don’t like about the software.

Reason for choosing Aprio

Functionality and customer service.

Vendor Response

Joanna, we are so happy to see that you are enjoying your experience with Aprio! We work very hard every day to improve our software and support every client. It's great to have such positive feedback!

Replied December 2019