Asset Management

Leading asset management firms have adopted BoardVantage because the system raises productivity of the corporate secretary office while increasing visibility for trustees and third parties. The portal is straightforward to use and, because board materials are sensitive, security meets or exceeds the standards of IT departments in global financial institutions.

BoardVantage is economically attractive because funds are able to go paper-light (or paperless) within 3 to 6 months which lets them save tens of thousands of dollars on unnecessary printing costs.

Productivity for the Corporate Secretary Office

• Efficiency:

  take the headache out of board book prep with tailored workflows for creating and distributing board books

• Responsiveness:

  respond instantly to last minute changes with automated indexing, collating and document replacement

• Centralization:

  maintain a single electronic record for current and archival documents

• Cost Savings:

  annual printing costs for board books, liquidity reports or other information

• Ease of Use:

  accelerate the rollout because integration with Microsoft Office and Adobe Acrobat shortens the learning curve

Visibility for Trustees and Third Parties

• Global Access:

  get immediate access to board materials whether working from the firms' premises, a remote office or personal residence

• Instant Access:

  locate new materials and updates with a single click. Scan the agenda at high level or drill-down for details.

• Archival Access:

  use full-text search for quick lookups of current and archival information

• Offline Access:

  download materials in a secure offline repository and mark up pages with industry-leading annotation

• Private Access:

  BoardVantage does not track director usage or have access to customer content

Confidentiality Assured

• Certification:

  BoardVantage is SAS70 Type II certified

• Validation:

  Audited by global financial institutions

• Access Control:

  role-based security

• Authentication:

  two-factor authentication

• Encryption:

  data encrypted in transport and at rest

Key Features for Corporate Secretaries

• Desktop integration:

  seamless integration with Microsoft Office and Adobe Acrobat

• Board book builder:

  wizards for the creation and distribution of board books

• Auto-conversion:

  automated conversion of documents to PDF with 100% fidelity

• Auto-update:

  support for last minute changes with a single click

• Auto-collation:

  indexing and assembling of multiple disparate documents

Key Features for Trustees and Third Parties

• Email integration:

  single click access from personal email to any content

• Central repository:

  encrypted repository with full-text search

• Online and offline:

  secure offline repository with automatic synching

• Annotation:

  industry-leading document mark-up

• Ease-of-use:

  director-friendly design and 24x7 support