Fund administrators, trusts, and corporate service providers choose Board Intelligence because…
- Purpose-built for multi-fund or multi-client structures with multi-boarded directors — with tailored architecture and permission controls.
- Measurable efficiency gains. Time savings proven by motion studies conducted by industry leaders.
- Managed service implementation, delivering roll-outs to over a hundred entities per month — all handled by the Board Intelligence team.
- White label ready— fee structures and billing that integrate seamlessly with client invoicing.
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Board Intelligence’s portal is clearly built to suit the needs of fund services teams.”
Wendy Twamley, Senior Director, Internal Corporate Secretarial Services, Waystone
An experience you and your clients will love
- Instant online and offline access for all your clients to their meetings and documents — including your archive of past meetings.
- Intuitive search and communication tools that help directors find the information they need, collaborate, share notes and messages, and operate at their best.
- Global access to market-leading concierge 24/7 support provided by the Board Intelligence team — so that your team never gets bogged down by any issues.
- Dedicated account management, full implementation support, and ongoing training programme for both new joiners and users.
- Support for compliance in highly regulated industries, including DORA and CSSF.
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There’s a reason we’ve worked with Board Intelligence since 2016 — they not only grasp the intricacies of the fund services market but their board portal is hands down the best solution for our growing organisation and global client base.”
Matt Horton, Chief Strategy and Innovation Officer, Aztec Group
Get access to the latestAI-powered tools
Our engineers aren’t just coders; they’re former consultants with boardroom experience. They build AI to fix what they’ve seen slow down thousands of boards.
- Save your clients hours of administrative time with our AI-powered Minute Writer.
- Give directors sitting on multiple client boards a more efficient way to prepare with Insight Driver.
- Enable clear, concise reporting across client management teams with our AI-powered report writing tool, Lucia.
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Generic AI tools work well for high-level summaries, but for board and committee meetings, detail is key — and that’s what we get from the AI in Board Intelligence.”
Sarah Dobson, Head of Executive Support, Cambridge Building Society
The fastest way to compile and distribute a board pack
- Paper submission tool to automatically request reports, chase submissions, and enable document collation without any need for email.
- Easy-to-use interface, with just a few clicks required to publish a pack.
- Efficiency gains that free up internal resource to service more clients without adding additional headcount.
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Board Intelligence gives us a 20–25% time-saving in creating our board packs.”
Adam Jeffries, Group CIO, JTC – watch the video
Scale up your board evaluations with a seamless tool to survey your clients' boards, managing everything from one platform and freeing up admin time.
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The next step in corporate governance
Differentiate your client proposition by enabling your clients to drive better governance and improved meetings and decision making.
- Agenda analytics that monitor whether meeting time is used effectively.
- Automated reporting to ensure compliance with governance codes and ESG requirements.
- Best-practice board templates and training to transform board papers.
- Invest in and upskill your governance teams through a multiformat L&D programme.
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The Board Intelligence portal has helped us leverage technology to transform the board meeting process. We’ve had fantastic feedback from clients.
Mick Hackett, Director of Corporate Secretarial Services, Waystone – watch the video
