Why Fund Administrators, Trusts, and Corporate Service Providers choose Board Intelligence:
- Purpose-built for multi-client, multi-fund structures with multi-board members — includes permissions and setup that cater to your industry's unique needs.
- Proven to save time and enhance operational efficiencies (based on time and motion studies conducted by industry leaders).
- Full-service implementation — our team handles rollouts to over 100 entities monthly.
- Flexible fee structure and billing options designed to integrate seamlessly with your 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 to all meeting documents — including past archives.
- Intuitive collaboration tools that help directors search, share notes, message, and communicate directly in the portal.
- 24/7 global support from our in-house team, so your staff stays focused on clients — not troubleshooting.
- Dedicated account managers, full implementation support, and continuous training for new and existing users.
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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 organization and global client base.”
Matt Horton, Chief Strategy and Innovation Officer, Aztec Group
The fastest way to build and share a board pack
- Automated paper submission: request, collect, and compile reports — no email chains needed.
- Simple interface: just a few clicks to publish a complete board pack.
- Boost efficiency, free up internal resources, and handle more clients without expanding your team.
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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
The next step in corporate governance
Set yourself apart by offering your clients better governance tools and meeting experiences.
- Agenda analytics that detail how meeting time is being used.
- Automated reporting to help comply with governance codes and ESG standards.
- Best-practice templates and training to improve board reporting.
- Ongoing professional development for governance teams through multiformat training.
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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
