What is board management software?

Board management software is a secure digital platform designed to streamline and simplify the management of boards of directors and executive teams. It provides tools for scheduling meetings, distributing agendas, sharing documents, recording minutes, and ensuring secure communication. The software helps boards to operate more efficiently, collaborate seamlessly, and maintain better oversight and governance. Read our guide to board portals for more information.

How does board management software improve board operations?

Board management software enhances board operations by centralising key tasks and documentation in a single, easy-to-use platform. It improves efficiency by reducing time spent on administrative tasks like document distribution and meeting scheduling. It also supports better communication and collaboration between board members, enabling them to access up-to-date information anytime, anywhere. Ultimately, it leads to more informed decision-making and smoother, more effective meetings. Find out why boards benefit from using purpose-built board management software versus generic collaboration tools.

What are the key features of Board Intelligence’s board management software?

Board Intelligence’s board management software comes with a range of value-adding features, all of which have been designed and built with the governance team and board’s workflows and needs in mind. These features include: • Secure document sharing: Safely store, share, and access critical documents, including meeting agendas, minutes, and reports. Board Intelligence’s board portal uses the highest-quality UK data centres, approved for hosting UK Government data. • Meeting scheduling and calendar integration: Effortlessly plan meetings and synchronise with members’ calendars. Board meeting software from Board Intelligence integrates with your chosen video conferencing app, making it easy and secure to access everything you need for your board meetings in one safe place. • Agenda creation and distribution: Easily create, customise, and distribute meeting agendas to all participants. Drag and drop agenda items and files and see timings and page numbers update automatically. • Real-time collaboration: Collaborate on documents and notes in real-time during meetings. Use e-Signatures to approve and sign documents remotely and Annotations to make and share secure notes. • Task management: Governance professionals can request papers from management, assign owners and send reminders within the platform, to ensure accountability and the timely and efficient gathering of documents. • Secure access: Robust security measures to protect sensitive information, whether directors are meeting in-person or virtually. The Board Intelligence board portal offers biometric login, for example, with FaceID or TouchID on any compatible IOS/MacOS device. • Mobile access: Access all features and documents on-the-go through mobile apps for Windows 10 and above, MacOS, iPad and iPhone. • 24/7 service: True 24/7 support from BI24, our specialist support team. They’re there to help you get the most from your board portal software, and ensure you’re up to date with all that’s happening in the world of governance. Find out more about how board management software keeps your most sensitive and mission-critical information safe.

Can the board management software handle different types of meetings and documents?

Yes, Board Intelligence’s board management software is flexible and can handle a wide variety of meeting types, such as regular board meetings, committee meetings, and executive sessions, as well as hybrid, virtual, and in-person meetings. It also supports a range of documents including meeting agendas, minutes, reports, financial statements, and governance policies. The board portal software allows you to organise and manage these materials in a way that suits your board's needs.

What analytics and reporting capabilities are included?

Board Intelligence’s board management software includes built-in analytics and reporting tools to help track board performance and engagement, and to optimise your organisation’s use of the platform. It can generate reports on meeting attendance, task completion, document access, and more. These insights can help you measure board effectiveness, identify areas for improvement, and ensure that all members are staying informed and involved.

How much does an AI-powered board management software cost?

The cost of AI-powered board management software varies depending on the number of users and the specific features required, with most solutions operating on a subscription model. Board Intelligence’s board portal offers tailored pricing based on your organisation’s requirements, so you can request a quote that reflects the size and needs of your committees and governance team.

How does AI help with agenda planning and board meeting preparation?

AI supports governance teams by taking the admin strain out of agenda planning. Instead of manually drafting agendas and gathering materials, AI tools can suggest agenda items, highlight key issues from previous meetings, and automatically align documents with the agenda. This helps meeting organisers save time, reduce errors, and ensure that board discussions focus on strategic priorities rather than logistics. With Board Intelligence, AI is built into the platform to recommend agenda structures and simplify preparation, freeing teams to concentrate on the quality of board discussions. Learn more about our Agenda Planner tool and how it can help streamline your meeting prep.

How secure is cloud-based board management software for confidential documents?

Cloud-based board software is designed to safeguard highly sensitive board papers and discussions. Leading providers use enterprise-level security, including end-to-end encryption, multi-factor authentication, and secure hosting environments that meet recognised compliance standards. Access permissions and audit trails ensure only authorised directors and executives can view or share documents. Board Intelligence adds to this with UK government–approved data centres, biometric login options, ISO 27001 and ISO 9001 certifications and a 24/7 support team to keep confidential documents protected at all times.

Entity Management System | Board Intelligence

Ems - use AI to get intelligent insights on your entities

See what matters, across your whole portfolio

Intelligent Insight can answer any question about your entities. Get a clear, sourced answer — drawn straight from your own records.

Get answers that span your whole portfolio, not one entity at a time.
Answer regulator, bank, and know-your-customer (KYC) questions in minutes, not days.
Let directors and other teams find their own answers, freeing up your time.

Your whole group, charted in seconds

See ownership and control across your whole group — parent, subsidiaries, jurisdictions — mapped automatically, and always up to date. No more rebuilding charts by hand.

Export board-ready charts to PowerPoint and Word — fully editable, real shapes and connectors, ready for the board pack, the auditor, or the regulator.
Model and save new reorganisation scenarios from your current structure as drafts, alongside your live group.
Cross-holdings, minority stakes and multi-jurisdiction chains, laid out so a director, lender or regulator can follow the group at a glance.

EMS - AI that automates your compliance work

Set your work in motion

IQ Entities doesn't just track your compliance work — it automates it for you, so you're approving the work, not labouring through it.

Map your requirements once and IQ Entities turns them into the obligations and recurring or event-triggered tasks for every entity — with roll-up views across entities, teams, and jurisdictions.
Trigger a whole multi-step workflow from a single event — with tasks assigned, and key steps handled for you.
Hand off repetitive work across your entities — then review and approve.

Get set up in minutes, not months

No more manual data entry to populate your records. Provide your source files and IQ Entities extracts the data for you to approve, so you can get started and stay current in seconds.

See every proposed change with the exact source it came from.
A clear approval process then lets you move forward quickly.

EMS - entity management built for governance teams

Everything you need. Nothing you don't.

Underneath the AI is a complete entity management system, built specifically for governance teams. IQ Entities is easy to use without the need for a thousand-page manual to understand it. It carries the same enterprise-grade security as our board portal: ISO 27001-audited, encrypted in transit and at rest, and independently pen-tested.

One source of truth — a single register for ownership, directors, officers and roles, with read-only access for directors, auditors and other teams to see just what they need.
Records that fit you — customisable structures that adapt to each entity and jurisdiction.
Reporting, exports, and audit-ready views — ready for the board pack, the auditor, or the regulator.

EMS - Integration with all the systems you rely on

Do it once. See it everywhere.

IQ Entities integrates with the systems you rely on, so your data stays in sync and you never enter it twice.

Works as one with your Board Intelligence board portal — entities and directorships flow out; meetings, agendas and minutes flow back.
Two-way Companies House sync.
Two-way SharePoint file sync — save a document once and it’s everywhere it’s needed.
A secure API to connect everything else.