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Trusted by + board members and executives
*>20% time saved. Industry time and motion studies.

Provide your clients with the first-class experience they expect, give your teams a tool to serve over 20% more clients whilst still saving time, and turn a cost centre into a revenue stream.

Fund Administrators, Trusts, and Corporate Service Providers choose Board Intelligence because…

  • It’s for multi-client, multi-fund structures with multi-boarded directors — with an architecture and permission set matched to your industry’s unique organisation and roles.
  • It’s the portal that delivers the greatest operational efficiencies and time savings, according to time and motion studies conducted by industry leaders.
  • It offers managed service implementation, delivering roll-outs to over a hundred entities per month — all handled by the Board Intelligence team.
  • It gives you the flexibility to co-market the solution, using a fee structure and billing service that align with client invoicing.

“We’re looking at a 2025% time saving in creating the board packs compared to our old board portal provider.”

~ Adam Jeffries, Group CIO, JTC

Created with the service provider industry’s needs in mind

  • Segregated bookcase for each client, keeping everything secure and simple.
  • A simple, fixed fee per bookcase, regardless of user numbers, that can easily be recharged.
  • The most granular permission set guaranteeing that administrators and clients can only access the entities, pack, and individual documents that they should, and enabling “pack compilers” distinct from pack approvers or distributors.

“Board Intelligence is one of the few pieces of technology that feels like it’s been written by the end-user. It’s so intuitive.”

~ Robert Burgess, NED, OakNorth Bank

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.

“BI24 are amazing! Without fail, every time we need something, they are the most responsive support team I deal with across all of our vendors globally.”

~ Stuart Geddes, Group Head of IT, Ocorian


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.

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 & 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.

You’re in great company

Board Intelligence is the market-leading board portal for fund administrators, trusts, and corporate service providers. Over 60% of our new customers are referred to us by existing ones.

See what our customers say...

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