--- title: "Nasdaq Boardvantage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Nasdaq Boardvantage Software - reviews, pricing plans, popular comparisons to other Company Secretarial products and more." source_url: "https://www.capterra.com/p/154125/Nasdaq-Boardvantage/" page_type: "product" language: "en" publication_date: "2026-11-10" --- # Nasdaq Boardvantage Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Nasdaq Boardvantage ## What is Nasdaq Boardvantage? Nasdaq Boardvantage® is a board management software that helps corporate secretaries at any organization work better, faster. Simplify board meeting preparation, build agendas, capture minutes, and distribute materials to directors, in one place. Assign tasks, track progress, initiate votes, obtain approvals, and sign documents – paperlessly. Built-in storage helps keep board materials safe and accessible, whenever you need them. Users enjoy access to an award-winning 24/7/365 support team. ## What is Nasdaq Boardvantage used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[Collaboration](https://www.capterra.com/collaboration-software/) Overall rating Based on 83 user reviews Reviews sentiment Positive 94% Neutral 6% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Nasdaq Boardvantage alternatives Highest Rated [4.7 (366)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (14,700)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (60)](https://www.capterra.com/p/172971/Aprio/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (128)](https://www.capterra.com/p/221109/Boardable/reviews/) Starting price $20.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/alternatives/) ## FAQs about Nasdaq Boardvantage Overview ### What problems does Nasdaq Boardvantage solve? Nasdaq Boardvantage solves the burden of assembling, mailing, revising, and archiving paper board books by centralizing secure meeting materials, agendas, approvals, and voting records. Board administrators, corporate secretaries, directors, and committee teams use it to distribute last-minute updates, confirm document review, support remote meetings, and keep confidential records accessible. Answer based on 41 reviews Overview ### Which roles and teams benefit most from Nasdaq Boardvantage? Nasdaq Boardvantage is most used by executive assistants, personal assistants, and administrative teams that prepare board materials, schedule meetings, and distribute secure documents. Directors, board members, and senior executives use it to review agendas, access meeting packets, collaborate on governance decisions, and keep confidential board communications organized. Answer based on 81 reviews Overview ### What company size and industries is Nasdaq Boardvantage built for? Nasdaq Boardvantage serves organizations of all sizes, led by enterprises (52%) and Banking (14%). Its reviewer base also includes midsize businesses (25%) and small businesses (23%), with Insurance accounting for 11% and Financial Services for 7%. It is intended for nonprofit, public, and private-sector boards and executives. Answer based on 81 reviews Features and Usability ### What are the key features of Nasdaq Boardvantage? Nasdaq Boardvantage includes document management for creating and updating board books, plus board meeting tools such as agenda management, meeting notes, and polls/voting. Core security features include role-based permissions, two-factor authentication, and audit trails. Reviewers also frequently discuss document sharing, commenting/notes, dashboards, and reporting for board material review. Answer based on 35 reviews Integrations ### Which third-party tools and platforms does Nasdaq Boardvantage integrate with? Nasdaq Boardvantage integrates with Docusign, Google Drive, Microsoft Outlook, Microsoft Teams, and Zoom Events and Webinars. These integrations cover document signing, file storage, email, team communication, and virtual meetings, giving boards access to the tools they already use across governance and collaboration workflows. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Nasdaq Boardvantage offer? Nasdaq Boardvantage provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation provides written reference material for self-paced review. Answer based on 8 reviews Getting Started and Support ### What customer support options does Nasdaq Boardvantage offer, and how do users rate the experience? Nasdaq Boardvantage offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative assistance, and chat. Users generally describe support as responsive, knowledgeable, patient, and effective at resolving issues quickly. Some users report difficulty reaching an account manager and want clearer, searchable onboarding guidance and manuals. Answer based on 35 reviews Security ### How does Nasdaq Boardvantage handle data security and access control? Nasdaq Boardvantage protects confidential information by limiting access to authorized users, supporting two-factor authentication and security questions, allowing remote deletion of shared information, and locking down meeting data. It also records electronic votes for later audit purposes. Reviewers note that login security can be cumbersome, with account lockouts, repeated security questions, and difficult switching between organizations. Answer based on 18 reviews Document management ### How well does Nasdaq Boardvantage manage board documents? Nasdaq Boardvantage organizes, stores, and distributes board materials in a secure digital portal, reducing reliance on printed binders and mailed updates. Board administrators value drag-and-drop uploads, searchable archives, page replacements, and packet creation from common file types. Some users find document placement, downloads, and certain attachment workflows less convenient. Answer based on 27 reviews ## Features AI summary Based on 104 Company Secretarial reviews Capterra reviewers highlight these features as the main priorities when choosing company secretarial software: - **SSL Security** (**62%** of reviewers rated this feature as critical) - **Critical Date Alerts** (**75%**) - **Document Templates** (**80%**) Nasdaq Boardvantage includes **Critical Date Alerts** and **Document Templates**, covering two of the top features buyers look for in this category. These features help teams stay on top of filing deadlines, meeting schedules, and recurring compliance tasks while creating consistent documentation more efficiently. However, it does not offer **SSL Security**. Instead, the product provides other important capabilities that reviewers also value, including **Secure Data Storage** (**50%**), **Archiving & Retention** (**62%**), and **Document Storage** (**54%**), helping businesses protect records, keep documents organized, and maintain access to important governance information over time. Secure Data Storage 4.9 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Archiving & Retention 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Document Storage 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 4.5 (17) 52.94% of 17 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Meeting Management 4.5 (13) 53.85% of 13 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation Document Management 4.5 (12) 41.67% of 12 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Nasdaq Boardvantage 84 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agenda Management: Access event or meeting agenda online - AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Transcription: Use AI to convert voice into text automatically - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Company Formation: Integrated automation system to allow enterprises to create new company holdings - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Critical Date Alerts: Notifications received when important dates and deadlines are coming up - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Employee Portal: Online portal where employees can access and track their own information - Event Calendar: A list of events with their respective dates - Event Scheduling: Plan an event's time and location - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Healthcare: Software designed for the healthcare industry - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Presentation Streaming: Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Screen Sharing: Digitally share screen view with others - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (81) 4.5 Based on 81 reviews ## Pricing Value for money 4.5 (61) Value for money 4.5 (61) 4.5 Based on 61 reviews ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zoom Events and Webinars](https://www.capterra.com/p/157062/Zoom-Video-Webinar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ Microsoft Authenticator](https://www.capterra.com/p/219694/Microsoft-Authenticator/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (76) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (76) 4.8 Based on 76 reviews ## User reviews Overall rating 4.7 Based on 83 reviews Filter by rating Counts reflect reviews available in this feed. 5(60) 4(18) 3(5) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Kristina G. Executive Assistant Used the software for: Less than 1 year ### "Making Board Meeting Preparation Simple and Efficient" 5.0 November 5, 2026 Nasdaq BoardVantage helps simplify the process of preparing for board meetings and distributing board materials. Having everything securely stored and accessible in one place makes it easier to stay organised, manage documents and ensure board members have the information they need ahead of meetings. This saves time and makes the overall board administration process much more efficient. Pros From an administrative perspective, I really like how Nasdaq BoardVantage simplifies the process of preparing and managing board materials. Having documents, meeting information and board packs all in one place makes it much easier to stay organised and ensure board members have access to the information they need. Cons Nothing in particular at the moment. Overall, I’ve had a positive experience using Nasdaq BoardVantage. MR Mohammed R. Technical Engineer Used the software for: Less than 1 year ### "Reliable Board Management but Takes Time to Learn" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 23, 2026 Pros The platform provides a secure environment for managing sensitive board information and documents. File sharing is also convenient, making it easy to distribute meeting materials and important documents to board members in one place. Cons The platform can take some time for new users to become familiar with all of its features which can cause a little inconvinience. MA Manager Manager Used the software for: 1-3 years ### "Finally a board tool that will actually stay up there" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 2, 2026 We were able to stop using the large paper binders that we would print out and put together to save us a ton of money and my back. Now they simply vote from their phones and it tracks what they voted for for audit purposes later. It locks down the data so I am not worried about security threats as often. I can also use the tool to create a new meeting document by copying an existing meeting document which is the only reason I am able to get this done so quick. Pros I was somewhat surprised by how well the minute maker worked and it did not destroy all of my other tools. I have a lot of food debris on my desk, but the agenda builder allowed me to drag file into the app without any delay today. Cons Setup took forever (I thought I was going to throw my laptop against the wall lol). Automatic numbering of agenda item is a disaster and looks terrible every time I add a new section. All of the older folks on the board have issues with the two-factor authentication login each and every time which is a pain for me. Verified Reviewer 4.0 November 9, 2026 AI summary based on a full review Using Nasdaq Boardvantage allows for secure document review, providing peace of mind regarding sensitive information. The setup process is not very intuitive, which may pose a challenge initially. Log in to unlock the full review, detailed ratings, and pros & cons CM Council Member Council Member Used the software for: 3-5 years ### "Boardadvantage review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 13, 2023 Good for use by Boards Pros Security for group meetings and ease to share documents Cons Too easy to get account locked. Customer service is good but it took a while to unlock account. CC Commis Chef Commis Chef Used the software for: Less than 1 year ### "Keeping the meeting organized" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 8, 2023 Overall, I've had a good experience. I've worked with several fantastic people in the past and present to maintain our account and solve problems. Pros Both functionality and usability are excellent. It is simple to use even with all the bells and whistles. Our company meetings are sometimes held in here. Its easy to use and create and join any meeting. Cons It is annoying because the meeting feature doesn't integrate with Outlook's calendaring. It impedes effective user-to-user communication over RSVPs for meetings. creates more work for everyone. BM Board member Board member Used the software for: 3-5 years ### "Unacceptable product" 3.0 June 16, 2021 I rarely have a satisfactory experience. Pros Not much. Just doesn't work well. Decent design. Cons There has be worse portal software out there somewhere, but it's hard to imagine. Antiquated login procedures, attachments don't always stay attached, doesn't function at all with Android phones, hard to print from it. None of our Board members are happy with it. Almost surely it would be better if NASDAQ didn't own it, in fact maybe it was better before NASDAQ owned it. HS Heather S. Executive Assistant Used the software for: 3-5 years ### "Board Portal" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 27, 2020 My overall experience with Nasdaq Boardvantage has been very positive. Pros What I like most about NASDAQ Boardvantage is their customer support. Not only are always helpful and pleasant, but they are readily available. Cons The software is super easy to use. I have guided people over the phone. What I don't like is my company's point person keeps changing. I am not sure if they are moving to other positions within the company, or they have high turnover. PF Phillip F. President Used the software for: 1-3 years ### "Best Option: Boardvantage!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 22, 2020 secure transmitting of info to Board Members is a huge improvement and document managing during a meeting is much improved with the software. Pros Functionality and ease of use are both fantastic. With all the bells and whistles it is easy as a user. Cons None. Like all of them it is a little tough to get documents exactly where you want them w/in a Board Book. Freda H. VP Sr. Manager Operations Technology Used the software for: 1-3 years ### "Nasdaq board vantage will transform your organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 20, 2025 Overall usage would allow me to be able to create, design and implement a place for collaborative feedback on topics needed by the board and management teams where stakeholders who may invest in the company can review our progression put strategy in place advance our mission, goals and future initiatives. Pros The suite of software and tools were useful for all functions required to develop and implement board capabilities across the company. Cons The reporting dashboard could be enhanced for more customizable utilization. [View all Reviews](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Teams vs Nasdaq Boardvantage](https://www.capterra.com/compare/154125-168668/Nasdaq-Boardvantage-vs-Microsoft-Teams)[BoardPAC vs Nasdaq Boardvantage](https://www.capterra.com/compare/153900-154125/BoardPAC-vs-Nasdaq-Boardvantage) [BoardPro vs Nasdaq Boardvantage](https://www.capterra.com/compare/154125-164493/Nasdaq-Boardvantage-vs-boardPro)