# Nasdaq Boardvantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Nasdaq Boardvantage the right Board Management solution for you? Explore 80 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/154125/Nasdaq-Boardvantage/reviews

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Nasdaq Boardvantage

4.7 (80)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Nasdaq Boardvantage

Ease of use

4.4

Customer Service

4.8

## Pros and Cons in Reviews

PG

Pooja G

ManagerComputer Software, 51 - 200 employeesUsed the software for: 1-2 years.

“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.“

February 26, 2026

PG

Pooja G

ManagerComputer Software, 51 - 200 employeesUsed the software for: 1-2 years.

“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.“

February 26, 2026

Ashadujaman K

Commis ChefHospitality, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“I've worked with several fantastic people in the past and present to maintain our account and solve problems.“

September 7, 2023

Ashadujaman K

Commis ChefHospitality, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“It is annoying because the meeting feature doesn't integrate with Outlook's calendaring.“

September 7, 2023

Calvon C

Committee AdministratorPublic Safety, 51 - 200 employeesUsed the software for: More than 2 years.

“The ease with which it allows my to deploy my work as well as collaborate with external stakeholders to ensure material for meetings are easily accessible.“

September 27, 2021

FS

Fred S

President Non-Profit Organization Management, Self-employedUsed the software for: More than 2 years.

“Emails are difficult to manage and delete in quantity.“

February 10, 2023

ER

Elaine R

Manager of Retail, 10,001+ employeesUsed the software for: More than 2 years.

“It also gives us the ability to create a board book from a variety of data sources (.pdf, excel, word, etc.) and to replace pages easily. “

June 18, 2020

TL

Tara L

Executive AssistantExecutive Office, 10,001+ employeesUsed the software for: 1-2 years.

“There really isn't anything I dislike about the software, other than the ability for members to access multiple accounts from one account.“

September 27, 2021

## Showing most helpful reviews

Showing 1-25 of 80 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Don H.  
Council Member  
Government Administration  
Used the software for: 2+ years

### "Boardadvantage review"

March 12, 2023

5.0

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.

Review Source

VR

Verified Reviewer  
Commis Chef  
Hospitality  
Used the software for: Less than 6 months

### "Keeping the meeting organized"

September 7, 2023

4.0

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.

Switched from

[Convene](https://www.capterra.com/p/133609/Convene/)

We needed more features like auto meeting record and storage.

Review Source

PG

Pooja G.  
Manager  
Computer Software  
Used the software for: 1-2 years

### "Finally a board tool that will actually stay up there"

February 26, 2026

5.0

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.

Review Source

JH

Jonathan H.  
Board member  
Information Services  
Used the software for: 2+ years

### "Unacceptable product"

June 14, 2021

3.0

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.

Review Source

Response from Nasdaq

June 30, 2021

Hi Jonathan, we appreciate your feedback. We've recently updated our user login experience, however we are always looking to improve our product based on your needs. If you need assistance in optimizing your experience using Nasdaq Boardvantage, please reach out to our award-winning customer support team.

HS

Heather S.  
Executive Assistant  
Hospital & Health Care  
Used the software for: 2+ years

### "Board Portal"

May 26, 2020

5.0

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.

Alternatives considered

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)

Reason for choosing Nasdaq Boardvantage

The decision to go with Nasdaq was an executive committee decision and other members had used Nasdaq and liked it.

Review Source

Response from Nasdaq

June 16, 2020

Hi Heather, thank you for leaving us this review. We will share your feedback with our team, and we appreciate your patience as we transition points of contact. Our commitment to delivering fantastic customer support is as strong as ever, so if you have questions, please don't hesitate to reach out to us!

PF

Phillip F.  
President  
Insurance  
Used the software for: 1-2 years

### "Best Option: Boardvantage!"

June 18, 2020

5.0

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.

Alternatives considered

[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)

Reason for choosing Nasdaq Boardvantage

Price was close enough and much better functionality with Boardvantage. Images within the Board Book are sharper as well.

Review Source

Response from Nasdaq

July 6, 2020

Phillip, thank you for sharing your positive experience using Nasdaq Boardvantage! We are pleased to hear that you are happy with our security and document management features. Our team is committed to improving your workflows and we look forward to continuing to support you and your colleagues.

FH

Freda H.  
VP Sr. Manager Operations Technology  
Capital Markets  
Used the software for: 1-2 years

### "Nasdaq board vantage will transform your organization"

January 17, 2025

5.0

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.

Review Source

AK

Ashkan K.  
Senior associate  
Accounting  
Used the software for: 1-2 years

### "Nasdaq review"

October 16, 2024

5.0

Pros

Nasdaq Boardvantage offers a secure and intuitive platform for board management, streamlining meeting preparation and document sharing.

Cons

Nasdaq Boardvantage can be challenging to navigate initially due to its many features.

Review Source

VR

Verified Reviewer  
Committee Administrator  
Public Safety  
Used the software for: 2+ years

### "Nasdaq Boardvantage Review"

September 27, 2021

5.0

Pros

The ease with which it allows my to deploy my work as well as collaborate with external stakeholders to ensure material for meetings are easily accessible.

Cons

The learning curve for new members could be a bit steep but our company has done a great job of developing learning tools as well as leveraging the e-learnings available on Boardvantage to flatten that curve.

Review Source

Response from Nasdaq

October 15, 2021

Thank you for writing a review on Nasdaq Boardvantage. We are happy to hear that our platform is improving collaboration with external stakeholders. Please feel free to reach out to your Account Manager anytime for training resources or any other questions.

VR

Verified Reviewer  
Adminstrative Assistant - Secretariat  
Education Management  
Used the software for: I used a free trial

### "Boardvantage advantages"

February 6, 2023

5.0

So far the best storage and meetings software I have come across

Pros

It is an advanced way of conducting meetings and a great way of storing information

Cons

Still to really use it and discover the loopholes

Review Source

BS

Brenda S.  
Executive Assistant  
Banking  
Used the software for: 2+ years

### "Highly Recommend Nasdaq Boardvantage"

December 4, 2019

5.0

Using Nasdaq Boardvantage for our Board and Committee meetings has saved a tremendous amount of my time in prepping and getting the materials out.

Pros

I love how user friendly this software is and their customer support is great. If I ever have a question, customer support is always available and answers my questions in a very timely manner.

Cons

Copying one folder to another folder is a bit tricky because the permissions don't seem to transfer over.

Reason for choosing Nasdaq Boardvantage

N/A

Review Source

Response from Nasdaq

December 6, 2019

Brenda, we are thrilled to hear about your positive experience with Nasdaq Boardvantage! We look forward to continuing to help you save time while prepping for Board and Committee meetings. Thank you for leaving us this review!

SP

Sheena P.  
Consultant  
Automotive  
Used the software for: 6-12 months

### "Great software for our Board Meetings"

April 7, 2020

5.0

The customer support is great. Any questions were answered quickly via email. The webinars that review various functions of the software is also a plus - it helps to keep us up to date even if we don't use the software on a regular basis.

Pros

Easy to put all of the meeting information in one place for the board members to review. Also good to get confirmation of who has reviewed the material, using the reports function.

Cons

I like the ability to use the software as a virtual meeting, but it's been easier for us to use a Skype or Zoom meeting and then just present the material from there. It was took difficult to coordinate audio with the BoardVantage meeting

Reason for choosing Nasdaq Boardvantage

This was actually chosen by our management team and I was not directly involved with the decision (only the implementation).

Review Source

Response from Nasdaq

April 16, 2020

Sheena, it's great to hear you are taking advantage of our product webinars to optimize your practices. We value your feedback - thank you for sharing your thoughts with us!

ER

Elizabeth R.  
Executive Assistant  
Law Practice  
Used the software for: 2+ years

### "Excellent Enhancement of Meetings "

November 13, 2020

5.0

It is an excellent tool to use for meetings, communication with members of a board, and has top notch security features!

Pros

For several years, I have been a user of Nasdaq Boardvantage Portal (on behalf of my boss) with regards to quarterly Board Meetings he attends either in person (or since Covid, virtually).. I have found the portal to be an outstanding tool in communicating with other board members and the Executive Director. Most important in today's world in cybersecurity, and the Nasdaq Boardvantage Portal is very secure. It's an excellent product, and I highly recommend it. Also, should a question come up, you can always reach their customer service team, which is excellent.

Cons

There are no cons. It's easy to use, they have great customer service, and accessing your information is intuitive.

Review Source

SB

Sharisse B.  
Executive Assistant  
Automotive  
Used the software for: 2+ years

### "Great Platform!"

April 17, 2020

4.0

Pros

I appreciate being able to upload a document in its original format. This saves time should I need to make changes to any specific document. No need to reload or replace.

Cons

Could be Nasdaq or our company's bandwidth but uploading a large document can sometimes take longer than expected.

Review Source

Response from Nasdaq

May 1, 2020

Hi Sharisse, thanks for taking time to write a review. We appreciate your patience with upload times - we will forward this feedback to our product team.

FK

Fatmah K.  
PA to CEO  
Banking  
Used the software for: 2+ years

### "The product is expensive but user friendly. Customer service is vital and you have the best"

November 15, 2020

5.0

It has been a very good experience since the beginning with the various upgrade.

Pros

It is user friendly and we receive updates very often which is interesting.

Cons

Nothing specific. But before the admins could put in a password for the directors and the latter could change while log in which is not the case now.

Review Source

EV

Eric V.  
Senior Desktop  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Thanks "

February 3, 2023

5.0

Pros

Support provided is always accurate and helpful.

Cons

none so far that I am aware of

Review Source

FS

Frederick S.  
Director  
Insurance  
Used the software for: 2+ years

### "An excellent system for corporate directors"

May 11, 2020

4.0

Recently I had very prompt and responsive help support when calling your help support via telephone.

Pros

Now that I have spent the upfront time fully understanding how to use and navigate through the system I find it very easy to use in reviewing and annotating board documents.

Cons

It seems much slower to process and download new files than other comparable systems I have used (e.g. Diligent)

Review Source

Response from Nasdaq

June 16, 2020

Hi Frederick, we are happy to hear you've had a great experience with our customer service team and are finding Nasdaq Boardvantage easy to use. We appreciate your feedback and will share it with our product innovation team. Thank you for your review!

JG

Jessica G.  
Administrative Assistant  
Museums and Institutions  
Used the software for: Less than 6 months

### "Great platform for large document share and collaboration."

April 13, 2020

5.0

Overall, I am very satisfied with the performance of the software, the file storage capacity, and above all, the customer service.

Pros

Generating and publishing a Board Book was a fraction of the time historically spent, required 3 less laborers for assembly, and resulted in $0 shipping cost. Survey module with collaborative creation and built-in reporting is quite handy. Generating communications from BV helps emails stay focused and attracts attention.

Cons

Extending survey completion deadline results in loss of data and requires "re-opening" the survey. Sharing presenter mode is cumbersome.

Reason for choosing Nasdaq Boardvantage

The ease of book creation and intuitive interface.

Review Source

Response from Nasdaq

April 16, 2020

Jessica, thank you for taking the time to review Nasdaq Boardvantage! We are thrilled to hear that our board portal has helped you in so many ways. Thanks for letting us know about the challenges you've encountered. Don't hesitate to reach out to our outstanding customer support team in the future.

CB

Chrisie B.  
Executive Assistant  
Airlines/Aviation  
Used the software for: 1-2 years

### "Great features and customer service"

October 28, 2020

5.0

Overall I really like the program and the customer service has been exceptional.

Pros

The ease of editing and updating board books. I love that small changes don't equate to a large amount of time and work. This is also great for living documents that change often.

Cons

You can't attach documents to emails that are not uploaded in Boardvantage. This is frustrating for those who do not have editing permissions.

Review Source

Response from Nasdaq

November 16, 2020

Hi Chrisie, thank you for your feedback on our document sharing and email integration. We are thrilled to hear that you are happy with our security and document editing features. We have shared your comments with our team and appreciate your patience as we continue to improve. Thank you for being a Nasdaq Boardvantage client!

JW

James W.  
Executive Director of Finance and Business Support  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Improving after a tricky start!"

January 3, 2020

4.0

Had some good support in recent months so starting to make it work better for us

Pros

Good way of sharing documents with the Board and also lets them add notes/comments when they review the documents.

Cons

We have had some teething problems and think we made the initial set up too complicated. Some of the navigation can be a bit clunky at times.

Review Source

Response from Nasdaq

January 9, 2020

James - we always aim to deliver a great experience, and we apologize for your tricky start. However, we're so glad to hear that Nasdaq Boardvantage features like document sharing and collaboration have proved useful for your team. Our award-winning Client Service group is a fantastic resource and would be more than happy to continue to support you in any way necessary. Thank you for leaving us this note!

GV

Gayle V.  
Legal Administrator  
Automotive  
Used the software for: 2+ years

### "Intuitive product"

April 17, 2020

4.0

Pros

Ease of use for all members. Book and material layout.

Cons

The deletion of annotations is permanent even in tracking.

Alternatives considered

[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Reason for choosing Nasdaq Boardvantage

Layout and easy to use

Review Source

Response from Nasdaq

May 1, 2020

Gayle, thank you for taking the time to write a review. We love to hear that your members find Nasdaq Boardvantage easy to use!

CL

Cecilia L.  
Principal's PA  
Education Management  
Used the software for: Less than 6 months

### "Very User friendly platform"

April 8, 2020

5.0

It's very easy to use and very mobile especially during the work at home arrangement.

Pros

There is a lot great functionality on the software in one particular place. It also allows me to retract to documents that we have previously done and it's mobile. It's also very secure.

Cons

It would be great to co-incide with Zoom meetings without having the users to look at two screens at once.

Review Source

Response from Nasdaq

April 16, 2020

Thank you for your review, Cecilia! We greatly appreciate you taking the time to share your positive experience with us. We love to hear innovative ideas, and we'll share your integration recommendation with our team!

BW

Bryan W.  
Medical Director  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Collaboration securely amongst all team members in real time "

April 17, 2020

5.0

I like it because of the collaborative capabilities and intuitive navigation of the software. It has security features that others in the organization like

Pros

I like the feature of seeing the bios of each applicant on line with easy to access hyperlinks to areas of concern flagged by staff members. The other feature is one can view the material off line at time of virtual team meeting when there is limited to no internet access And the third feature i like a lot is the 24/7 live access - was very surprised to learn this actually exists at 0200h in the Pacific Time Zone

Cons

Navigation back to original spot within the software is a bit clunky - requires a few more clicks than I anticipated- could be a bit more intuitive if the links are automatically opened up in separate tabs/window

Review Source

Response from Nasdaq

May 1, 2020

Thank you for your feedback, Bryan - we will share this insight with our product team!

RF

RJ F.  
Managing Director  
Legal Services  
Used the software for: 1-2 years

### "Best Board Portal On Market"

January 23, 2020

5.0

Pros

So easy to use. Reliable too. Great features. Well thought out.

Cons

Compared to competition...nothing! All great features.

Review Source

Response from Nasdaq

January 24, 2020

RJ, we appreciate you taking time to share your thoughts with us and are so pleased to hear that you find Nasdaq Boardvantage easy to use, among other pros. Thank you!

PC

Philip C.  
Director  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "Experience with Boardvantage"

December 15, 2019

5.0

Pros

Ease of usage. Convenient for last-minute updates and traveling. Environmental friendly and easy retrieval.

Cons

The initial registration is a bit complicated.

Review Source

Response from Nasdaq

December 20, 2019

Philip, thank you for your review! We're committed to delivering a platform that makes it easier to manage tasks inside and outside of the boardroom, and we're excited to hear how Nasdaq Boardvantage has helped you.

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