# Knowa Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Knowa the right Board Management solution for you? Explore 103 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200956/Knowa/reviews --- Knowa 4.9 (103) [View alternatives](https://www.capterra.com/p/200956/Knowa/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Knowa Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews Tanya B ESGC SecretaryFinancial Services, 10,001+ employeesUsed the software for: 1-2 years. “It truly streamlines the entire process of managing board and committee meetings, making our role more efficient and impactful.“ January 14, 2026 CM Colin James M Pension Accounting ControllerOil & Energy, 10,001+ employeesUsed the software for: 1-2 years. “We used to produce agendas using Word previously which was time consuming and easy to make mistakes.“ November 18, 2024 IA Ian A Trustee ChairTelecommunications, 11 - 50 employeesUsed the software for: 1-2 years. “Very pleased we moved over to this platform and it certainly speeds up the planning of Board meetings and provides a secure way to share documents with fellow Trustees.“ November 18, 2024 TR Tia R Associate Pensions ConsultantManagement Consulting, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “folders and documents have no order which is annoying as a couple Trustees have contacted me asking why something from from 2009 for example is above something from 2022.“ February 27, 2024 MC Melanie C Professional TrusteeFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “So many practical ways of enhancing the whole trustee board experience, from running meeting to discussion forums and document storage.“ November 27, 2024 CW Clive W PartnerFinancial Services, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “Knowa doesn't seem to remember my browser and so requires me to login with a password every time!“ February 27, 2024 MD Martin D Pensions Actuarial ConsultantFinancial Services, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “The collaboration features; it's very easy to share files with clients securely, including files that would normally be too large or sensitive to share via email.“ November 18, 2024 KL Karen L ​Benefits Admin. Specialist Chemicals, 51 - 200 employeesUsed the software for: More than 2 years. “Interaction with Trustee board and advisers via Knowa is what we seem to struggle with the most. “ May 11, 2023 ## Showing most helpful reviews Showing 1-25 of 103 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Liam B. Senior Consultant Financial Services Used the software for: 2+ years ### "Using Knowa for workplace pension scheme management" March 1, 2023 5.0 The Knowa support team -\[sensitive content hidden\] - is excellent. Questions are answered quickly and the team is always willing - almost in a pushy way! - to help. The free document transition service from other platforms is really helpful. Pros Knowa is an intuitive platform. Things are largely where you would expect them to be, and you only need basic IT knowledge to navigate the system. Documents and correspondence are stored securely, so you don't need to worry about people having trouble opening encrypted e-mails and their attachments. Allowing access to certain people to certain areas allows various scheme advisers, as well as the scheme sponsor, to have access to selected documents and meetings. I like the way documents can be simply re-named. I also like the way Knowa is alive to fixing glitches and improving the system. Cons I think the structure of the document storage area could be more conventional, like a normal directory of folders in a "library" area. I just don't like the feel of the "Groups" system as a documents library, and its rather slow to open folders and documents. Better to have a familiar File Explorer-type layout.I don't like the way the system send you back to the top pf an agenda when you have amended a sub-item and simply want to go back to where you were at the previous step. Reason for choosing Knowa n/a Review Source Response from Knowa November 8, 2024 Hi Liam, thank you for sharing your feedback! We genuinely value insights like yours and are committed to continuous improvement. We’re pleased to let you know that, based on feedback from users like you, we’ve re-launched our document storage area. It’s now faster and more intuitive, designed to enhance your experience further. Thanks again for helping us make Knowa better! AP Andy P. Senior Pensions Executive Financial Services Used the software for: 1-2 years ### "Known Governance Platform" January 16, 2026 5.0 We use the Known governance platform and have found it outstanding, adding real value to our overall pension scheme governance service. It has introduced efficiencies and improved consistency across our clients and service offering. Pros The governance platform is user-friendly and very adaptable. The team at Knowa are always on hand, friendly with prompt response and suggested guidance or alternatives. Cons Nothing. Knowa delivers very good functionality, supporting and streamlining our pension scheme governance service. Alternatives considered [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Reason for choosing Knowa Knowa delivered the all round functionality we required. Review Source EM Ellie M. Actuarial consultant Management Consulting Used the software for: 6-12 months ### "Knowa - review" February 7, 2024 3.0 My overall experience with Knowa has been really positive. The Knowa team are extremely helpful and are always on hand to answer any questions or jump on a call with you if needed. I've worked with the team to set up some bespoke modules for one of my clients and they have been great. Pros I value the meeting pack function and the ability to easily change the ordering of agendas. In the past we drafted agenda's on word document which meant one timing change affected the whole agenda. The meeting pack function makes this process so much quicker and efficent. Cons I don't like that you need to download files in order to view them on Knowa, such as word documents and excel spreadsheets. I think it would be really beneficial to users if this was possible as it would allow admin's and users to work collaboratively on documents, both editing them in real time. Currently I believe I would need to download a document, add in my amends, and then re-upload and amended version. Review Source Response from Knowa April 25, 2025 Hi Ellie, thank you for sharing your feedback. We genuinely value insights like yours and are committed to continuous improvement. If you get in touch with your usual Customer Support contact we can show you how you can view files in Knowa like word and excel without needing to download them. We can also show you the different ways you can collaborate on documents with your colleagues within the platform. MC Melanie C. Professional Trustee Financial Services Used the software for: 1-2 years ### "Knowa knows...how to make your trustee role easier!" November 27, 2024 5.0 So many practical ways of enhancing the whole trustee board experience, from running meeting to discussion forums and document storage. Also improvements are done in the background so don't interfere with usage. Service is excellent too - nothing is too difficult. Pros Simple to use but extremely effective in providing what is needed for improved governance. Cons Makes all other similar offerings pale in comparison. Once you are using Knowa, very difficult to settle for something else. Switched from [Board Intelligence](https://www.capterra.com/p/159635/Board-Intelligence/) Cost and ease and ongoing improvements with technology developments. BI was stuck in old fashioned approach. Review Source UW Ursula W. Executive Assistant Farming Used the software for: 1-2 years ### "Knowa.co review" November 18, 2024 5.0 Great value for money. Easy to use and learn. The team are helpful and regularly develop new and useful add-ons. Pros Value for money. No user limit. Intuitive and flexible meeting pack production and publishing. Useful additional items as standard e.g. search functions, agenda status buttons and emojis to show each agenda item aim. Flexible in managing which users can see documents for individual agenda items. Easy to move between agenda items. Discussions can be recorded via collaboration space. Easy sign off process. Quick response to queries via helpdesk. Cons Would be useful to be available via other search engines e.g. Microsoft Edge. Alternatives considered [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/) Reason for choosing Knowa Price. More cost effective with virtually the same functionality Switched from [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) Diligent Boards was more than 3 times the price. Review Source Response from Knowa November 25, 2024 Hi Ursula, thank you for sharing your feedback. We genuinely value insights like yours and are committed to continuous improvement. I also wanted to let you know that you can access Knowa via any modern internet browser, including Microsoft Edge. Thanks again for helping us make Knowa better! AM Adrian M. Senior Client Relationship Manager Financial Services Used the software for: 6-12 months ### "Knowa is fantastic and should be used by all Pension Schemes as the gold standard " November 21, 2024 5.0 Excellent, I have promoted to clients and for those who dont have it already even moved some on to it as it s easy to talk about the benefits of it. Pros The collaboration space is fantastic for discretion cases and send files securely Cons One the team training was hard to get but once I had a play around I got up to speed pretty quickly. Maybe when I new user is added a quick 5 mins call just to introduce the various functionality at a high level would be great. Switched from [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Knowa is far superior for meeting pack preparation Review Source Response from Knowa November 27, 2024 Hi Adrian, thank you for sharing your feedback. We genuinely value insights like yours and are committed to continuous improvement. Your suggestion of a quick 5 minute call for a new user is also one we 100% agree with. In fact, any new user receives a link to book a 15 minute individual onboarding call with us. Thanks again for helping us make Knowa better! DR Danielle R. Secretary to the Trustee Financial Services Used the software for: 2+ years ### "Using Knowa for meeting packs" December 4, 2024 5.0 I enjoy working with Knowa on my schemes and would recommend if asked. Pros I find Knowa easy to use and intuitive to navigate. Cons I think the document library could be improved. Review Source LB Lauren B. Project Team Lead and Trustee Executive Financial Services Used the software for: 1-2 years ### "Knowa: A Leader of Governance Platforms" November 18, 2024 5.0 It's my preferred governance platform - at our company, we use a range of platforms and I have to say this is the easiest to navigate, quickest to sign in, very user friendly for both internal staff and our clients. Pros It's so intuitive - you don't really need any training/instructions. It was so easy to train our client and has really revolutionised their governance practices. Cons I can't answer this as the platform is great. Switched from [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) We have supported a number of our clients transition from previous providers - most commonly Diligent following Diligent's move of all historic platforms (share / BoardPacks etc) to Diligent Boards. Review Source PG Paula G. UK and Ireland Pensions Manager Environmental Services Used the software for: 1-2 years ### "Nothing but extremely impressed!" November 19, 2024 5.0 Extremely positive. A pleasure to discuss our ideas and see changes happen so quickly. Pros The vision of the developers. The interest in the customer's needs. The flexibility and dynamism of the team. The actual product itself is a mighty useful tool. Cons Hard to think of anything I don't like. Knowa delivers on all fronts. Switched from [OnePlace](https://www.capterra.com/p/230415/OnePlace/) Knowa offered so much more. The other system was restrictive and difficult to maintain. Review Source MD Martin D. Pensions Actuarial Consultant Financial Services Used the software for: 1-2 years ### "A year and a half with Knowa" November 18, 2024 5.0 A good experience with the software hinges on getting everyone engaged with it, but once everyone is setup with an account and it becomes a very effective way to collaborate where multiple separate organisations are trying to work together. Pros The collaboration features; it's very easy to share files with clients securely, including files that would normally be too large or sensitive to share via email. Building and altering meeting packs is also very simple to do, and Knowa has some great productivity functionality for navigating and marking up meeting papers. Cons The cons that I had with the software seem to have been resolved; in the past I had found that manipulating documents in the file storage area was slightly cumbersome but it has since been updated to make this much easier. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Not decided by myself, the switch was decided at Board level Review Source FN Farid N. Client Manager Financial Services Used the software for: 1-2 years ### "Great Experience" December 11, 2024 5.0 Overall experience has been Excellent - I would highly recommend Pros Staff are very helpful, always prepared to assist users via different streams of communication. Innovative approach, always open to finding solutions to your requirements. Cons On rare occasions, software can slow down - although this may be down to factors outside Knowa's control such as users network issues. Review Source CH Chris H. Assitant Consultant Financial Services Used the software for: 6-12 months ### "Fountain of all Knowa-ledge" November 18, 2024 5.0 Very positive. It's a great programme with lots of virtual support. Pros Very clear to use and lots of useful features. Cons A little slow to load somtimes which is to be expected when it holds so much useful data. Review Source CJM Colin James M. Pension Accounting Controller Oil & Energy Used the software for: 1-2 years ### "Knowa Review" November 18, 2024 5.0 It has been an extremely positive experience. Pros It has made organising meetings a simple process. It is so easy to insert agenda items and change them easily. The actions tracker allows us to track actions very easily The customer support team is very quick to respond to any queries Cons We have not encountered any significant drawbacks. We used to produce agendas using Word previously which was time consuming and easy to make mistakes. Review Source KL Karen L. ​Benefits Admin. Specialist Chemicals Used the software for: 2+ years ### "Knowa ... My likes and dislikes " May 11, 2023 4.0 Pros Secure online portal, easy to use.Building meeting packs: I like this function the best and use it the most. It saves an awful lot of time, paper, ink and postage costs. An absolute must where working from home is now very common and some of the old ways of working are therefore no longer practical. Voting and Must Read functions: Are very useful. Knowa support: Very efficient, helpful and responsive staff. Cons Document storage facility structure: I would prefer a Windows File Explorer layout. Interaction with Trustee board and advisers via Knowa is what we seem to struggle with the most. Discussion threads are therefore not as useful to us as they perhaps could be.If I understand correctly Knowa doesn't appear to be quite so flexible as email in this respect ... unless it's just my lacking of Knowa-ledge.  Keeping track of posts which are still awaiting responses: Seems to be achieved by using the star function and/or archiving completed discussions leaving only 'open' discussions visible. This is one of the trickiest things I personally find with Knowa. Review Source Response from Knowa November 8, 2024 Hi Karen, thank you for sharing your feedback! We genuinely value insights like yours and are committed to continuous improvement. We’re pleased to let you know that, based on feedback from users like you, we’ve re-launched our document storage facility. It’s now faster and more intuitive, designed to enhance your experience further. Thanks again for helping us make Knowa better! GM Graham M. UK Pensions Administration Manager Chemicals Used the software for: 1-2 years ### "Knowa experience" March 2, 2023 5.0 I've had a very positive experience with Knowa; it has made the exchange and storage of very sensitive data much easier and secure which satisfies internal controls managers and auditors. Knowa provides a single site of knowledge which offers massive efficiencies when enabling new trustees or advisers to gain insight and background on the pension scheme. The preparation of meeting packs is a much smoother streamlined process where multiple advisers upload and the site controller can organise accordingly and then publish - saving so much time, paper, postage and risk. Pros The most compelling features of Knowa include the ability to have a one-stop shop where reference material, documentation and meeting material can all be held in a safe and secure environment; where meeting packs can be prepared and where meeting packs can be published for all participants to then login and view. The efficiencies in terms of time and effort are massive! Cons With some trustees slightly resistant to new technology, it has been an effort at times to obtain total their total and consistent engagement. This is not a criticism of Knowa but perhaps a generational comment. Many users struggle to use the @ symbol when participating in discussion threads, so perhaps some messaging can be made more obvious or clear to inform or remind within the software. Review Source SL Sarah L. Professional Trustee Financial Services Used the software for: 6-12 months ### "Brilliant tool for pension scheme management" March 27, 2023 4.0 Great tool, very glad we have it and can use it across clients. The time and investment you continue to put in gives us confidence this will be a tool we can continue to use for our clients for the long term. Pros Ability to keep all key documents, meeting packs and decisions in an easy to use front end makes Knowa a fantastic tool for trustees. The continued technology evolution, plus the security and back up, delivers confidence and robustness. Being able to offer the Company and advisers access to certain areas, as well as change access over time as roles change, makes this a future proof tool. Cons Some of the functionality is less intuitive - for example:- sub items in meeting packs cannot be dragged between main items- when uploading a file to a meeting pack, it is then tricky to find it when trying to upload it to another area (it works well the other way)- it would be good to have an access which allows upload of documents but not reading/downloading of documents (for when multiple advisers need access to the same group but you dont want commercially sensitive information shared)- I'd love an app for this - the outlook plugin is brilliant Review Source JG Jackie G. Pension Consultant Financial Services Used the software for: 1-2 years ### "Love Knowa functionality" February 2, 2024 5.0 Knowa has been excellent. It is easy to use and people can get up and running very quickly. The support we have always got from the Knowa Team has been excellent and as we onboard more trustee boards it gets easier and even more efficient. Pros Having an easy to access area for trustees and advisors to collaborate and work in a safe and secure way. Cons Some trustees don't receive email notifications when they are mentioned in a post. This has been frustrating as it means having to add in a step. Also would love to have a signing facility for minutes and discretions where we don't have to go out of the system to use DocuSign. Reason for choosing Knowa Far superior as it offers one solution to everything a pensions board could need Review Source Response from Knowa November 8, 2024 Hi Jackie, thank you for sharing your feedback! We genuinely value insights like yours and are committed to continuous improvement. We’re pleased to let you know that, based on feedback from users like you, we’ve launched e-signing functionality within the platform at no extra cost. So directors can now capture every aspect of their decision all within Knowa. Thanks again for helping us make Knowa better! PNT Pin Nee T. Director and Professional Trustee Financial Services Used the software for: 2+ years ### "Innovative all-in-one portal" March 21, 2023 5.0 Extremely positive. Pros An innovative online solution to storing all documents including meeting packs and capturing Scheme history and Trustee decisions in one place. Makes it highly portable. Creating meeting packs is also made easier. Above all, the team behind this, in particular \[sensitive content hidden\], is simply brilliant and highly responsive. Cons The document management function could be enhanced. Review Source Response from Knowa November 8, 2024 Hi Pin Nee, thank you for sharing your feedback! We genuinely value insights like yours and are committed to continuous improvement. We’re pleased to let you know that, based on feedback from users like you, we’ve re-launched our document management facility. It’s now faster and more intuitive, designed to enhance your experience further. Thanks again for helping us make Knowa better! VR Verified Reviewer Trustee Director Financial Services Used the software for: 1-2 years ### "Knowa Review" February 2, 2024 4.0 I am a relatively new Knowa user, but have found it to be very easy to use. I suspect that there are features that I am not yet using, but will do so in time. Pros The online access to our trustee meeting packs and minutes. I can access them at anytime from any location, which provides great flexibility. Cons Sometimes the downloading is a bit clunky Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Needed more flexibility and functionality. Review Source NA Natasha A. Pensions consultant Financial Services Used the software for: 1-2 years ### "Highly recommend Knowa" February 2, 2024 5.0 I think its great, I only use it with 1 client currently, soon to be 2 but I recommend it to everyone. Pros Its intuitive and easy to use - you can find documents with ease, the software itself is simple to use. the training/ Q&A section is amazing and if you can't find what you need, the customer support is excellent. Cons 1 small things - when setting up a new user it would be helpful to have a tip near what each user can do that you can click on to make sure its the right selection. Review Source HF Hanson F. Pension Trustee Director Publishing Used the software for: 2+ years ### "Highly efficient and user friendly Pension Board management" February 13, 2024 5.0 The system is very user friendly and easy to get started on but also provides comprehensive functionality. Pros Easy to use, ideally suited to scheme pension management and easy to get started on. Cons Very happy with the system so no complaints at all. Review Source AS Angela S. Pensions Manager Financial Services Used the software for: 2+ years ### "Excellent collaboration and meeting pack space" March 20, 2024 5.0 Pros It is intuitive to use and makes my working life so much easier. It keeps documents secure and also alleviates situation where a document has been sent on email and I can no longer find it! Plus the site looks good. Cons It is hard to criticise. It functions really well for what I need it to do. My favourite product in this space. Review Source ST Stephen T. Deputy Pensions Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Knowa Review" February 13, 2024 5.0 Excellent product which has transformed the way we run Trustee meetings and has enhanced the experience for our Trustees Pros The ease of use and functionality for both myself as an administrator and the Trustees as users of the system when viewing meeting packs and scheme documentation is first class. The after care service from \[sensitive content hidden\] is exemplery when no request is too much and answers are received so promptly. Would highly recommend Cons At the moment I can't really pinpoint anything Switched from [Compensation Strategy and Design](https://www.capterra.com/p/214998/Willis-Towers-Watson-Compensation-Software/) Knowa recommended by our Independant Trustee Review Source LW Louise W. Head of Governance Financial Services Used the software for: 1-2 years ### "Knowa has improved how we work together" March 27, 2023 5.0 Pros Knowa is a powerful tool, with a great ability to be tailored to our needs. The meeting pack functionality allows us to produce easy to access, read and review meeting packs. The voting tool is also great for keeping robust audit trails. The interface is really intuitive and navigating between meetings, discussions and documents is just a few clicks, with any matters for attention clearly flagged. Cons As Knowa offers such flexibility it did take a little time to become familiar with the tool and tailor to our needs. However, there is lots of support available to get to that position really quickly. This is only mentioned for the administrator, the final users will just see the finished product. Review Source AG Aino G. CEO Design Used the software for: 1-2 years ### "Knowa has greatly improved our Board meeting experience" March 29, 2023 5.0 Pros Great board pack experience and information sharing is enhanced. We’ve only scratched the surface in leveraging the AI search function to answer virtually any question based on uploaded info. Cons It takes time to get everybody on board with all of Knowa’s functionality , but once they’re in they love it. The customer onboarding is very good and they keep you up to date on new functionality Reason for choosing Knowa It was day and night, Knowa seemed much better and less expensive than Diligent Review Source Similar Products Featured