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What is eCIO?

We provide a secure online platform tailored for nonprofits to efficiently oversee their boards and committees, facilitating virtual meetings, secure document sharing, and engaging interactions through discussions and polls. eCIO offers a simple flat-fee pricing model of $99 per month, which includes unlimited users, groups, and document storage without any hidden charges or long-term contracts, along with a risk-free trial period lasting 90 days. In addition to these features, eCIO also offers affordable investment management services specifically aimed at nonprofit organizations. Our process initiates with a Needs Assessment Survey for your investment committee, followed by customized, video-based quarterly portfolio reviews that keep your organization updated on its financial landscape. A dedicated advisor will develop an investment strategy tailored to meet your organization's goals, ensuring thorough support and engagement throughout the process. Additionally, the personalized portfolio reviews are designed for easy sharing among team members to enhance collaboration and promote transparency in financial discussions, further strengthening your nonprofit's operational effectiveness. This comprehensive approach not only simplifies management but also empowers nonprofits to thrive in their missions.

What is Board Director?

Our all-encompassing board management software simplifies the processes involved in organizing and preparing for board meetings, guaranteeing that board members stay well-informed, orderly, and actively involved. The platform features an easy-to-navigate board portal that facilitates the scheduling of upcoming Board of Directors’ Meetings, Committee Meetings, and special occasions such as Board Retreats or fundraising events. Users can conveniently upload crucial documents, including meeting minutes, agendas, board books, and reports, while directors have the option to RSVP and sync these events seamlessly with their personal calendars. Administrators can efficiently track attendance records, ensuring accurate documentation. The software includes an intuitive highlight menu, enabling users to annotate documents through highlighting, strikethroughs, and underlining options. Furthermore, users can add text at any point in a document and customize its appearance by adjusting font style, size, alignment, and color. The platform also allows users to freely draw on documents, providing creative flexibility in presenting information. With all these features combined, the software aims to ensure that every element of board meeting preparation is both effective and streamlined. Ultimately, this all-in-one solution greatly enhances the experience for board members and administrators, fostering improved collaboration and communication.

Media

Media

Integrations Supported

Zoom
Cisco Webex
Dropbox
Gmail
Microsoft OneDrive
QuickBooks Online

Integrations Supported

Zoom
Cisco Webex
Dropbox
Gmail
Microsoft OneDrive
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

eCIO

Date Founded

2019

Company Location

United States

Company Website

getecio.com

Company Facts

Organization Name

Board Director

Company Location

United States

Company Website

www.boarddirector.co

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

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