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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 BoardSpot?

BoardSpot simplifies governance, making it an easy task for organizations. Its design incorporates governance best practices seamlessly into all functionalities, catering specifically to non-technical board members and busy administrators. We provide four tailored plans, each designed to meet the unique needs of nonprofits of varying sizes. All plans come with personalized training for administrators, ensuring they can make the most out of the platform. Additionally, we offer a grant program specifically aimed at supporting smaller nonprofits. Essentials features include: * Support for up to 30 users * Unlimited document storage * Meeting RSVP capabilities * A member directory * Integration with calendars * An agenda builder tool Standard builds on these Essentials with: * All features from the Essentials plan * Support for up to 50 users * Private committee options * Restricted access for guests * Attendance reporting capabilities * Administrative levels for user access * Custom user permissions * A minutes builder * Voting features The Professional plan includes all Standard features and expands to: * Support for up to 150 users * Two different boards * A self-hosted calendar option * Availability of data migration services Finally, the Enterprise plan encompasses all Professional features and offers: * Unlimited users * Multiple board support * Custom API integrations * A dedicated customer success manager * Comprehensive white-glove onboarding services to ensure a smooth transition and effective use of the platform for all users.

Media

Media

Integrations Supported

Zoom
Calendar

Integrations Supported

Zoom
Calendar

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$95 per month
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

BoardSpot

Date Founded

2018

Company Location

United States

Company Website

www.boardspot.com

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

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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