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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 Cureo?

Your organization’s vital information, documents, files, and archived communications are easily accessible. Streamlining board communications allows you to reclaim valuable hours in your week effortlessly. At Cureo, we aim to boost the efficiency of teams within the nonprofit sector. Our professional work is closely linked with our dedication to the community. Throughout the years, we have served as both board members and volunteers, witnessing the chaos and challenges firsthand. This experience has driven us to unite our professional pursuits with our community passions to enhance both our surroundings and yours. With Cureo, everything you need is organized in its rightful place as we integrate your files, discussions, meetings, tasks, and publishing tools into a single, comprehensive platform. Members can seamlessly access all essential resources via your website. Additionally, our solution is more budget-friendly than other board portals, allowing nonprofits to succeed without financial pressure. By choosing Cureo, you can embrace a more efficient and connected method to manage your organization’s requirements while fostering collaboration and productivity among your team.

Media

Media

Integrations Supported

Salesforce
Zoom

Integrations Supported

Salesforce
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$100 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

Cureo

Date Founded

2010

Company Location

United States

Company Website

www.cureo.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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