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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 Sherpany?

Sherpany is a premier Swiss software solution tailored for the distinct requirements of Board, Board Committee, and Executive meetings. Renowned among Europe's top firms, Sherpany enhances meeting efficiency by as much as 45%, streamlining every aspect from preparation to asynchronous collaboration, as well as the distribution of digitally signed meeting minutes and action items. Security and compliance are paramount, featuring a robust solution that is both FINMA approved and ISO270001 certified, effectively centralizing sensitive information while implementing appropriate safeguards. In addition to its core functionalities, Sherpany offers native applications for iOS, Windows, and Android, ensuring easy access to its meeting management platform for users on the go. This SaaS-based software, along with our educational resources and complementary services, not only revolutionizes the meeting culture within organizations but also guarantees productive and impactful meetings. By integrating technology with best practices, Sherpany positions itself as a catalyst for organizational success through improved collaboration and decision-making.

Media

Media

Integrations Supported

Auth0
IFTTT
Microsoft Outlook
Microsoft Teams
NextGen SSO
Zoom

Integrations Supported

Auth0
IFTTT
Microsoft Outlook
Microsoft Teams
NextGen SSO
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

EUR €36.00 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

Sherpany

Date Founded

2001

Company Location

Switzerland

Company Website

www.sherpany.com/en/

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

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

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