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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 Surfboard?

Every quarter, there comes a week when workloads surge, stress escalates, and teams race against the clock to get ready for crucial meetings. As a result, board meetings have shifted from being valuable opportunities for insight to mere hurdles to overcome. Surfboard tackles these challenges by simplifying complex processes, enhancing workflows, and optimizing your efficiency to help you sidestep the frantic last-minute preparations. With automated workflows and integrated communication features, tedious tasks are significantly reduced, enabling you to concentrate on important business decisions rather than repetitive duties. Relying on outdated reports from past months during quarterly meetings not only hampers productivity but also fails to deliver real value. Our platform takes the initiative by automatically compiling relevant updates throughout the quarter, allowing your meeting time to be used for more significant discussions and strategic planning sessions. This shift empowers you to direct your focus and resources toward initiatives that genuinely propel your business forward, fostering a culture of proactive engagement rather than reactive scrambling. Ultimately, by embracing this transformation, you can elevate both the quality of your meetings and the effectiveness of your overall organizational strategy.

Media

Media

Integrations Supported

Zoom

Integrations Supported

Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$149 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

Surfboard

Company Location

United States

Company Website

www.surfboard.team/

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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